How to Identify Employees Eligible for a Goal Plan — Cloud Customer Connect
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How to Identify Employees Eligible for a Goal Plan

Summary:

How to Identify Employees Eligible for a Goal Plan

Content (please ensure you mask any confidential information):

Hi,

We’ve configured Eligibility Profiles for our Goal Plan and are determining employee eligibility using a Fast Formula.

We’re now looking for a way to identify which employees are eligible for the Goal Plan based on the applied eligibility profile and formula logic.

Specifically, we’re hoping to find out:

  • Are there any reports, dashboards, or tools available that can help us validate employee eligibility?
  • Any best practices to ensure eligibility is being evaluated correctly?
  • BI/OTBI table name which can help us to built a eligibility report for Goal Plan.
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