Validations for Goal Actions

You may have noticed that some goal actions are disabled for the goals you select in a goal plan. The application performs validations that determine whether certain goal actions are disabled. If any of these validations fail, then the goal actions are disabled.

This topic deals with the validations for actions that you can do on performance goals that aren't part of performance documents.

When Edit Weight Goal Action is Enabled

Enabling the Edit Weight action for performance goals doesn’t depend on the goal selected. It depends on the value of the Enable inline weight update profile option. If the value of this profile option is No, then you can select the Edit Weight action. Also note that this action is disabled for goal plans that are pending approval except for these cases:

• The approver sends the goal plan back to the employee with a request for more information.

• The current approver edits the goal plan when approving the plan.

If the value of the Enable inline weight update profile option is Yes, then you can edit the goal weight by editing the goal.

When Other Goal Actions Are Enabled

This table shows when goal actions are enabled and when they're disabled. The first column in the table lists the goal actions. The other columns indicate if the action is enabled or not for various use cases.

Note:

The goal action is disabled even if the validation fails for a single use case. For example, if the selected goal is private but is marked as complete, then the delete action is disabled.

Action	User Hasn’t Created the Goal	Selected Goal Is Canceled	Selected Goal Is Complete	Non-Zero Weight Goal in Goal Plan That Enforces Weight Validation	New Goal in Draft Approvals State	Updated Goal in Draft Approvals State	Deleted Goal in Draft Approvals State	Canceled Goal in Draft Approvals State	Private Goal	Organization Goal
Delete	Enabled if employees or managers are allowed to delete HR assigned goals Disabled otherwise	Enabled	Disabled	Enabled	Enabled	Enabled	Disabled	Enabled	Enabled	Enabled
Cancel	Enabled if employees or managers are allowed to cancel HR assigned goals Disabled otherwise	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled	Enabled
Move	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled	Enabled
Copy	Enabled	Disabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled	Enabled
Extend	Enabled	Disabled	Disabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled	Enabled
Share	Enabled	Disabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled
Align	Enabled	Disabled	Disabled	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled
Assign	Enabled only if the user has a manager role	Disabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled
Print	Enabled	Enabled	Enabled	Enabled	Enabled	Enabled	Enabled	Enabled	Enabled	Enabled

Also remember that all goal actions are disabled for these use cases:

• An employee selects a goal in a goal plan that can be updated only by an HR specialist or manager.

• A manager selects a goal in a goal plan that can be updated only by an HR specialist.

• Approvals are pending for the goal plan.

• No goals are selected in the goal plan.