Options for Mass Assignment of Performance Goals
As an administrator, you can mass assign performance goals.
You need to specify these values when creating a mass assignment request:
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Process name
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Review period
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The goal plan to associate with the included goals
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The requester name if you're creating the mass assignment process for a manager
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The employees you want to assign the goals to
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Optionally, the eligibility profiles for the assignment
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The goals to assign
Here's what you need to consider while specifying some of these values.
Process Name
The unique name for the mass assignment process helps you to identify the process when you want to copy, edit, or schedule the process.
Requester Name
If you're creating the request for someone else, for example, a manager, specify the person's name. You can select the assignees as one of these options:
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All employees who report to the manager
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Only the direct reports of the manager
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Only selected people
You can assign only the requester's goals when you specify a requester.
Eligibility Profiles
You can add eligibility profiles to restrict goal assignment only to employees who meet the profile criteria that you mark as required. You can limit assigning goals to workers who meet eligibility requirements by job, job role, location, age, or other criteria. For example, you can add a location eligibility profile to a request to restrict goals to individuals who are located in a certain place. You can further refine eligibility by adding role criteria to restrict workers by location and role.
Employees to Include
In the Included Workers section, you can select the employees to be assigned the goal. After selecting the employee, you need to select one of these options to indicate who to assign the goals to:
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Only the selected employee
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Only people who directly report to the selected employee
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All people who report to the selected employee
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Only the selected employee and the people who directly report to the selected employee
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The selected employee and all the people who report to the selected employee