Why are some actions disabled for performance goals?

Validations are done for actions of performance goals. If any of these validations fail, then the goal actions are disabled.

All goal actions are disabled for these use cases:

• The person hasn't been assigned privileges to perform the goal action.

• An employee selects a goal in a goal plan for which the Allow Updates to Goals By goal plan setting is set to HR specialist or HR specialist and manager.

• A manager selects a goal in a goal plan for which the Allow Updates to Goals By goal plan setting is set to HR specialist.

• Approvals are pending for the goal plan.

This table shows when goal actions are enabled and when they're disabled. The first column in the table lists the goal actions. The other columns indicate if the action is enabled or not for various use cases.

Note:

The goal action is disabled even if the validation fails for a single use case.

Action	User Hasn’t Created the Goal	Selected Goal Is Canceled	Selected Goal Is Complete	Non-Zero Weight Goal in Goal Plan That Enforces Weight Validation	New Goal in Draft Approvals State	Updated Goal in Draft Approvals State	Deleted Goal in Draft Approvals State	Canceled Goal in Draft Approvals State	Goal Published for the Organization
Delete	Enabled for HR specialists Enabled if employees or managers are allowed to delete HR assigned goals Disabled otherwise	Enabled	Disabled	Enabled	Enabled	Enabled	Disabled	Enabled	Enabled
Cancel	Enabled if employees or managers are allowed to cancel HR assigned goals Disabled otherwise	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled
Move	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Disabled	Enabled
Copy	Enabled	Enabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled
Extend	Enabled	Disabled	Disabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled
Share	Enabled	Disabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Disabled
Align	Enabled	Disabled	Disabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled
Assign	Enabled only if the user has a manager role	Disabled	Enabled	Enabled	Disabled	Disabled	Disabled	Disabled	Enabled

Validations for Goal Actions for Performance Goals in Performance or Check-In Documents

Validations for actions on goals included in performance or check-in documents also depend on the validations for goal actions in general. If the goal center validation doesn't allow an action, you can't perform that action.

This table shows when actions are enabled and when they're disabled for goals that are part of performance or check-in documents.

Action	Goal Added to a Check-In Document	Goal Added to a Performance Document Is Rated or Commented	Goal Added to a Performance Document Isn’t Rated or Commented
Delete	Disabled	Disabled	Enabled
Cancel	Disabled	Disabled	Enabled
Move	Disabled	Disabled	Enabled
Copy	Enabled	Enabled	Enabled
Extend	Enabled	Enabled	Enabled
Share	Enabled	Enabled	Enabled
Align	Enabled	Enabled	Enabled
Assign	Enabled	Enabled	Enabled
Print	Enabled	Enabled	Enabled