This tool allows managers to assign goals to multiple employees.
To Assign a Goal via My Library
Set your role to Appraiser.
Click Goals then My Library.
From Select Library, select where the goal is stored.
From Select Goal, select the desired goal.
Click the Assign to Appraisal tab.
NOTE
If you do not have concurrent appraisals enabled, you will see an Assign to Employees tab instead.
Choose which period, Current or Future, you'd like to assign the goal.
If Action Steps are present and you desire to assign them as well, click the Copy Goal Action Steps box.
NOTE
If Business Goals are enabled you will have the option to assign the goal to the Individual Goal or Business Goal section.
From Choose a Unit Type, select the type of unit you'd like to assign by. Choices are Department, Location, Division, Employees, and Hire Date.
NOTE
Based upon your Unit Type choice, the remaining fields will adjust. If you choose Department, Location, or Division, you will also see a Choose a Sub-Type field where you can further specify the unit. If you choose Hire Date you will see a date range field.
From Appraisal Process, choose the appraisal you wish to assign the goals to. Choices are the default and whatever concurrent appraisal processes you may have built.
If you don't have Concurrent Appraisals enabled, the goal will automatically be assigned to the default appraisal and you will not see this field.
From the Choose Employees dropdown, make your employee selections.
Click Save.
The employee assignments will now appear in the Currently Assigned section.
NOTE
- Goals that have been shared by Admins to My Library for appraiser use cannot be edited by an appraiser until they are assigned to employees. This ensures the goal stays in its original form in My Library but is fully editable in the employee record.
- If you are assigning a goal to multiple employees and only want to have to make edits once, you can duplicate the shared goal, edit your copy, then assign it to employees.