Which performance document types can I associate with a goal plan?

For associating performance documents with goal plans, some conditions need to be met.

• The From Date of the performance document type needs to be the same as or before the start date of the goal plan. For example, if the start date of the goal plan is June 1, 2026, then the From Date of the performance document type must be June 1, 2026 or earlier.

• The To Date of the performance document type needs to be the same as or later than the end date of the goal plan. For example, if the end date of the goal plan is December 30, 2026, then the To Date of the performance document type must be December 30, 2026 or later.

• The status of the performance document type needs to be Active.