QUICK START GUIDE - Form Section - Goal Planning

  • Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
  • The Form Section Quick Start Guide covers the creation of the available form sections to be used in a Performance review task.


ASSIGN PERMISSION Performance Review Form Sections - Manage
GO TO Admin > Tools > Performance Management > Form Sections > Create Review Section


BEST PRACTICES FOR form sections

  1. Define review section
  1. Name
  • Name your Goal Planning Section something that will be easily identifiable when bringing into a Performance Task.
  • Select Goal Planning for the Section Type.
  1. Details
  • Directions: Enter directions that will appear to end users at the top of the performance review section within the Performance Task. HTML can be used to highlight important instructions.
  • Leverage tags to pull in relevant information.
  • Categories should be used to organize multiple sections for easy identification for future use.
  • Use the check boxes to determine if:
    • You would like to include current goals whose period overlaps the performance review period.
    • You would like to include shared goals whose period overlaps the performance review period.
    • You would like to validate goal weights to ensure all goals add up to 100%.


  1. Custom Fields
  1. Add
  • Click Add Custom Fields to select the performance review custom fields to be added to this section of the review.
  • The Custom Fields section is only available if the administrator creating the form section has availability to at least one custom field.
  1. Placement
  • Once custom fields are added to the review form section, you can reorder them by dragging and dropping them into your defined order.
  • Select the Required option if you want to require users to complete the custom field. If left unchecked, the field will be optional.


  1. Default goal period
  1. Settings
  • Set the default goal period for all goals created in this section.
  • These dates can be modified by the end user.



GO TO Admin > Tools > Performance Management > Tasks)
View in Test Task Create a TEST task and place the Goal Planning Section into your workflow to see what it looks like to end user.