How Effective Dates of Goal Plan Sets Are Assigned

The application-assigned effective date of a goal plan set depends on when the worker is assigned the goal plan set.

The effective dates of the goal plans included in the goal plan set are automatically updated to the application-assigned goal plan set effective dates.

The following table describes scenarios in which a goal plan set is assigned to a worker and the application-assigned effective dates of the goal plan set.

Scenario	Effective Dates of the Goal Plan Set for the Worker Is
The worker is assigned the goal plan set before the beginning of the goal plan set duration.	As included in the goal plan set.
The worker is assigned the goal plan set because of a transfer.	Derived from the date on which the worker becomes eligible for the goal plan set after the worker's transfer. A conflict might occur between the active dates of goal plan sets because of a worker's transfer. You must manually change the effective dates of goal plan sets for the worker and resolve the conflict. Use the Administer Goals page in the Goals work area to change the dates. Depending on your role and security privileges, you can access the Administer Goals page.
The worker is assigned the goal plan set because the worker is a new hire and was hired in the middle of the goal plan set duration.	Derived from the date on which the newly hired worker becomes eligible for the goal plan set. The effective start date of the goal plan set for the worker is later than the start date of the goal plan set.

Scenario

Effective Dates of the Goal Plan Set for the Worker Is

The worker is assigned the goal plan set before the beginning of the goal plan set duration.

As included in the goal plan set.

The worker is assigned the goal plan set because of a transfer.

Derived from the date on which the worker becomes eligible for the goal plan set after the worker's transfer.

A conflict might occur between the active dates of goal plan sets because of a worker's transfer. You must manually change the effective dates of goal plan sets for the worker and resolve the conflict. Use the Administer Goals page in the Goals work area to change the dates. Depending on your role and security privileges, you can access the Administer Goals page.

The worker is assigned the goal plan set because the worker is a new hire and was hired in the middle of the goal plan set duration.

Derived from the date on which the newly hired worker becomes eligible for the goal plan set. The effective start date of the goal plan set for the worker is later than the start date of the goal plan set.