FAQ: Individual Goals

The

Cascade Goals

business process automatically initiates 1

Manage Goals

subprocess for each employee you assign the goals to. Each employee can have a different definition of the

Manage Goals

business process, depending on their supervisory organization. After initiation, the

Manage Goals

process runs all additional steps or notifications. If the process has no workflow steps, then

Manage Goals

is automatically completed. If

Manage Goals

includes notifications, the employee receives the notification at the specified workflow step.

Yes. You can create condition rules based on the

Cascaded Goal

and

Contains only Editable Goals

report fields to trigger workflow steps for specific goal types. Example: Build a condition rule that sends notifications only for cascaded goals, or include a review step only for cascaded goals that are editable.

Add a

Review Goal

action step to the

Manage Goals

business process and route the step to the

Employee as Self

security group. On the

Review Goal

step, build a condition rule using the

Cascaded Goal

report field to evaluate whether goals are cascaded before initiating the step.

No. You can establish a weighting scale for ad hoc goals by creating validation rules on the

Manage Goals

and

Cascade Goals

business processes.

Weights are locked on non-editable cascaded goals, except when the review template requires that total weighting equal 100. When you pull goals into such a template, you can change the goal weighting. The

My Goals

and

View Goals for Worker

reports reflect the updated weighting when the review is completed.