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How do I pre-prepopulate a check-in with goals from a specific goal plan

edited Oct 19, 2024 12:12AM in Performance Management

Summary:

We want to be able to have an 'organization' goal plan that assigns 3 goals to all employees. Our employees are also each assigned a role specific goal. To support and encourage regular conversations on the organization goals we want a check-in document that is pre-populated with the goals from that single plan.
Is this an option?

Content (please ensure you mask any confidential information):

I have set up the performance goal plan where the performance document types are BOTH Annual Performance Document and Check-In Document. We want to have a template include these goals as agenda items by default.

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