Create a Mass Assignment Process for Performance Goals

To create mass assignment processes for performance goals, use the Setup of Goals Mass Processes page if your organization has enabled combined administrator pages for performance and development goals. Else, use the Setup of Performance Goals Mass Assignment and Mass Sharing page.

1. Go to My Client Groups > Goals.
2. Use 1 of these tasks depending on whether your organization has enabled combined administrator pages for performance and development goals or not:
   • Setup of Goals Mass Processes: If combined pages are enabled
   • Setup of Performance Goals Mass Assignment and Mass Sharing: If combined pages aren't enabled
3. If combined administrator pages are enabled, on the Setup of Goals Mass Processes page, ensure that Performance is selected in the Type filter.
4. Click Add.

   You can see the New Mass Assignment or Mass Share Goals Process page.

5. Select the process type as Mass assign goals.
6. Specify these details:

   • A unique mass assignment process name

   • Review period

   • Goal plan

     Note:

     If an active primary goal plan exists for the review period, it's selected by default. You can't select another goal plan

   • The requester name if you're creating the process for a manager. Select the assignees after you specify a requester as one of these values:

     • Selected persons only
     • All direct reports
     • All direct reports and indirect reports
   • If you don't want to assign the goals in the mass assignment to those who aren't assigned the goal plan, set the Exclude workers who aren't part of the goal plan switch to On.
7. In the Who do you want to include? section, add employees who you want to assign the performance goals to. After selecting an employee, select one of these options to indicate who to assign the goals to:

   • Self: To assign only to the selected employee

   • Direct Reports: To assign to only to persons who directly report to the selected employee

   • Self and Direct Reports: To assign to the selected employee and all direct reports of the selected employee

   • All Reports: To assign to both the direct and indirect reports of the selected employee

   • Self and All Reports: The selected employee and all direct and indirect reports of the selected employee

   Note:

   You can't see the Who do you want to include? section when you select a requester and specify that you want the goals to be assigned to only persons who report to the requester.

   HR specialists can select any employee in the organization for assigning goals even if they don't have access to the employee.

8. In the Who do you want to exclude? section, add employees who you don't want to assign the performance goals to.
9. In the Goals section, if you haven't added a requester, add existing library goals or create goals. When you add a requester, you can select and add goals of the requester.

   If a selected library goal is already assigned to an employee, it won't be assigned again even if you change the name of the library goal.

10. Add eligibility profiles to restrict the goal assignment to employees who conform to the added eligibility profiles.
    Note:

    You can't specify eligibility profiles when you select a requester.

11. Click Create.