Setup Tasks for Implementing Goal Management
To implement Oracle Fusion Cloud Goal Management, you need to have the privileges of an application implementation consultant.
Oracle Fusion Cloud Goal Management is part of the Workforce Development offering of Oracle Fusion Cloud Human Capital Management. Review the tasks listed in this table that are available in the Setup and Maintenance work area before you set up Oracle Goal Management.
| Task Name | Description | Recommended Help |
|---|---|---|
| Manage Administrator Profile Values | Configure profile options related to Oracle Goal Management. | Goal Management Profile Options |
| Worker Goal Setting Profile Option Values | Configure profile options related to Oracle Goal Management. | |
| Worker Goal Descriptive Flexfields | Define a segment for a descriptive flexfield for Oracle Goal Management. | Descriptive Flexfields for Goals |
| Worker Goal Setting Lookups | Manage lookups for Oracle Goal Management. | Goal Lookups |
| Manage Common Lookups | Manage lookups for Oracle Goal Management. Type HRG in the Lookup Type field to find Goal Management lookups. | Goal Lookups |
| Review Periods | Manage review periods for goal plans and goal plan sets. | Review Periods in Talent Management |
| Goal Management Notification Settings | Configure notifications for actions done on performance goals. | |
| Manage Approval Transactions for Human Capital Management | Configure approval rules for performance goals that are included in goal plans. You can also disable approvals by using the Bypass Approval feature. |
Overview of Performance Goal Approval Rules Performance Goal Payload Attributes How You Bypass Approvals for Specific Performance Goal Subprocesses |
| Manage Task Configurations for Human Capital Management | Set expiration policies for the approval work flow of performance goals. | How You Define Expiration Policies for Performance Goal Approvals |
| Manage Feedback Visibility | Control the visibility settings for feedback and notes related to performance goals. | Considerations for Configuring Anytime Feedback Visibility Options |
| Profile Content Section Access | Grant access to content sections for a job or abstract role. You need to do this to enable users to add target outcomes to a goal. | Content Section Access |
| Configure HCM Data Loader | Control the HCM Data Loader and HCM Spreadsheet Data Loader import and load processes. | HCM Data Loader Configuration Parameters |
Use these actions of Transaction Design Studio (TDS) to configure Oracle Goal Management pages:
- Performance Goal Details
- Performance Goal Library
For more information about configuring Oracle Goal Management pages using TDS, refer to the How You Configure Goal Management Pages Using Transaction Design Studio topic.
You can also configure guided journey tasks for Oracle Goal Management flows. For more information about this, refer to the Configure Guided Journeys for Goal Management Pages topic.
Security Reference
The tasks that people can do and the data that they can see on Goal Management pages depend on their roles, duties, and privileges. For information about these factors, see these two guides: