Copying organizational goals

  1. Select Performance.
  2. Click the Goals tab.
  3. Click Copy.
  4. Click the Organizational Goal Templates tab.
  5. Specify search criteria to locate the resource goals to copy, and click Search.
    You can limit your search using these criteria:
    Year
    Select a year to limit your search to a specific year.
    Goal Category
    Select a goal category.
    Goal Type
    Select a goal type.
    My Organization Units
    Select Yes to show only organizational goals that have been defined for your organization units. Your organization units are those that you are associated with through your work assignments.
    Other Organization Units
    Select Yes to show only organizational goals for organization units other than yours.
    Note: If you leave both My Organization Units and Other Organization Units blank, then organization goals for all organization units are displayed.
    Keyword
    Specify a string that you know is contained within the goal information.
  6. Select one or more goals to copy.
  7. Click Copy To My Goals.
    Copied goals are displayed in the Pending section and are in Draft status.
    These fields are not copied from the source goal:
    • Status
    • Approval Status
    • Entered By

    The Entered On This Goal field is selected on the new goal if the source goal is set up to use external results.