How can I restrict goal assignment to specific employees?

As goal administrators, use eligibility profiles to restrict goal assignment to employees who meet specific criteria.

An eligibility profile defines criteria used to determine whether an individual qualifies for a performance or development goal. The criteria can be personal criteria such as age, qualification, competency, or gender. It can also be employment related such as job, work location, or grade. You can use eligibility profiles with a Goals Management profile usage.

You can establish eligibility for performance goals when creating or editing these entities:

• A goal plan

• A mass assignment request for performance goals

• A mass share request for performance goals

For development goals, you can include eligibility profiles when defining a mass assignment process or editing an existing mass assignment process.

You can also set 1 or more eligibility profiles as required.

• If you mark all included eligibility profiles as required, then an employee must meet criteria of all the eligibility profiles.

• If you don't mark any included eligibility profile as required, then an employee must meet criteria of at least 1 eligibility profile.

• If you mark some eligibility profiles as required, then an employee must meet criteria of all the required profiles and at least 1 nonrequired profile.

• If you mark only 1 included eligibility profile as required, then an employee must meet criteria of that eligibility profile.