Redwood: Hide Employee's Shared and Organization Goals From Managers and HR Specialists

From this release, as administrators, you can prevent managers and HR specialists from viewing an employee’s shared performance and development goals and organization performance goals on the Explore tab of the employee and in the suggested goals panel when they create goals.

Business Benefit

This feature ensures that only employees can decide whether they want to add the shared performance goal or organization goal to their goal plan and shared development goals to their development plan.

Steps to enable and configure

To enable Redwood Goals Center, you need to enable the profile options indicated in the table.

Profile Option Code	Profile Option Display Name	Value
ORA_HCM_VBCS_PWA_ENABLED	Enable VBCS Progressive Web Application User Interface	Y
ORA_HRA_PERFORMANCE_DOCUMENTS_AND_GOALS_REDWOOD_ENABLED	Enable Redwood Performance Documents and Goals Center	Yes

NOTE: The Performance Document, Check-in, and Goals Center features are closely connected. So, the Redwood version of these pages can all be enabled or disabled only using the common ORA_HRA_PERFORMANCE_DOCUMENTS_AND_GOALS_REDWOOD_ENABLED profile option. These features can't be enabled individually.

For more information, see How do I enable a profile option?.

To disallow viewing of shared performance and development goals and performance organization goals by managers and HR specialists, edit the page properties indicated in the table in Visual Builder Studio and add a conditional expression like the one specified in the table.

Disallowed Action	Edit Page	Property	Conditional Expression to Add
Manager viewing shared performance or development goals on the Explore tab of a team member	Explore Goals	Enable Viewing Shared Goals	[[$base.variables.exposedObject.Caller == "MyTeam" ? false : true ]]
Manager viewing shared performance or development goals on the Explore tab of a team member or HR specialist viewing shared performance or development goals on the Explore tab of a person in their organization	Explore Goals	Enable Viewing Shared Goals	[[$base.variables.exposedObject.Caller == "MyTeam" || $base.variables.exposedObject.Caller == "MyClientGroups"? false : true ]]
Manager viewing performance organization goals on the Explore tab of a team member	Explore Goals	Enable Viewing Organization Goals	[[$base.variables.exposedObject.Caller == "MyTeam" ? false : true ]]
Manager viewing performance organization goals on the Explore tab of a team member or HR specialist viewing performance organization goals on the Explore Tab of a person in their organization	Explore Goals	Enable Viewing Organization Goals	[[$base.variables.exposedObject.Caller == "MyTeam" || $base.variables.exposedObject.Caller == "MyClientGroups"? false : true ]]
Manager viewing shared performance goals on the Suggested Goals tab of a team member	Create/Edit Performance Goal Details	Show Shared Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" ? false : true ]]
Manager viewing shared performance goals on the Suggested Goals tab of a team member or HR specialist viewing shared performance goals on the Suggested Goals tab of a person in their organization	Create/Edit Performance Goal Details	Show Shared Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" || $base.variables.exposedObject.Caller == "MyClientGroups"? false : true ]]
Manager viewing performance organization goals on the Suggested Goals tab of a team member	Create/Edit Performance Goal Details	Show Organization Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" ? false : true ]]
Manager viewing performance organization goals on the Suggested Goals tab of a team member or HR specialist viewing performance organization goals on the Suggested Goals tab of a person in their organization	Create/Edit Performance Goal Details	Show Organization Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" || $base.variables.exposedObject.Caller == "MyClientGroups"? false : true ]]
Manager viewing shared development goals on the Suggested Goals tab of a team member	Create/Edit Development Goal Details	Show Shared Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" ? false : true ]]
Manager viewing shared development goals on the Suggested Goals tab of a team member or HR specialist viewing shared development goals on the Suggested Goals tab of a person in their organization	Create/Edit Development Goal Details	Show Shared Goals in Suggested Goals Panel	[[$base.variables.exposedObject.Caller == "MyTeam" || $base.variables.exposedObject.Caller == "MyClientGroups"? false : true ]]

Note: The page properties listed in the table are set to true by default.

For more information on how to do this, see How do I control the display of a UI element in Visual Builder Studio?.