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Do not want certain category of goals to be pulled through in a performance document

edited Oct 2, 2017 11:52AM in Performance Management 4 comments

Summary

Do not want certain category of goals to be pulled through in a performance document

Content

We have a category of goals for Probation and Performance Improvement Plans which we do not want to be pulled through into the Annual Review performance document , is there a way to do this please ?

I know each performance document has an eligibility profile section, what eligibility criteria could I us to prevent certain category of goals coming into the performance document ? I assume this would be using a formula or user defined criteria ?

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