How You Administer Performance Goals

As an administrator, you maintain performance goals on the administrator Goals page.

To view the administrator Goals page, go to My Client Groups > Goals.

Administer Goals

This table lists the links available on the administrator Goals page and the actions that you can do on the pages that you navigate to from the link.

Link on Administrator Goals Page	Actions You Can Do	Comments
Performance Goals	Cancel a goal. Delete a goal. Transfer an organization goal to another organization owner.	You can search for goals by specifying a search criteria such as the worker, manager, or department name. You can also filter the goals to view only organization goals or worker goals.
Performance Goal Library	Edit an existing library goal. Add a library goal. Edit the translation of a library goal in any supported language.	NA
Review Periods	Create a review period. Edit an existing review period.	You can't delete an existing review period. But you can inactivate it.
Goal Plans	Add a goal plan. Edit a goal plan. Manage goal plan assignees.	By default, you can see the goal plans for the review period with the latest start date. You can't schedule goal plan assignment processes from the Goals Plans page. Use Tools > Scheduled Processes or the Scheduled Process for Performance Goals link on the administrator Goals landing page instead.
Goal Plans Sets	Create a goal plan set. Edit an existing goal plan set.	You can see this link only if you have enabled the goal plan sets feature.
Eligibility Profiles	Create an eligibility profile. Edit an existing eligibility profile. Delete an existing eligibility profile.
Setup of Performance Goals Mass Assignment and Mass Sharing	Create a mass assignment or mass sharing process. Copy an existing mass assignment or mass sharing process. Edit or delete an existing mass assignment or mass sharing process.	The review period with the latest start date is the default review period. You can't schedule mass assignment or sharing processes from the Setup of Performance Goals Mass Assignment and Mass Sharing page. Use Tools > Scheduled Processes or the Scheduled Process for Performance Goals link on the administrator Goals landing page instead.
Scheduled Processes for Performance Goals	Schedule processes for these goal tasks: Mass assign or share goals. Assign goal plans. Assign goal plan sets.	NA
Pending Goal Plans	Approve pending goal plans.	This link is hidden by default. To show this link, from Navigator, go to Tools > Structure. We recommend to use the Transaction Console to approve pending goal plans.