Schedule a Process for Mass Sharing Performance Goals

To mass share performance goals, you need to schedule a process after creating the mass share request.

  1. Go to My Client Groups > Goals > Scheduled Processes for Performance Goals.
  2. In the Basic Options section, specify the parameters listed in this table.
    ParameterValue
    Process Type Mass assign or share goals
    Process Name The name of the mass share request that you want to schedule
  3. Click Submit.

Results:

Here's what happens after the mass share process completes successfully:
  • If enabled, workers receive a notification that their HR specialist has shared performance goals with them.
  • Workers can see the shared goals in the HR Goals subsection of the Goals Shared With Me section of their Goals page. They can add the goals to their goal plans if they want to. They can add these HR shared goals to the goal plan even if the goal plan already has the maximum limit of goals. They can align their goals to these shared goals.