Overview of Loading Goals, Goal Plans, and Goal Plan Sets

You can load Goal, Goal Plan, and Goal Plan Set objects using HCM Data Loader. Most of these objects have dependencies on other objects. This table identifies the other objects that must exist in the target environment.

If you're loading some or all of those objects with goals, goal plans, or goal plan sets, then follow the load order shown in the table.

Object	Object Load Order	Notes
Goal Plan	Worker and primary assignment Eligibility profile Organization Goal plan document type Goal plan	Review periods must exist in the target environment before you upload associated goal plans. Organizations are required for organization goal plans. A Goal Plan Document Types component is required when the IncludeInPerfDoc attribute is set to Y.
Goal Plan Set	Goal plan Worker and primary assignment Eligibility profile Goal plan set	Review periods must exist in the target environment before you upload associated goal plan sets. Goal Plan Set objects can refer to goal plans.
Goal (library)	Content item	Library goals are loaded as content items.
Goal (organization)	Worker (line manager) Organization Goal plan Goal	For organization goals: The line manager is the organization owner. Goal plans are required.
Goal (template)	Worker (human resource specialist) and assignment Goal plan Goal	Goal plans are required.
Goal (worker development)	Worker Content item Goal	Worker development goals aren't associated with goal plans.
Goal (worker performance)	Worker and assignment Goal plan Content item Goal	Worker performance goals must be associated with goal plans.