Options for Mass Assignment of Development Goals

As an HR specialist or an administrator, use the Mass Assign Goals Process to create and update mass assignment requests for development goals.

To go to the administrator Career Development page, click My Client Groups > Career Development. Then click the Setup of Development Goals Mass Assignment task in your work area to create mass assignment requests to assign development goals to workers on behalf of their managers.

When creating a request, you specify values for these attributes:

Process name
Requester name if you're creating the mass assignment process for a manager
Employees you want to assign the goals to and exclude any employees
Eligibility profiles for the assignment
Development goals to assign
When to schedule a mass assignment request

Here's what you need to consider while specifying some of these values.

Process Name

The unique name for the mass assignment process helps you to identify the process when you want to copy, edit, or schedule the process.

Requester Name

If you're creating the request for someone else, for example, a manager, specify the person's name. You can select the assignees as one of these options:

All employees who report to the manager
Only the direct reports of the manager
Only selected people

You can assign only the requester's goals when you specify a requester.

Eligibility Profiles

You can add eligibility profiles to restrict goal assignment only to employees who meet the profile criteria that you mark as required. You can limit assigning goals to workers who meet eligibility requirements by job, job role, location, age, or other criteria. For example, you can add a location eligibility profile to a request to restrict goals to individuals who are located in a certain place. You can further refine eligibility by adding role criteria to restrict workers by location and role.

Employees to Include and Exclude

In the Included Workers section, you can select the employees to be assigned the goal. After selecting the worker, you need to select one of these options to indicate who to assign the goals to:

Only the selected worker
Only people who directly report to the selected worker
All people who report to the selected worker
Only the selected worker and the people who directly report to the selected worker
The selected worker and all the people who report to the selected worker

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

Development Goals

Add development goals to the mass assignment request. These development goals are available to workers on their development plan after the process completes successfully.