Aligning employee goals with organizational goals (goal leader)

An employee goal can be aligned with an organizational goal at the time it is created (by an employee, manager, goal leader, or administrator). After the goal is activated, you can remove or change the organizational goal, or you can add another organizational goal.

  1. Access Goal Leader Resource Goals.
  2. Locate and select the employee that you want to update.
  3. On the Active tab, open the goal for which you want to align an organizational goal.
  4. Access Aligned Goals.
  5. On the Align Organizational Goals form, click New.
  6. In the Organizational Goal field, select the appropriate organizational goal and click Save.
  7. To remove an organizational goal, on the Aligned Goals tab, select the aligned organizational goal, click Delete, and click Yes to confirm.

Guidelines for aligning employee goals

  • The organizational goal must be Active and Finalized.

  • The organizational goal must use a goal category that you are responsible for.

  • The goal category of the organizational goal must match the goal category of the employee goal.

  • The organizational goal's end date must be greater than or equal to the current date.

  • The employee goal's dates must overlap the organizational goal dates.

    Note: 

    You can change the dates of both the organizational goal and the employee goal after the employee goal is aligned, except for goals where a goal year is required.

  • An employee goal can be aligned with multiple organizational goals.