How You Use Eligibility Profiles when Assigning Performance Goals

An eligibility profile in Oracle Fusion Cloud Goal Management defines criteria used to determine whether an individual qualifies for a performance goal.

HR specialists can use eligibility profiles to establish eligibility for performance goals when creating these entities:

• A goal plan set for performance goal plans only

• A goal plan

• A mass assignment request for performance goals

• A mass share request for performance goals

Assignment of Goals According to Eligibility

If you select eligibility profiles in a goal plan set, goal plan, or in a mass assignment request for performance goals, the application assigns goals as follows:

• If all eligibility profiles are marked as required, then an individual must meet criteria of all the eligibility profiles.

• If no eligibility profile is marked as required, then an individual must meet criteria of at least one eligibility profile.

• If some eligibility profiles are marked as required and some aren't, then an individual must meet criteria of all the required profiles and at least one nonrequired profile.

• If only one eligibility profile is marked as required, then an individual must meet criteria of that eligibility profile.

Restricting Goal Availability

You can restrict performance goals to individuals who meet eligibility requirements by job, job role, location, age, or other criteria. You must select eligibility profiles with profile usage marked as Goals Management. You can also select whether an eligibility profile is required for goals. For example, you can add the following eligibility profiles to a goal:

• Location is France

• Designation is Marketing Manager

• Designation is Product Manager

When mass assigning goals or creating and assigning a goal plan or goal plan set, you select Location is France as the required eligibility profile and leave the other two eligibility profiles as not required. In this case, the application assigns goals to all individuals whose location is France and designation is Marketing Manager or Product Manager.

Eligibility Profiles and Goal Plan Sets

Select eligibility profiles to restrict the goal plans added to a goal plan set to workers who meet the profile criteria. You can edit an existing goal plan set to add a new set of eligibility profiles to the goal plan set. The performance goals included in the goal plan are assigned to eligible workers. Eligibility profiles you add to a goal plan set supersedes any eligibility profiles added at the goal plan level.

Eligibility Profiles and Goal Plans

Select eligibility profiles to restrict the performance goals added to a goal plan to workers who meet the profile criteria. You can edit an existing goal plan to add a new set of eligibility profiles to goal plans.

Eligibility Profiles and Mass Assignment or Mass Sharing of Goals

Select eligibility profiles to restrict the performance goals during mass assignment or mass sharing of goals to individuals who meet the criteria of all required profiles and at least one nonrequired profile. You can edit an existing mass assignment request to add a new set of eligibility profiles.

Eligibility Profiles and Goals Accessibility

Use eligibility profiles when you mass assign performance goals or create and assign goal plans and goal plan sets to a target population. However, using eligibility profiles in these Oracle Goal Management processes doesn't control a person's accessibility to performance goals from other sources. You might assign a performance goal to a worker from the goal library or from other Oracle Fusion Cloud business processes, such as during a talent review meeting, or during a performance evaluation.