Managing pending goals

When a goal is initiated by an employee or a manager and it is not yet active, it appears on the Pending tab.

The administrator views the managers' pending goals list and the employees' pending goals list. The goal owner determines who initiated the goal, what stage of the process the goal is in, and the actions that the administrator can take.

Pending goals can be sorted by approval status.

If a goal comes from an employee's pending list, then the administrator can take the same actions as the employee. If a goal comes from a manager's pending list, then the administrator can take the same actions as the manager. The administrator can always delete or update a pending goal in any status.

Use this procedure to submit, approve, accept, reject, or return a goal or all goals.

Select Administrator > Goals > Resource Goals.
Select the employee.
Click the Pending tab
Highlight the goal.

Depending on the goal status, take one of these actions:

Note:

Goals that must be approved by year can be processed only with the All actions. These actions include submit all goals, approve all goals, accept all goals, reject all goals, revert all goals, and return all goals. These actions process any other goals that are on the Pending tab.


Pending tab status	Owner	Administrator actions
Draft	Employee	Update, including aligning to an organizational goal Submit Draft Goal To Manager For Approval Submit All Draft Goals To Manager For Approval Delete Create Action Plan, if applicable
Draft	Manager	Update, including aligning to an organizational goal Submit Suggested Goal To Employee For Acceptance Submit All Suggested Goals To Employee For Acceptance Delete
Submitted To Manager For Approval	Employee	No action
Needs My Approval	Manager	Approve Goal Requested By Employee Reject Goal Requested By Employee Approve All Goals Requested By Employee Reject All Goals Requested By Employee Note: Approved goals are moved to the Active tab. Rejected goals are set to Draft status and moved to the employee's Pending and Active tab.
Submitted To Employee For Acceptance	Manager	No action
Needs My Acceptance	Employee	Accept Goal Suggested By Manager Return Goal Suggested By Manager Accept All Goals Suggested By Manager Return All Goals Suggested By Manager Note: Accepted goals are moved to the Active tab. Rejected goals are set to Draft status and moved to the manager's Pending tab.
Ready To Move To Active	Manager	Move All Goals To Active Revert Goal To Draft Revert All Goals To Draft
Ready To Move To Active	Employee	No action