Goal Plan Sets
Goal plan sets are one or more goal plans that you assign as a group to a population set. The goal plans and the goal plan set must be associated with the same review period.
Depending on your role and security privileges, you can create goal plan sets. Use the Goal Plan Sets link on the administrator Goals page to create goal plan sets. You can enable goal plan sets using the Goal Plan Sets Enabled profile option
These are the advantages of using goal plan sets:
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You can group goal plans to evaluate the overall progress and performance of a worker.
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You can assign specific goal plans with relative weights to a specific population.
Goal Plan Grouping and Tracking for Specific Periods
HR specialists create goal plan sets for a review period to:
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Group goal plans within the same review period to assign them to a group of individuals
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Track worker performance for the period of the goal plan set
Associate goal plans with a goal plan set before submitting a goal plan set for assignment. The start and end dates of the review period associated with goal plans must fall between the dates that the goal plan set is active.
Relative Weights for Goal Plans for Specific Populations
When creating a goal plan set, you can allocate weight to each goal plan so the sum of weights of all goal plans is 100, if enabled. You can assign goal plans to individuals, a selected hierarchy, or a wider population within the organization. You can select eligibility profiles at any time. Use eligibility profiles to ensure that the goal plan set is assigned to all individuals who meet the eligibility criteria. You must add goal plans to the goal plan set before you submit the goal plan set for the goals assignment. You can select existing goal plans or create a goal plan.
After you submit and assign a goal plan set, you:
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Can't remove or add goal plans to the goal plan set.
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Can remove or add individuals and eligibility profiles to the goal plan set at any time.