Overview of primary goal plan

A primary goal plan is a common goal plan that's available to all users for all review periods. You can have only one active primary goal plan for an organization.

A primary goal plan has these features:

• A primary goal plan is available to all users and can be updated by them.

• Weights are enabled by default for a primary goal plan.

• By default, the enforce sum of goal weights to 100% is disabled. But you can enable this.

• You can select the primary goal plan when adding or mass assigning performance goals. But you can't add goals to a primary goal plan when you create or edit it.

Primary goal plan and goal integrations

Other offerings can use primary goal plan in these ways:

• When a primary goal plan is active, performance goals added in a Talent Review meeting are automatically added to the primary goal plan of the selected review period.

• These rules apply for goals included in Redwood performance documents:

  • If the primary goal plan is associated with the document type used for a performance document template, then when the administrator creates a performance document based on that template, a primary goal plan is created for that review period. A primary goal plan need not be associated with the review period of the performance document.

  • Goals in the performance template of the performance document are added to the primary goal plan.

  • If the primary goal plan is associated with the document type used for the performance template, then when you copy goals from a performance document, they're added to the primary goal plan.