How You Use Eligibility Profiles when Assigning Development Goals

You use eligibility profiles to restrict goal assignment only to employees who meet specific criteria. The criteria can be personal criteria such as qualification, competency, or gender. It can also be employment related such as work location or grade.

Create Eligibility Profiles

You create eligibility profiles to match your business requirements for assigning development goals. You can create eligibility profiles for specific criteria such as department, job, or location. You can also combine criteria. For example, assume that you want to assign some development goals to every person in the Sales department who's a Level 3 manager located in California. You can create an eligibility profile with these 3 criteria and name it Level 3 Sales Manager California. To create eligibility profiles, use the Eligibility Profiles task on the administrator's Career Development page. Go to My Client Groups > Career Development to view this page.

Mass Assign Development Goals Using Eligibility Profiles

When defining the mass assignment process or editing an existing mass assignment process, you can include eligibility profiles. You can also mark some or all of the selected eligibility profiles as required.

When you include eligibility profiles in a mass assignment request for development goals, here's how the application assigns development goals:

  • If you mark all included eligibility profiles as required, then an employee must meet criteria of all the eligibility profiles.

  • If you don't mark any included eligibility profile as required, then an employee must meet criteria of at least one eligibility profile.

  • If you mark some eligibility profiles as required, then an employee must meet criteria of all the required profiles and at least one nonrequired profile.

  • If you mark only one included eligibility profile as required, then an employee must meet criteria of that eligibility profile.

For example, let's assume that you include these 3 eligibility profiles in a mass assignment process:

  • Location France: Required

  • Designation Marketing Manager: Not required

  • Designation Product Manager: Not required

In this case, the development goals included in the mass assignment are assigned to employees who are based in France and whose designation is Marketing Manager or Product Manager.

Eligibility Profiles and Goals Accessibility

Use eligibility profiles when you mass assign development goals to a target population. But note that using eligibility profiles when mass assigning development goals doesn't control a person's access to development goals from other sources. You can assign a development goal to a worker from the goal library or from other Talent Management processes, such as during a talent review meeting, or during a performance evaluation.