How can I assign different goals to manager and employees under one goal plan?
You can assign different goals to manager and employees under one goal plan.
- Add the common goals to a goal plan, say FY2025 Goal Plan.
- Assign this goal plan to all eligible employees and managers.
- Create a new eligibility profile for only managers with Job or Position criteria as Manager role.
- Set up a mass assign goal process, say FY2025 Mass Assign Goals for Managers, and select the same goal plan (FY2025 Goal Plan). In the Goals section, add the additional goals that need to be assigned only to managers. Add the created eligibility profile for managers.
- Run the mass assign goal process created in Step 4.
Results:
After the process completes, employees can see only the common goals while managers can view additional goals in the goal plan.