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How to remove completed goals from a performance document

  1. Requirement: There is a need for 4 quarterly performance documents within a year.
  2. Goal Exclusion: Completed goals from the previous quarter should not appear in the subsequent quarter’s performance document that already evaluated. E.g. If goals were completed and evaluated in the previous quarterly document, they should not appear in the subsequent quarterly document.
  3. Previous Versions (23C): In previous versions, there was an option to remove goals using the “set goal” feature, but this functionality is currently not supported in the Redwood version.


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