Goal Plans
Goal plans are a collection of performance goals grouped by common characteristics. For example, a specified time frame and a particular department that must work on them. Depending on security privileges assigned to your role, you can create goal plans.
Manage Goal Plans
Use the Goal Plans link on the administrator Goals page to view the Goal Plans overview page.
By default, you can see the goal plans for the review period with the latest start date Goal Plans overview page. You can do these actions:
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Edit a goal plan.
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Delete a goal plan.
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Change the status of an existing goal plan to inactive.
Note: Inactive goal plans aren't available for use and don't appear on the application pages.
Primary Goal Plan
You can use the primary goal plan to create a common goal plan for all review periods. The primary goal plan feature is available only if you haven't enabled the goal plan set feature. When you navigate to the Goal Plans page, you can see the Primary Plan section. The primary goal plan, if available, is displayed in this section. You don't need to assign the primary goal plan to any worker. When you make a primary goal plan active, it's available to all users in all review periods.
Assign Goal Plans
You need to assign goal plans other than the primary goal plan to an employee before you can you can add or assign goals to the employee within the goal plan duration. Use the Scheduled Processes for Performance Goals link on the on the administrator Goals page to schedule a process that will assign goal plans.