Create a Mass Share Process for Performance Goals

To create mass share 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. Select Add.

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

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

   • A unique process name

   • Review period

7. In the Who do you want to include? section, add employees with whom you want to share the performance goals.
   1. Select the person with whom you want to share the goals.
   2. Select one of these options to indicate with whom you want to share the goals:

      • Self: To share with only the selected employee

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

      • Self and Direct Reports: To share with the selected employee and all direct reports of the selected employee

      • All Reports: To share with both the direct and indirect reports of the selected employee

      • Self and All Reports: To share with the selected employee and all direct and indirect reports of the selected employee

      Note:

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

   3. Save your changes.
8. In the Who do you want to exclude? section, add employees with whom you don't want to share the performance goals.
9. In the Goals section, add goals to share.
10. Add eligibility profiles to restrict the goal share to employees who conform to the added eligibility profiles.
11. Select Create.