The Latest Goal Management

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Explore and enable the latest version of Goal Management

Overview of Latest Goal Management

The latest version of Goal Management, consisting of performance goals and development goals, provides a new experience to set up, track, distribute, and manage goals in your organization

  • Upgraded user interfaces allow employees to more effectively set up and manage their goals and view their activities.
  • A unified entrance to Performance Goal and Development Goal enables seamless navigation
  • Uncluttered goal list views make it easy to spot critical information, glean insights, and apply quick changes.
  • The integration with Continuous Performance Management helps managers and employees explore relationships between activities and goals in a broader perspective

Supported capabilities

At this stage, the Latest Version of Goal Management offers the most important capabilities that are already available in GMv12.

  • Create and Cascade Personal Goals
  • Create and Manage Team Goals*

*Group Goals are not separated anymore from Team Goals. Essentially, a Team Goal will allow to select the goal owner as an assignee, and that would become a Group Goal.

  • Cascade Goals to other employees (except for cascade-align)
  • Goal Plan States
  • Copy Goals from Other Plans
  • Adding Goals from Goal Library
  • Comment field
  • Metric Lookup Table
  • Create and view activities, as well as linked achievements from Continuous Performance Management
  • Milestones
  • View Goal Audit

Reduced Scope: You can check here the reduced scope of the latest Goal Management updated, including not supported features.

Enable Latest Goal Management

The Latest Goal Management is available in the Upgrade Center, but the upgrade is NOT revertible. If this is upgraded, there is no possible way to revert to GMv12.

To enable Latest Goal Management, navigate to Upgrade Center using Action Search, and select the Latest Goal Management under Optional Upgrades


You can select to Filter By: Goals to display only the relevant upgrades for Goal Management.

Once the upgrade is completed, all the existing templates will be placed into a read-only mode until they are converted.

Convert an existing template to the Latest Goal Management

If you need to continue using some of your existing templates, you will need to convert them into the Latest Version using the tool provided within Manage Templates.


Convert only those templates that you are currently using going forward. It is not necessary to convert every single template. New templates created will not require any conversion.

The templates converted will retain their ID. The original template is copied with a new ID and renamed as <Original Name> Backup in the read-only mode

  1. Navigate to Manage Templates and select at least one template to convert. Alternatively, you can add a new template from SuccessStore or Provisioning, and it will be displayed in the Latest Goal Management version.
  2. The existing templates in your instance are convertible. You can run the Conversion tool which will ensure the template is ready to go. Any fields not supported, will be set to optional (not required) if they were previously, and while they will remain in the template, they will not be shown in the UI.

Considerations when using Latest Goal Management

General Considerations

  • End users need Goal Management Access permission granted in RBP, as well as Goal Plan permissions at the template level, to create goals.
  • The following Goal Management Feature Settings are not applicable to Latest Goal Management:
    • Enable Group Goals 2.0 (Only for Legacy Goal Management)
    • Enable target population for group goals (Only for Legacy Goal Management)
    • Enable Delete Team Goals Share (Only for Legacy Goal Management)
    • Enable Goal Management People Selector (Only for Legacy Goal Management)
  • Goals can be copied from other goal plans, including those from backup templates, with a maximum of 10 goals at a time, using the TGM/CDP Objective Transfer Wizard.
  • The Start and Due date of the Goal being transferred must fall between the Start and Due dates of the Goal Plan. Otherwise, the users will be prompted to edit the dates before transferring the goal.


  • name must be required. It is always the first field to display on the UI when users create a goal. Maximum Length is 500 characters.
  • desc, metric and comment fields will have a max-length of 1000 characters
  • start and due dates must be between the obj-plan-start and obj-plan-due element value in the Goal Plan template.
  • state. We recommend that you set the label of the last enum value for the state field to complete. This is because the last enum value triggers the complete state of a goal. Background style is not supported, only text color (HEX not RGB)
  • weight. If defined, minimum and maximum weights per objective must be met to create a goal.
  • Other enum fields beyond the status field, will not display any background or text color as configured in Manage Templates. The maximum enum values possible are limited to 20.

Latest Goal Management - End User

Goal Management main menu

Users can access from HomeGoals or selecting the My Goals quick action on the home page, just like in GMv12. The image below shows the different navigation options, actions, and other when accessing the Goal Plan.

