Goals Create/Edit - Goal Library

The Goals Library contains a collection of predefined goal templates, which users can use to create a goal for themselves or other employees. Goal templates are created by the system administrator.

When a user selects a goal template from the Goal Library, all of the information in the template is added to the user's goal, where they can modify or remove any of the information. Note: When a goal is imported from the Goal Library, some fields may be locked, and you cannot edit these fields. If this occurs, the field is disabled on the Create/Edit Goal page. The Goals Library is only available if enabled by the administrator.

  • To create a goal, go to Performance > Goals. Then click the Create button.

  • To view the Goals Library, click the Library button from the Create/Edit Goal page.

Note: Field names may be customizable by the system administrator, so your field names may vary.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Goals - Create

Grants ability for user to create goals for self, direct reports, and indirect reports only. Any constraint on this permission is operating as an "AND" function. This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.

 Performance

When you open the Library, the existing goal templates display, organized by perspective if perspectives are enabled. The list of available goal templates is constrained by organizational unit (OU).

Search

The following search fields and filters are available:

  • Search - Enter terms in the field to search by goal title and description.
  • Perspective - The list of available perspectives is constrained by OU. This drop-down is not available if perspectives are not enabled.
  • Category - This drop-down is not available if categories are not enabled.

Click the Search button to display only goals that match all of the selected search criteria.

Template Table

  • Title - The name of the template. Click the goal title or select the radio button to the left of the appropriate goal to view the goal description, tasks, targets, and weight.
  • Perspective - The selected perspective.
  • Category - The assigned category.

Import

Click the radio button to the left of the appropriate goal and click Import to create a goal from one of the goals in the Library. The details of the selected goal are copied to your new goal. Any details that had been entered for the new goal before the import action are overwritten by the details of the selected Library goal.

Note: When a goal is imported from the Goal Library, some fields may be locked, and you cannot edit these fields. If this occurs, the field is disabled on the Create/Edit Goal page.

Close

Click the Close button to close the Library pop-up without importing a goal from the Library.