Manage Goal Types

Provides step-by-step instructions on how to add or edit goal types.

Manage Goal Types

Goal Types

Goal types are broad categories that group similar goals. Corporate goals, an organization’s desired results, are usually established upfront, directing employees in accomplishing specific tasks within a given time frame. Goal types must be configured before goals can be associated with them.

Goal types are defined in the Goal Type page (Menu > System Configuration > Business Rules > Goal Type). Performance Reviews provide the following four goal types: Customer, Financial, Internal Business Processes, and Learning and Growth.

System-delivered goal types can be used or new goal types can be created to meet your business needs. Only user-defined goal types can be modified. System-delivered and user-defined goal types cannot be deleted.

View Goal Types

View goal types in the Goal Types page.

Navigation:Menu > System Configuration > Business Rules > Goal Type

Note

You can also access the Goal Type page from the Configuration page (Talent Management > Performance Management > Configuration > Goal Types).

Search for and select Goal Type. The GoalType page appears, listing default goal types and those that have been configured previously.
Goal Type

Add a Goal Type

Add goal types in the Add/Change Goal Type page.

Navigation:Menu > System Configuration > Business Rules > Goal Type > Add

  1. From the Goal Type page, select Add.
    Add/Change Goal Type
  2. At Title, enter the name of the goal type (required).
  3. At Description, enter a description of the goal type (required).
    Note

    Select the icon next to Title and Description to add additional language descriptions. When the icon is selected, the language entry fields appear.

  4. Select Save.

Edit a Goal Type

Edit a goal type on the Add/Change Goal Type page.

Navigation:Menu > System Configuration > Business Rules > Goal Type > Edit

  1. From the Goal Type page, select the applicable goal type link. The Add/Change Goal Type page appears for the selected goal type.
  2. Complete the goal type changes, as needed.
  3. Select Save. The Goal Type page appears with the new information.

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