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Copying completed goals into new plan year

edited May 1, 2019 12:32PM in Performance Management 3 comments

Summary

Edit function is disabled for copied goals into a new plan year

Content

We have a business need to allow our workers to copy goals into a new plan year for ease of setting up their new goals.  Many are generic enough to make this a simpler process, editing the success criteria.

The challenge is when they have a Completed status.  It seems that HCM allows you to copy them into the new plan year but not edit.

Has anyone gotten around this?  We'd prefer to somehow enable the edit on the completed goal, but disabling the copy for completed goals is a plan b alternative so that our end users aren't in a confusing state.

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