How You Manage Performance Goals for Your Team Members

You can manage performance goals for your team members and assign goals to them.

To add performance goals as a manager, use the Goals and Performance Overview page. Go to My Team > Performance Overview.

You can also manage goals for a worker from the Goals tab in the worker's person spotlight, if available to your role.

Depending on your role and security privileges, you can add worker goals using goal plans, the mass assignment request, and data loaders.

As a manager, you can do these tasks:

• Assign a performance goal to your team member's goal plan within a review period.

• Add target outcomes, if enabled, to goals and automatically update the person profiles of your reports.

• Add and update tasks to provide specific actions that determine how your reports can achieve their goals.

• Add notes to your team member's goals and delete notes you added.

• Align the goals of your reports to other goals.

• Approve goals submitted by direct reports.

• Cancel or delete goals for your reports.

  Note: You can’t delete goals that you assigned to your team members if they have added any note to the goal.You can cancel or delete goals assigned by HR specialists if this has been enabled in the goal plan. When you cancel or delete a goal assigned by an HR specialist, both the HR specialist and the employee whose goal was canceled or deleted receive notifications if the appropriate notifications have been enabled.

• Share your performance goals with your team members or others.

• Copy a goal for a report and change the goal plan and attributes of the new copied goal as appropriate. The copied goal is added to the report's goals list.

• Move a goal to another goal plan. The goal that's moved is no longer associated with the source goal plan.

• Extend a goal to another goal plan to let the worker continue working on the goal for a period later than the current goal plan. The target goal plan must have an end date later than the end date of the current goal plan. After extending, the goal is associated with both the source and target goal plans. Any subsequent changes to the goal in the source goal plan are also carried onto the target goal plan after you extend the goal.

• Track measurements added to goals for your reports.