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Goal Creation

Supervisors/Evaluators can create goals for their direct reports

Enhance the Performance Review cycle setup to allow Supervisors and Evaluators to create goals for reviewed employees as part of the review process.

Organizations can configure:

  • Who is responsible for goal creation

  • Goal creation timelines

  • Required goal counts

This supports flexible development planning workflows across different review structures and organizational models.

Goal Creation Ownership

Configurable Goal Ownership

During review cycle configuration, admins can decide who is responsible for creating goals for employees.

Available options include:

  • Employees create their own goals

  • Supervisors/Evaluators create goals for employees

This setting is configured at the review cycle level.

Supervisor & Evaluator Goal Creation

Direct Report Goal Management

When enabled, Supervisors/Evaluators can:

  • Create goals for their direct reports

  • Define developmental objectives

  • Add measurable outcomes

  • Set target completion dates

Goals are associated with:

  • The reviewed employee

  • The active review cycle

  • These goals also show up in the Goals module however, cannot be deleted as they are part of active review cycle

Secondary Managers & Delegated Reviews

Expanded Goal Creation Permissions

If:

  • A secondary manager is assigned
    OR

  • A review is delegated to another evaluator

then the assigned non-manager reviewer also gains permission to create goals for the reviewed employee.

This ensures delegated reviewers can fully participate in employee development planning.

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