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Check-In Template - selecting a specific goal plan

edited Aug 23, 2024 10:59AM in Performance Management 2 comments

Summary:

There is two goals plans : One for collective's goals and one for individual goals plans. We need the check-in Document take automatically only the individual Goals plan.

Content (please ensure you mask any confidential information):

When creating the check in template (My client group > Performance > check-in Template), it's possible to select a specific review Periods, but not a specific goal plan.

If the box "Add default discussion topics for performance goals" is selected, all performance goals are display in the check in document (goals coming from collective and individual goal plan).

Does Someone know how to be able to select only one specific goal plan or a workaround idea ?

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