How You Make Performance Goals Available to Workers

HR specialists and managers, if allowed, can assign goals to workers so that they can adapt the assigned goals to their particular requirements.

Managers can allocate goals to workers in these ways:

Add goals to the workers from the Goals tab in the worker's person spotlight.
Add goals to the selected workers on the Goals and Performance Overview page.
Mark a goal as a goal that can be shared with the organization while adding or editing a goal on the Goals page of the manager.
Share goals with workers and colleagues on the manager's Goals page.
Add goals in the Performance Goals section of a worker's performance document or import another worker's goals to the performance document of a worker.

HR specialists can allocate goals to workers in these ways:

Add goals in the Goals section while creating or editing a mass assignment process.
Add goals in the Goals section while creating or editing a goal plan.
Add a performance goal while conducting a talent review meeting.

Assign Goals to Workers

This table describes methods that different roles use to assign goals to workers.

Role	Description
Managers	Managers can assign their own goals, add new ones, or use existing goals from the goal library. They can assign goals to all their direct reports or a specific direct report. When a primary goal plan is active, managers can also assign goals to people who don't directly report to them. When managers assign their own goals to workers, the workers' goals are aligned automatically to the manager's goal. Managers can cascade goals using goal assignment. Senior managers can assign their goal to other managers who report to them. The line managers can in turn assign the goals to their direct reports. They can assign the goals exactly as they're, or change them to fit the population to which they're assigning the goals.
HR specialists	HR specialists can assign goals to workers by creating a goal plan associated with a review period for a specific population and adding goals to the plan. The HR specialist can add goals directly to the plan either before or after creating it. Depending upon the goal plan settings, HR specialists can add additional goals to the plan. Note: If you have an active primary goal plan, all goals are assigned to the primary goal plan of the selected review period and worker job assignment. HR specialists can use mass assignment requests, application-generated spreadsheets, and other tools such as data loaders to assign goals to workers.

Role

Description

Managers

Managers can assign their own goals, add new ones, or use existing goals from the goal library. They can assign goals to all their direct reports or a specific direct report. When a primary goal plan is active, managers can also assign goals to people who don't directly report to them.

When managers assign their own goals to workers, the workers' goals are aligned automatically to the manager's goal.

Managers can cascade goals using goal assignment. Senior managers can assign their goal to other managers who report to them. The line managers can in turn assign the goals to their direct reports. They can assign the goals exactly as they're, or change them to fit the population to which they're assigning the goals.

HR specialists

HR specialists can assign goals to workers by creating a goal plan associated with a review period for a specific population and adding goals to the plan. The HR specialist can add goals directly to the plan either before or after creating it. Depending upon the goal plan settings, HR specialists can add additional goals to the plan.

Note: If you have an active primary goal plan, all goals are assigned to the primary goal plan of the selected review period and worker job assignment.

HR specialists can use mass assignment requests, application-generated spreadsheets, and other tools such as data loaders to assign goals to workers.

Share Goals with Organization

Goal administrators or organization owners can share their goals and make them available for workers in their hierarchy. These goals are labeled as Organization Goal in the Goals page. The people who report to the person sharing the goal can see these goals in the Organization Goals subsection of the Goals Shared with Me section of their goal page. They can add these organization goals as their own goals.

Share Goals with Others

Managers can share goals with their direct and indirect reports as an alternative to assigning goals. Workers can share goals with their colleagues. Workers can also align their goals to the shared goals of either a manager or a colleague. A goal that a worker adds from shared goals is automatically aligned to the shared original goal.