Goals - Copy

Use the My Goals page and the Advance option to copy the details of an expired goal to a new goal period. The goal progress is reset for the new, advanced goal.

For example, if the expired goal had a start and end date of 01/01/15-12/31/15, once you advance the goal, the new start and end date will be 01/01/16-12/31/16 and the goal progress is set to zero. This action is intended to help save time creating goals for the new goal period if they are similar to the previous period. This option is only available if you have permission to create goals and the goal is expired. This option is not available if goals are locked.

To view the My Goals page, go to Performance > Goals.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Company Goals - Create Grants access to create goals that appear to all users as "company goals." This permission cannot be constrained. This is an administrator permission. Performance - Administration

Snapshot Goals - Manage

Enables user to manage their own goals, and others public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile
View Goals

Grants ability to view own goals and (depending on role and settings) goals of others (manager's visible goals, direct subordinate's goals, company goals, division goals). This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.

 Performance
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Request Goal Approval

This email is a batch type email that includes a notification for each situation in which a goal owner does the following:

  • Creates and submits a goal for themselves when approval is required.
  • Edits and resubmits a goal that has already been approved.
  • Attempts to cancel a goal that has been approved when approval is required.

This email is triggered when a user clicks the Send Approval Request button on the My Goals or Snapshot Goals page.

The email is sent to the user in the Approver role. If no approver is set or if goal approval is not required, the goal is automatically approved and no email is sent.

The email can contain a link to the Pending Goals page.

 Performance Management

To copy a goal to the next period:

  1. On your My Goals page, select the My Goals tab.
  2. In the drop-down, select the period that lists your previous goals. A list of your previous goals appears below.
  3. Select the goal you want to copy, click the drop-down, and then click Advance. The Create Goals screen opens.
  4. Complete all required fields. The advanced goal is now part of your goals for the selected period.