How Global Transfers Impact Performance Goals

When you transfer a worker permanently to a new legal employer, as administrators or managers you can select the performance goals you want to transfer to the new assignment.

Administrators can move goals in the Performance Goals and Documents section of the Create Mass Legal Employer Change page. Administrators and managers can move goals in the Performance Goals and Documents section of the Local and Global Transfer page.

Users have these options when moving performance goals:

Move all the workers’ performance goals associated with all review periods.
Select only current and future review periods and leave historic performance goals associated with the inactive assignments.

The Move Performance Goals and Documents process runs when you move performance goals to the new assignment. The process is scheduled to run on the effective date of the global transfer. After the process completes, the transferred workers and their new managers can view the moved performance goals for the new assignment. The goals won’t be visible as part of the old assignment.

These considerations apply for transfer of performance goals in a global transfer:

A worker might have the same performance goals and goal plans associated with many assignments within the same work relationship. In this case, only the performance goals associated with the primary assignment are moved to the new assignment created by the process. The performance goals associated with secondary assignments will remain associated with them for further processing, canceling, or deleting.
You can’t manually schedule the Move Performance Goals and Documents process.
If any goal plans of the worker for the selected review periods are pending approval, the global transfer won’t move any performance goals to the new assignment. Check the log file of the scheduled process to identify the performance goals that aren’t transferred.
If the global transfer is canceled, then the goals are transferred back to the original assignment.