- For Admin and HR Level Users only -

Library goals are employee goals that can be added to a standard library of goals to be used in your organization. Library goals can be added in via:

Performance > Goal Library

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Adding a Library Goal

When adding a library goal you will get the same Goal Category, Type and Options that you get when adding a standard goal with the exception being that under Goal Type, you can setup a Linked Goal - this is a Goal Type exclusive to Library Goals and is explained further down in this article.

For more information on the standard Goal Category, Types and Options, please see the article on Employee goals.

Once a Library Goal has been created, it can be selected by employees when adding Employee Goals by going to:

Self-Service > My development > My goals

Through the Goal Library Module, Admin and HR level users have the ability to cascade goals out to multiple employees at once.

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Cascading Goals

Once you have set up library goals, you can cascade it out to employees in your organization. Doing this creates a copy of the goal on the employee file which will need to be managed independently.

To set this up, simply go to:

Performance > Goal Library > Cascade

To cascade out the library goal you have created, you first need to select it from the list of available library goals and then set a Due date and Visibility status on it. 

Finally, choose a selection method. Your options here are to cascade it to employees or metadata, such as job roles and departments. In this example, it is cascading this particular goal out to all employees.

Please Note - Archiving or deleting standard library goals will remove them out of the active Goals library list and will not affect the employee goals that have been cascaded out from them previously. Once cascaded, these goals are independent records on the employees' files and would need to be managed as such.

In order to view the employees that Library Goals have been cascaded to and the progress of each goal, click the 'View' action button next to the goal.

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Linked Goals 

When adding a library goal, you have the option to add a linked goal. A linked goal is a library goal that is permanently linked to the employee record of anyone it has been cascaded to but is updated and managed centrally through the Goal Library menu.

To update a cascaded Linked goal, simply click the 'Edit' action button against it in the goal library and update the status. This will then update it for all the employees it has been cascaded to.

Please Note - Archiving or deleting a linked goal will archive or delete it from all employees it has been cascaded to.

Once a linked goal has been created, it cannot be edited in the goal library to change it to a different goal type.