Overview of goal plans

Goal plans are a collection of performance goals grouped by common characteristics. For example, a specified time period such as FY2026 or a particular department that must work on them such as Sales Goal Plan. You need to have the privileges of the delivered HR Specialist role to create goal plans.

Use the Goal Plans link on the administrator Goals page to view the Goal Plans overview page.

By default, you can see the goal plans for the review period with the latest start date on the Goal Plans overview page. You can do these actions on this page:

• Create a goal plan.

• Edit a goal plan.

• Delete a goal plan that isn't assigned.

• Change the status of an existing goal plan to inactive.

  Note:

  Managers and workers can’t view or select inactive goal plans. But, HR specialists can view these goal plans on the Goal Plans overview page

• Manage goal plan assignees.