How do I enable automatic sync of goals in Redwood performance documents?

If you’re creating Redwood performance templates and performance template sections to create performance documents, the sync of goals as content is automatic and enabled by default.

When you create a performance template, you select a review period for each document period. The performance document period is connected to a goal plan by the document type, the evaluation type, and the review period. Similarly, when you create a goal plan, you select a review period and then associate performance document type and evaluation types with the goal plan. Only goals from goal plans with the same review period, performance document type, and evaluation type as set in the performance template appear in a performance document when you create documents based on the template.

If you have in-progress performance documents created from responsive performance templates that didn’t have synchronized goals enabled then it won’t be possible to update those in the Redwood performance document. You can set those documents to completed or closed before you create Redwood performance documents.