Automate Synchronized Goals in Performance Documents

View consistent development and performance goal information in Goal Management, Career Development, and Performance Management.

When synchronized goals is enabled in performance documents, employees and managers will see the same performance and development goals in performance documents as they do in Goal Management and Career Development.

1. Enable the ORA_HRA_SYNCHRONIZED_GOALS profile option.
2. Create new evaluation types (if required) in the ORA_HRA_GOAL_PLAN_EVAL_TYPE lookup. For more information on creating and editing lookups, see Overview of Lookups
   Evaluation type is an attribute that matches a synchronized performance goal section in a performance template to a goal plan.
3. Go to My Client Groups > Performance.
4. Select Performance Template Sections, and click Add.
5. In the Create Performance Template Section page, enter the section details and in the Section Processing region, select Development Goals as the Section Type and select the Synchronized goals section check box.
6. Add another section in the Create Performance Template Section page, enter the section details and select Performance Goals as the Section Type and then select the Synchronized goals section check box.
7. Go to My Client Groups > Performance.
8. Select Performance Templates, and click Add.
9. Create a performance template and ensure you select the Use synchronized goals sections check box in the General tab.
10. In the Structure tab of the performance template, add the synchronized development goal section and the synchronized performance goal section.
11. Select the Not ready to evaluate option if you want to give workers and managers the ability to mark goals as not ready to evaluate.
12. Configure goal plans with the same evaluation type as the synchronized performance goal section in the performance template.
    1. After you enable the synchronized goals profile option, you can see the Evaluation Type field in the definition of a goal plan. This also includes previously created goal plans, which means you can use them with any new synchronized goal performance templates.
    2. You can create performance documents based on the synchronized goal templates.
    3. The application automatically updates the created performance documents with any goals added or removed.
13. Schedule the Synchronize Goal Data in Performance Documents process to ensure worker’s performance documents are synchronized with the performance goals in Goal Management, and development goals in Career Development. Choose to run the process for specific review periods or goal plans. All development goal data is synchronized regardless of selections.