How to cascade goals from the top level down to managers and then to their direct reports?

As a manager, if you have the required privilege, you can share goals with all people in your organization.

Before you start

  • Your administrator needs to enable creating organization goals.
  • You need to have the Manage Performance Goal for Organization (HRG_MANAGE_PERFORMANCE_GOAL_FOR_ORGANIZATION_PRIV) privilege.
  • You need to have the Executive Manager role

Share a goal with your organization

  1. Create a performance goal or edit your existing goal.
  2. Set the Publish this goal for your organization switch to On state.
  3. Add or update the goal.

Results:

Employees in your organization can see the goal you shared on the Explore tab of their Goals Center. They can perform any of these actions on the published organization goals:

  • Create a new goal based on the published goal. The new goal is aligned to the published goal.
  • Align the published goal with one of their goals.