How can I populate goals from the goal plan into midyear review? — Cloud Customer Connect
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How can I populate goals from the goal plan into midyear review?

Summary:

We have created a performance document for a review period from 1/4 - 30/9.

We have assigned a Goal Plan with a review period of 1/1 - 31/12/25)

We then added both review periods to the midyear review template. In the template we have the following sections:

However, we don't see the task for the goals in the performance document and they are not in the self-evaluation. Is this because of the review period? How can we get these into the midyear review document?

Thanks 😁

Release 25A

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