How do goal and goal plan settings control the actions that managers and employees can do?

The Allow assignees to edit goal definition goal setting and various goal plan settings control the actions that managers and employees can do.

This table describes the effect of different combinations of the Allow Updates to Goals By goal plan setting, the goal setting goal plan settings and the Allow assignees to edit goal definition goal setting.

Allow Updates to Goals By Goal Plan Setting	Don't allow workers to add goals after the end date for setting goals	Don't allow workers to edit, cancel, or delete goals after the end date for setting goals Goal Setting Option of Goal Plan	Allow assignees to edit goal definition Goal Setting	What Managers Can Do	What Employees Can Do
HR specialist	Not selected Selected	Not selected Selected	Not selected Selected	Can view goals Can't add goals Can't update goals	Can view goals Can't add goals Can't update goals
HR specialist and manager	Not selected Selected	Not selected Selected	Not selected Selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can't add goals Can't update goals
HR specialist, manager, and worker	Not selected	Not selected	Not selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update only progress attributes for assigned goals Can add and update own goals without any restrictions
	Not selected	Not selected	Selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update assigned goals without any restrictions Can add and update own goals without any restrictions
	Selected	Not selected	Not selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update only progress attributes for assigned goals Can update own goals without any restrictions. Can't add new goals after the end of the goal setting period
	Selected	Not selected	Selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update assigned goals and own goals Can't add new goals after the end of the goal setting period
	Not selected	Selected	Not selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update only progress attributes for assigned goals within the goal setting period Can update own goals only within the goal setting period Can add new goals even after the end of the goal setting period
	Not selected	Selected	Selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update assigned goals and own goals only within the goal setting period Can add new goals even after the end of the goal setting period
	Selected	Selected	Not selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update only progress attributes for assigned goals Can update own goals only within the goal setting period Can't add new goals after the end of the goal setting period
	Selected	Selected	Selected	Can view goals Can add goals to a team member's goal plan Can update goals in a team member's goal plan	Can view goals Can update assigned goals and own goals only within the goal setting period Can't add new goals after the end of the goal setting period

Note:

Managers can update the Allow assignees to edit goal definition goal setting only for goals assigned to a team member by the manager or HR specialists.

This table describes how the Actions for Workers and Managers on HR-Assigned Goals goal plan setting along with the Don't allow workers to edit, cancel, or delete goals after the end date for setting goals goal setting option controls the ability of managers and employees to cancel or delete goals assigned by HR specialists.

Actions for Workers and Managers on HR-Assigned Goals Goal Plan Setting	Don't allow workers to edit, cancel, or delete goals after the end date for setting goals Goal Setting Option of Goal Plan	What Managers and Employees Can Do
Cancel and delete	Not selected	Managers and employees can cancel and delete goals assigned by HR specialists even after the end date of the goal setting period.
	Selected	Managers can cancel and delete goals assigned by HR specialists even after the end date of the goal setting period. Employees can't cancel and delete goals assigned by HR specialists after the end date of the goal setting period.
Cancel only	Not selected	Managers and employees can cancel goals assigned by HR specialists even after the end date of the goal setting period, but not delete the goals.
	Selected	Managers can cancel goals assigned by HR specialists even after the end date of the goal setting period, but can't delete the goals. Employees can't cancel and delete goals assigned by HR specialists after the end date of the goal setting period.
Delete only	Not selected	Managers and employees can delete goals assigned by HR specialists even after the end date of the goal setting period, but not cancel the goals.
	Selected	Managers can delete goals assigned by HR specialists even after the end date of the goal setting period, but can't cancel the goals. Employees can't cancel and delete goals assigned by HR specialists after the end date of the goal setting period.