1. Using Goal Management
  2. Assign Your Performance Goals

Assign Your Performance Goals

As a manager, you can assign your own performance goals to one or more workers.

You usually assign your performance goals to people who report to you. But when a primary goal plan is active, you can also assign goals to people who don't directly report to you.
Note: If you select a library goal that's already assigned to a team member for the selected goal plan, it won't be assigned again even if you change the name of the library goal.

Assign Your Goals When There's No Active Primary Goal Plan

  1. Go to your Goals page.

  2. Select the review period and goal plan.

  3. Select the performance goals you want to assign.

  4. From the Actions menu, select Assign.

    You can see the Assign Goal page.

  5. If the selected goal plan is weight enabled, specify the weight for each of the selected performance goals.

  6. Select the team members for goal assignment. On the Assign Goal page, you can see only team members who have a goal plan for the selected review period. You can search for specific team members to assign goals. You need to type at least 3 characters in the search field to find specific team members. You can view the team members whose name contains the characters entered. You can deselect the persons who you don’t want to assign the goal. Or you can clear the Select All check box and then search for and select persons to assign goals.

    Note: Select the Show only selected people check box to see only the persons you selected for goal assignment.

  7. By default the goal plan you selected is shown for each team member. Select another goal plan to assign the goal to a different goal plan.

  8. Click Submit.

Assign Your Goals When a Primary Goal Plan Is Active

When a primary goal plan is active, the primary goal plan for the selected review period is the goal plan to which the selected goals are assigned. You can't select another goal plan for your team members. But did you know that you can also include all indirect reports? You can do this when all the listed employees are selected in the Assign To section of the Assign Goal page.

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