What happens when goals are synced in Redwood performance documents?

When goals are synced in performance documents, here's what happens:

  • Employees and managers see the same performance and development goals in performance documents as they do in Goals Center and Career Development.
  • Performance goal weights are synchronized between Goals Center and the performance document.
  • If approvals are enabled for performance and development goals, then pending approvals display in the performance document.
  • Goals in a performance document are frozen when the evaluation tasks are complete. At the time of evaluation, a snapshot of the goal is created for the performance evaluation record. Although goals can continue to be updated in Goals Center (for example, some performance goals may be extended to the following period, or some development goals may be long-term goals that cover longer periods than the dates of a performance document) the evaluation keeps the point-in-time snapshot reference of goal information.