Approval and goal status

A goal can belong to a type that has the Approve Goals By Year flag assigned by an administrator. When this flag is applied, all goals for the same goal year must be submitted and approved together. These goals are linked. If any goal requires editing after it reaches Active status, the administrator must revert all related goals to Draft status so edits can be made.

Note: Goals that have been set up to share a year must be accepted or returned together in a group. These goals are marked with a blue alert.

You or your manager can initiate goals that are not approved by year. If you request a goal, your manager must approve it first. When your manager approves the goal, it moves from the Pending section to the In Progress section. If your manager rejects the goal, it appears in Draft status in the Pending section with a yellow alert indicating that it was rejected. You can modify the goal and resubmit it, or you can delete it.

When your manager suggests a goal, it shows in your pending goals list with a status of Needs Acceptance. You can accept or return the goal. You cannot modify goals submitted by your manager. You can add comments only when accepting or returning the goal. You can also add action plans, if applicable.

If you return the goal, it shows in your manager’s pending goals list in Draft status. Your manager can modify and resubmit the goal or delete it. When you accept the goal, it becomes Active.

These sections are available in the module:

Pending: Shows suggested or requested goals that are awaiting approval by you or your manager. The Pending section appears only when you have pending goals. Pending goals have a status of Draft, Needs Acceptance, or Submitted for Acceptance.
In Progress: Shows goals that have been approved and set to active by your manager.
Inactive: Shows goals that were canceled or that expired.
Completed: Shows goals that were completed, or goals that were included in a year plan for a year in the past.