Overview of Implementing Redwood Goals Center

Use this playbook to get started with your implementation of the Redwood Goals Center. To implement Redwood Goals Center, you need to have the privileges of an application implementation consultant.

Complete these tasks to implement Redwood Goals Center.

• Enable Redwood Goals Center. For more information on this, see Set profile options for Redwood pages.
• Configure relevant profile options.
• Configure relevant lookups.
• Define descriptive flexfields.
• Create review periods.
• Configure Alerts Composer templates for performance and development goals.
• Configure these approval rules in Transaction Console:
  • Performance goal approval rules
  • Development goal approval rules
• Extend Goals Center pages using Visual Builder Studio.
• Secure goal actions using privileges.

You can also use the Define Worker Goal Setting task in the Setup and Maintenance work area to define goal objects.