What's a primary goal plan?

A primary goal plan is a common goal plan that's available to all users for all review periods.

You can have only one active primary goal plan for an organization.

A primary goal plan has these features:

  • All users can update a primary goal plan.

  • Weights are enabled by default for a primary goal plan.

  • By default, the enforce sum of goal weights to 100% is disabled. But you can enable this.

  • You can select the primary goal plan when adding a performance goal or mass assigning performance goals. But you can't add goals to a primary goal plan when you create or edit it.

  • You can't specify any eligibility profile for a primary goal plan.