1. Configuring and Extending HCM Using Autocomplete Rules
  2. Delivered Rules for Goals

Delivered Rules for Goals

Select the Goals business object on the Autocomplete Rules tab of HCM Experience Design Studio to view and use its delivered rules.

You can use these delivered rules to add validations and field modifications in goal create and edit flows.

Delivered Rules for Goals Business Object

Name

Rule Type

Description
Default Completion Percentage Based on Goal Status Field modification Defaults the completion percentage based on the updated goal status. You can use this rule only if the Completion Percentage field of a goal is visible. Here’s how the value of the completion percentage is set based on the goal status:
  • When the goal status is changed to Not started, then the completion percentage is automatically set to 0.
  • When the goal status is changed to In progress, then the completion percentage is automatically set to 25.
  • When the goal status is changed to Completed, then the completion percentage is automatically set to 100.
Default Goal Status Based on Completion Percentage Field modification Sets the status of a performance goal based on the value of the completion percentage. You can use this rule only if the Completion Percentage field of a goal is visible. Here’s how the goal status automatically changes based on the completion percentage:
  • When the value of the Completion Percentage field is 0, the goal status is automatically set to Not started.
  • When the value of the Completion Percentage field is greater than 0 but less than 100, the goal status is automatically set to In progress.
  • When the value of the Completion Percentage field is greater than or equal to 100, the goal status is automatically set to Completed.
Validate Completion Percentage of Performance Goal Field validation Validates the completion percentage of a performance goal to ensure that it’s within a specified range. The users see an error message when they enter a completion percentage that’s above 100. You can use this rule only if the Completion Percentage field of a goal is visible.
Validate Performance Goal Dates Object validation Validates the start and end dates of a performance goal to ensure that they’re within the start and end dates of the goal’s review period. This rule is valid only when the Extend Goal feature is disabled.
Validate Goal Category For HR Users Object validation Validates the goal category for performance goals created by HR specialists to restrict the goal categories that HR specialists can select when creating performance goals.

Exceptions

Goal plan date validations aren't done even when the Validate Performance Goal Dates delivered rule is enabled in these scenarios:

  • Administrator manages goals on the administrator pages such as Performance Goals and Setup of Performance Goals Mass Assignment pages.
  • The Extend Goal feature is enabled.
  • Goals are added using scheduled processes.

The goal category validation isn't done for goals added using scheduled processes even when the Validate Goal Category For HR Users delivered rule is enabled.