How You Assign Performance Goals

As a manager, you can assign your own goals or a new goal to your team members.

You can also assign goals to people who don't directly report to you. But you can do this only when a primary goal plan is active.

You can assign goals to your team members only if one or more of them have a goal plan assigned for the selected review period. If none of the selected members have an assigned goal plan for the selected review period, you will see an error message.

By default, the maximum number of people you can assign performance goals to is 498. If you need to assign performance goals to more people, your administrator needs to create a mass assignment process adding you as a requester.

You can specify a weight for the goals you assign if the selected goal plan is weight enabled. If you selected more than one goal to assign, you can specify different weights for each goal. Note that the weights that you specify for the assigned goals may cause the total goal plan weight to exceed 100. If the goal plan enforces that the sum of weights to be 100, you can see a banner on the worker’s goal page with a warning to correct the goal plan weights.

When you assign goals, by default the people assigned the goal can change the key attributes of the assigned goal. If you don't want them to modify the key attributes, then clear the Allow worker to update key attributes check box.

If your administrator has enabled the Manager assigns a goal notification setting, then a notification is sent to these people after the goal assignment is complete:

  • The manager who assigned the goal
  • Employees who have been assigned the goal