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Duplicate employee's objectives from one period to another

This article is intended for managers.

You can import and duplicate one or more goals from one period to another.

👉 As part of a goal-setting review cycle

Let's take a real example: an employee has a recurring goal from one period to another. Instead of rewriting the goal, you can use the Import option.

You can then select :

  • from which employee do you want to import the goals,
  • the relevant target period,
  • the target(s) to be imported,
  • reset or not the percentage of completion of the imported goals.

👉 Apart from a review cycle to evaluate goals

You may need to set goals for your employees outside of a review cycle.

To do this, you need to go to People > My Reports > "Employee X" > Objectives > "Period X" > Import :

💡 Note: you can import the goals of all the employees whose information you have access to (all your direct and indirect reports)

🙋🏻 Questions

➡️ What is a period?

A period allows you to create/fix goals over a given period of time, which can then be evaluated during an interview and then archived by given periods.