Automate Synchronized Goals in Performance Documents

View consistent development and performance goal information in both Career Development and Performance Management.

When the HR specialist enables the synchronization of goals in performance documents, employees and managers will see the same performance and development goals in performance documents as they do in goal management and career development. The active performance goals in Goal Management and the active development goals in Career Development display consistently in the performance document. Synchronized performance documents are automatically updated with any new goals added through goal management and career development pages.

Some of the features include:

• Performance goal weights are synchronized between goal management and the performance document.
• The ability to set weights using 2 decimal places.
• Minimum weight isn't supported for synchronized goals.
• If you enable approvals for performance and development goals, then pending approvals display in the performance document. If you make changes to goals through the performance document, then this triggers goal approvals.

1. Enable the ORA_HRA_SYNCHRONIZED_GOALS profile option.
2. Create new evaluation types (if required) in the ORA_HRA_GOAL_PLAN_EVAL_TYPE lookup.
   Evaluation type is an attribute that matches a synchronized performance goal section in a performance template to a goal plan.
3. Go to My Client Groups > Performance.
4. Select Performance Template Sections, and click Add.
5. In the Create Performance Template Section page, enter the section details and in the Section Processing region, select Development Goals as the Section Type and select the Synchronized goals section check box.
6. Add another section in the Create Performance Template Section page, enter the section details and select Performance Goals as the Section Type and then select the Synchronized goals section check box.
7. Go to My Client Groups > Performance.
8. Select Performance Templates, and click Add.
9. Create a performance template and ensure you select the Use synchronized goals sections check box in the General tab.
10. In the Structure tab of the performance template, add the synchronized development goal section and the synchronized performance goal section.
11. Select the Not ready to evaluate option if you want to give workers and managers the ability to mark goals and competencies as not ready to evaluate.
12. Configure goal plans with the same evaluation type as the synchronized performance goal section in the performance template.
    1. After you enable the synchronized goals profile option, you can see the Evaluation Type field in the definition of a goal plan. This also includes previously created goal plans, which means you can use them with any new synchronized goal performance templates.
    2. You can create performance documents based on the synchronized goal templates.
    3. The application automatically updates the created performance documents with any goals added or removed.