Sources for Goals Content Section

The sources for performance goals and development goals are different. The configuration options you select will determine how the goals appear in a performance document.

Performance Goals

You can select and add Performance Goals from goal plans in Goals Center to the Performance Goals section. To update goals in performance documents with weights that are revised in Goals Center, select Allow update goals action to update goal weights from goal management business process. The Evaluation Type which is configured in the Performance Goal template section determines how a goal plan is evaluated in a performance document.

If employees have more than one goal plan that needs to be evaluated in a performance document, that can be configured differently in the performance template section. For example, a person goal plan could be configured to provide ratings and comments at the goal level and an organization goal plan configured to only provide a section rating and comment. The evaluation type determines which goal section the goal plan maps to and how it’s evaluated. When you create a performance document, goal plans that have the same evaluation type as performance goal sections defined in the performance template are automatically added as evaluation topics.

When managers or workers edit the worker's goals in the Goals Center that already exist in the performance document, the changes are updated in the document using two methods:

• When the manager or worker opens the performance document, all edits to performance goals, except weights, are reflected in the performance document.
• When the manager or worker uses the Update Goals action in the performance document, goal edits, including weights appear in the document.

Development Goals

You can select Populate with workers development goals covering any part of evaluation period in the Development Goals section to add goals from Career Development. You can select the following options to determine which development goals appear in the performance document:

• Include future development goals starting after evaluation period
• Exclude inactive development goals

When managers or workers edit the workers existing goals in Career Development, the changes are reflected in the performance document when it’s opened. To populate the performance document with new development goals from Career Development, they must use the Update Goals action in the performance document.