Copying resource goals

Perform this task to copy another employee's goal, if that goal was flagged as public.
  1. Select Performance.
  2. Click the Goals tab.
  3. Click Copy.
  4. On the Other Resource Goals tab, 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.
    Keyword
    Specify a string that you know is contained within the goal information.
  5. Select one or more goals to copy.
  6. 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
    • Aligned goals
    • Comments
  7. Open a copied goal to make changes. You can change any field except the goal type.