Defining future goal sections

A future goal section pulls a resource's future goals into the section for information purposes. To be included goals must be active, with a blank completion date, and a due date beyond the end of the review period.

  1. Select Administrator > Performance > Appraisal Forms.
  2. On the Sections tab, select Create > Create Future Goal Section.
  3. Specify this information:
    Section

    Specify a short and long description for the section. The long description displays on the appraisal form.

    Active

    The section is active by default. Clear the check box to inactivate it.

    Instructions

    Specify instructions for the appraiser.

  4. Click Save.
  5. On the Goal Types tab, click Actions > Select Goal Type, and select a goal type to associate with the goal section.
  6. Click Save.