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Under the HR menu tab, select User GoalsGoal Library. Click on More Options in the upper right corner and select Assign/Remove Goals.
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From the Function field you can select ‘Assign’ or ‘Remove’ from the dropdown.
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There may be times where you will need to remove a goal from a single user. These options may not be available to all users depending on the permissions set up. However, Enterprise Administrators always have this action available. See Goal Types for more information on these settings.
Go to the
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HR menu tab and select User
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Performance
Search for the user using their name or ID.
To add a goal, click on the “Add New” button.
Expand the goal that you
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want to remove and click on the
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Options button. Select Remove.
Assigning Goals by Position
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Goals can be assigned automatically to users using Positions. Assigning goals by position will ensure that users who fit that criteria set by the position will automatically be assigned that goal. If a user no longer is part of that group you originally chose, the goal will get removed as it is no longer applicable to them.
To do this, navigate to Goal Administration and the ‘Positions’ tab. Use the type ahead drop down to add Positions.
Goals are assigned (or removed) nightly up to the Auto-Assign Cutoff Date. After the Auto-Assign Cutoff Date, user Goals will be no longer added or removed. The Auto-Assign Cutoff Date is set at the Goal Type level. Users will have goals removed if:
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NOTE: Goals added to users using a user list upload or by added manually on the My/User Goals pages will never be removed automatically.
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