  1. Users can toggle between Performance Goal and Development Goal, if a Development Plan is available for them. That way, from the same menu, employees and managers can review Performance and Development Goals easier.
  2. Option to expand a drop down list and access all the available Goal Plans. Those Goal Plans still not converted to the latest version but accessible to the employee, will be read-only and a Legacy View option is available to see goals from previous goal plans.
  3. In this section, we can display the total goal count, and the goal count by status. Each status can be selected to filter and see only those goals in the Goal Plan. Additionally, an "i" icon displays if there are any warnings from the min-goals, max-goals ,min-weight and max-weight
    In Latest Goal Management, the min-weight-per-obj and max-weight-per-obj are enforced, if they are defined in the XML template.
  4. The introduction text is available here, when selecting the "i" icon, it will display.
  5. Goal Categories
  6. Goal Cards
  7. Actions to create goals. Depending on the permissions, users can
    • Create Personal Goals
    • Create Goals from a Goal Library
    • Copy Goals from another Goal Plan
    • Cascade Goals
    • Manage Team Goals
  8. User Search. To search for users and navigate to their Goal Plan. Access to the actual goal plan might be restricted if the user is not in our target population.
  9. People Selector. It displays self, manager, direct reports and matrix reports (if any).

Goal Cards

In Latest Goal Management, each goal is presented as a Goal Card, where end users can easily see their details and take actions on the goal.

  1. Goal Name, Type and Due Date
  2. Actions depending on the permissions: Edit Goal, Delete Goal, Cascade Goal, Create Activity (requires Continuous Performance Management).
  3. Completion of the Goal (% completion and the status color).
  4. Change Goal Status.

Goal Details

Select the goal card to drill down into the details of the Goal and further actions.

  1. Goal Name, Visibility (Public/Private) and Last Updated date are displayed here.
  2. Status and % Completion of the Goal. The status can be changed from this option.
  3. Goal Actions: Edit Goal, Cascade Goal, Delete Goal.
  4. View Audit History: Allows to display the changes tracked to goals, when a goal is created, modified, deleted, cascaded, assigned, copied or replaced. A list of records showing what changes were made, by whom and when, including a comparison between previous and new values of the changed fields if a goal was modified or replaced.
  5. Create and display activities and achievements (completed activities) in Continuous Performance Management.
  6. More info: Displays details of additional goal fields.
  7. Goal Alignment. If the goal is cascaded to/cascaded from others, the alignment is shown here. Aligned down indicates that this goal has been cascaded to these reports.
  8. Comments on goals. Employee/Manager can add comments on the goal and they will be notified via Goal Comment Notification.

Managing Goals in the Latest Goal Management

Importing Goals

Administrators can use Import Performance Goals tool to add/update/delete goals, just like in GMv12. In fact, Import Performance Goals is the same tool as Beta Goal Import.

The option to Generate CSV Header from the Goal Plan is not available in Latest Goal Management. Instead, you can generate the template from Import Performance Goals directly.

The import-goals and export-goals action permissions, that allow to export/import goals from the Goal Plan itself, are not supported in Latest Goal Management.

Team Goals

Team goals are supported in Latest Goal Management and will be accessed in a separate tool (just like in GMv12). However, there are some changes:

Permissions (new permissions in bold):

  • Manage Team Goals
  • Create Team Goals
  • Delete Assigned Team Goals
  • Assign Team Goals
  • Share Team Goals

Group Goals 2.0 and the older version 1.0 are no longer supported. But the owner of the Team Goal can select themselves to assign the goal in their own Goal Plan, which would technically become a Group Goal 2.0.

Explore the Latest Goal Management

Business Example

All the capabilities and limitations of Latest Goal Management have been discussed with your customer, and they agreed to upgrade the new version and convert their current goal plan template. In the following exercise, you will upgrade, convert, and make some changes in the Goal Plan template.

As a last step, you will perform some end-user actions in the goal plan.

Learn how to upgrade, convert, and make some changes in the Goal Plan Template.


Remember this upgrade is NOT revertible. Make sure to have completed all the previous exercises in Units 1 to 6. This is very important.

Explore the Latest Goal Management - Part 1: Upgrade and Convert a Goal Plan Template

Explore the Latest Goal Management - Part 2: Explore the Goal Plan as an End User


