How You Resolve Conflict in Dates for Goal Plan Sets Due to Transfer

A conflict can occur between the dates of the goal plan sets because of a worker's transfer.

When the conflict occurs, the dates of the existing goal plan sets remain same as they were defined. However, the goal plan set that's assigned to a worker post transfer is set to the pending status. The goals and goal plans included in the pending goal plan set aren't assigned to the worker until the goal plan set status is set to active.

HR specialists can change the effective dates of the pending goal plan set for the worker and resolve the conflict.

Select the Worker Goal Plan Sets link on the administrator Goals page. Then search for the goal plan set and then select the Change Dates option from the Actions menu to change the date of a goal plan set.