Contents

• Title and Copyright Information
• Get Help

1 Introduction

• Overview of Implementing Goal Management
• Setup Tasks for Implementing Goal Management
• Structure of Implementing Goal Management Guide

2 Overview

• Overview of Worker Goal Settings
• How You Show the Pending Goal Plans Page
• Configure Performance Goal Library List of Values
• Deep Links
• FAQ
  • What are the Goal Management related application tasks that I can include in checklists?

3 Descriptive Flexfields

• Descriptive Flexfields for Goals

4 Profile Options

• Search Logic Profile Options for Client List of Values
• Goal Management Profile Options
• Enable Deleting All Goal Plan Assignees

5 Lookups

• Goal Lookups
• FAQ for Performance Goal Lookups
  • How can I hide certain goal categories

6 Notifications

• Goal Notifications
• FAQ for Notifications
  • Why are goal notifications not delivered?

7 Goal Approval Rules

• Overview of Performance Goal Approval Rules
• Performance Goal Payload Attributes
• How You Bypass Approvals for Specific Performance Goal Subprocesses
• Simulate Performance Goal Approval Rules
• How You Define Expiration Policies for Performance Goal Approvals
• How You Archive Draft Performance Goal Transactions
• Extract Performance Goals Transaction Data from Approvals Cache
• Examples for Configuring Goal Approval Rules
  • Example of Changing an Existing Performance Goal Approval Rule
  • Example of Adding a Manual Approval Condition for Performance Goals
• FAQs
  • Can I bypass the goal approval process for my organization?
  • Can I delete a goal approval condition in transaction console?
  • What happens if I edit or delete an approval rule?

8 Contextual Notes

• Contextual Notes in Application Pages
• Use Contextual Notes in an Employee's Performance Goal

9 Goal Management Diagnostic and Integrity Checks

• Data Diagnostic Test for Oracle Fusion Cloud Goal Management
• Goal Management Diagnostics
• Check Data Integrity of Performance Goals
• FAQ
  • How can I change the default purge period for the integrity check data of goals?

10 Personalization Using Transaction Design Studio

• Use Transaction Design Studio to Configure Field Displays
• How You Configure Goal Management Pages Using Transaction Design Studio
• Configure Guided Journeys for Goal Management Pages
• FAQs for Personalization Using Transaction Design Studio
  • How can I show more details for shared goals?
  • How can I show labels for shared and aligned goals?
  • How can I show or hide the sort options of a goal plan?
  • How can I allow users to edit the display sequence of goals?
  • How can I allow users to request feedback for performance goals?

11 Integrations

• How Goal Management Works with Profiles
• How Performance Documents Work with Performance Goals