How do I ensure that performance goals of a goal plan are visible in performance documents?

You need to configure both performance documents and the goal plan to automatically add goals to the performance document.

Set Up Performance Documents for Synchronization

Add a Performance Goals type section in the performance template. Remember to enable ratings and comments so that managers, employees, and participants can select a rating for the section and provide comments.

In the Performance Goals section, select these checkboxes:

• Populate with Worker Performance Goals: To add goals from goal plans in Goal Management to the performance document.
• Allow update goals action to update goal weights from goal management business process: To update goals in performance documents with weights that are revised in Goal Management.

Set Up Goal Plans for Synchronization

The Evaluation Type attribute of goal plans is used to sync performance goals in Goal Management with specific evaluation topics in performance documents.

When an HR specialist creates a performance document, these goal plans are automatically added as evaluation topics:

• Those that have the same review period as the performance document
• Those that have the same evaluation type as performance goal sections defined in the performance template