Manage Assignable Goals

Review the title, description, assignments, editable status, start date, due date, weight and goal status on the Assignable Goals page.

1. From the expanded navigation menu, select My Team.
2. From the Talent Management section, select Assignable Goals.
   

Add or change assignable goals on the Add/Change Assignable Goals page.

1. From the Assignable Goals page, complete one of the following:
   • To add an assignable goal, select Add.
   • To change an assignable goal, select the applicable Assignable Goal link.

   
2. At Description , enter a description for the goal. The goal description length can be up to 5,000 characters.
3. At Category , select a goal category from the drop-down menu. The goal category is associated with the specified goal.
4. At Weight , enter the percentage goal weight, if applicable.
5. At Status , select whether the goal is Active or Inactive indicating if the goal is available for selection.
6. At Goal Type, select a goal type from the drop-down menu. The goal type is associated with the specified goal.
7. At the Corporate Goal Alignment drop-down menu, select a goal alignment, only if the goal is aligned with a corporate goal.
8. At the Organizational Impact drop-down menu, select an organizational impact for the goal.
9. Select This is a Stretch Goal, if applicable.
10. At the Goal Dates section, enter the Start and Due dates of the goal.
    Note

    • Performance Reviews does not enforce these dates. Dates are for customer reference and tracking purposes only.
    • Goal Start and Due dates can be set as required fields on the Change Talent Management Settings page (System Configuration > Talent Management > Edit).
    • Goal Start and Due dates can be edited while a review is in progress.
11. At the Editable by Employees section, select if an employee can edit this goal once it has been assigned to his/her goal plan.
12. Select Save. The Assignable Goals page appears with the new information.

Goals can be assigned to specific employees on the Assignable Goals page.

1. From the Assignable Goals page, select the goals to assign and select the Assign icon. The Assign Goals page appears.
2. Select the Select Employees button. The Find Employees page appears. From here you can assign goals to employees:
   • Use the Find By filter to search for employees, then select the checkbox at one or more employees.
   • Use the Select All or Deselect All links to select or deselect all employees in the list, even on multiple pages.
   
3. Select Finish. The Assign Goals page appears with a list of the selected employees for assigning the goal.
4. Select Save. The Assignable Goals page appears with the new information.
   Note

   Selecting the Goal Assignments link shows only employees you are qualified to view that are assigned to the goal. There may be other employees assigned to the goal.

Goals that have been assigned to employees can be removed from employee assignment on the Assign Goals page.

1. From the Assignable Goals page, select the Assignments link for the applicable goal. The Assign Goals page appears with the list of employees assigned to the goal.
2. Select employees to whom you wish to remove the goal. Select the Remove icon.
3. Select Save. The Assignable Goals page appears with the new information.
   Note

   • Only non-editable assigned goals can be removed from an employee's assigned goals. Editable goals assigned to an employee's goal plan cannot be removed.
   • For information and steps on mass inactivating goals, refer to the Mass Inactivate Goals job aid.

Administrators can change the goal owner of one or more assignable goals on the Assignable Goals page.

1. From the Assignable Goals page, select goals then select the Change Owner icon.
   
2. At the Change Goal Owner page, search for a new goal owner. Select the applicable row of the new goals owner then select OK.
3. The Assignable Goals page appears with the new owner assigned to the goals.