u/Bruce3009

Copy Individual Goal

Is it possible to copy individual goals when the goal is active?

If the goal is archived, can we copy an archived goal and use it as an individual goal by changing the goal categories and due date as per current fiscal year?

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u/Bruce3009 — 7 days ago

Does anybody use generic goal categories instead of fiscal year categories? Currently our client is using FY goal categories and now they want to move to generic instead of FY. Earlier after performance review we used to inactive and create new goal categories but if we are opting for the general category from next year, we don't have to inactivate and that can be used every year?

For Organization goals, what kind of naming conventions are you using for every fiscal year in goal period if you are using generic goal categories?

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u/Bruce3009 — 15 days ago

Can Check In be fetched in performance review? The Check In occured between June to Dec 26, can it be fetched in next year's performance review with start date of Jan 1st to Dec 31st 2027

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u/Bruce3009 — 16 days ago