  1. Upgrade the instance to the Latest Goal Management.

    1. Navigate to Upgrade Center using Action Search

    2. Under Optional Upgrades, locate Latest Goal Management. You can use Filter By: Goals to locate the option easier.

    3. SelectLearn More & Upgrade Now.

    4. Select Upgrade Now and choose Yes to confirm.

  2. Grant the additional role-based permissions for Latest Goal Management.

    1. Navigate to Manage Permission Roles using Action Search

    2. Select the Manager role and choose Permission…

    3. Enable the following permissions, underUser PermissionGoals.

      1. Create Team Goal
      2. Delete Assigned Team Goals
    4. Save changes, log out and log back into the instance.

  3. Convert the current goal plan template from GMv12 to Latest Goal Management

    1. Navigate to Manage Templates using Action Search

    2. Select the Goal Plan tab to display the goal plan template list.

    3. Select the [Your initials] [Year] Goal Plan that you have been working on previously.

    4. Choose Convert.

    5. Read the Introduction information. When ready, select Get Started.

    6. The Step 2 (Validate) will perform some validations of your current template. Verify the following:

      1. Validate General Settings is successful.
      2. Validate Fields shows Tasks as an optional field. It means, this field is not supported and will be hidden from the UI.
      3. Validate Field Properties: The text, textarea and comments field types will have a New Limit of 500 and 1000 characters.
    7. Edit the New Limit for the comments field and set the value to 800.

    8. Click Save.

    9. Choose Convert to start converting the template. Select the option Return to Manage Templates, where you will see when the template is ready to use.

  4. Navigate to the Goal Plan to verify it has been converted successfully.

    1. Navigate to HomeGoals or select the quick action from the Home Page.

    2. The first time you access a Goal Plan after upgrading to Latest Goal Management, you will be presented with a Welcome Tour. You can select Start Tour or Skip, as your preference.

    3. Check the layout of the Goal Plan. Verify the following:

      1. There is a dropdown list beside the Goal Plan name to navigate to other goal plans. The non-converted ones can be only opened in legacy view (you will see a link beside each goal plan name non-converted to access a read-only view in GMv12)
      2. A header includes the total goal count and the different goal statuses from the state field. Notice the status background colors are no longer supported.
      3. Your existing goals are displayed as goal cards.
      4. A People Selector on the left side will display self, manager, direct reports and matrix reports (if any). Peers are not displayed as expected limitation, but there is a search field to search for another employee beyond your hierarchy.
  5. Configure the state field in the new template.

    1. Navigate to Manage Templates using Action Search.

    2. Select to expand Edit Fields and choose the Status field.

    3. Set the following colours for each of the statuses:

      • On Track: #089911
      • Behind: #7110CC
      • On Hold: #CD0909
      • Completed: #0C31C4
    4. Select Save to save all the changes.

    5. Navigate to HomeGoals or select the quick action from the Home Page.

    6. Verify the goal statuses have the colours displayed correctly.

  6. Add a Milestones table field in your Goal Plan.

    1. In Manage Templates, select to expand Edit Fields and select Add a New Field.

    2. Select Milestones. The field should go at the end of the list. You can leave the default 3 columns (Target Date, Milestone, Actual Date) as-is.

    3. Choose Save to save all changes.

  7. Explore the Goal Plan as an end user

    1. Select Proxy Now to proxy as Alex Anderson

    2. Select the My Goals quick action in the Home Page to navigate to Goals.

    3. If it is the first time for the user to access the Latest Goal Plan, a Welcome Tour will appear to explore the new menu options. Select Skip Tour to skip it.

    4. Choose the button Create Goal and select the option Create from Library that appears.

    5. In Step 1 - Select Goals, expand HR and HR Administration categories, and select two goals of your choice. Choose Next to continue, and repeat the step in Step 2 - Edit Goals.

    6. Select Save to create these goals in your goal plan.

    7. In the Goal Plan, select one of the goals you just created. Click on the and select Cascade Goal.

    8. Select a few of your direct reports and go through the steps until you cascade the goal.

    9. Now, select the Goal Card for the goal you just cascaded, to drill down into the goal details.

    10. Complete the following actions

      • Verify the Goal Alignment section displays your reports indicating you have Aligned Down the goal to them.
      • Change the Goal status from Behind to On Track (if not already selected).
      • Select ... on the top-right menu, and choose the option View Audit History. You will verify that the audit includes 3 records (create, cascade and modify) based on your changes done recently.
    11. Navigate back to the main Goal Plan page, and select the Manage Team Goals button.

    12. Select Create Goal, with the following details:

      • Goal Name: Conduct 100% of annual performance reviews on time.
      • Goal Classification: Internal Business Processes.
      • Metric: Performance review completion rate.
      • Weight: 15%
      • Start/Due Date: Select the goal plan template start and due dates.
      • Status: On Track.
    1. Locate the new team goal, and select Assign Goal from the ... icon, located in the Goal card.

    2. Select the same direct reports whom you cascaded the goal previously.

    3. Choose Next, and Assign. You will get a confirmation that the goal was assigned successfully.

    4. You can proxy as one of these reports and verify the cascaded goal and the team goal are available in their goal plan.

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