Dynamically Add Employee Goals to an Appraisal

Employee goals are created by employees or managers outside the Appraisal process, but when needed administrators can dynamically add active employee goals to appraisals. They do this on the Workflows screen.

To dynamically add active employee goals to an appraisal:

1. To dynamically add a goal to a completed workflow, click the Edit icon for the selected workflow. To dynamically add a goal to an unfinished workflow, click the workflow name.
2. On the Categories step, Click the add icon next to Employee Goals.
3. In the Selected Items list, equalize or normalize the weights of added items, as needed.
4. On the Content step, locate the Employee Goals Available Items list and click the add icon next to Include Active Employee Goals.
   By adding the Include Active Employee Goals item, all active goals saved for an employee in Continuous Goal Management (Employee Goals screen) will be added to the appraisal.
5. Any goals added to the Employee Goals category on the Goals library screen can also be added to the appraisal. Click the add icon next to any other Employee Goals.
6. In the Selected Items list, add weights for each goal, as needed.
7. Click Next when finished.
8. On the Content step, locate Employee Goals in the list of Available Items and click the add icon.
9. Enter information on the remaining steps, if desired.
10. When finished, review details on the Review step and click Finish.