When implementing Goal Creation within your Reviews, it is possible to adjust and restrict which goal types will be available to your users for assignment.
To do so while editing an existing Review template or creating a new one, please navigate to the Goal Creation section of your Review template.
Step 1: Open the Development Plan settings
When creating or editing a review template, go to the Development Plan section.
Turn on the Development plan toggle.
When this toggle is ON, a goal creation section is added to the review form. Reviewees can use this section to create goals as part of their development plan.
Step 2: Choose the goal types reviewees can create
You can select the goal types that reviewees are allowed to create.
For each goal type:
ON / Checked: The goal type appears as an option when the reviewee creates a goal in the review.
OFF / Unchecked: The goal type is hidden and the reviewee cannot select it when creating a goal from the review.
For example, if Individual, Department, and Company goals are available and you check only Individual, the reviewee will see Individual as an option when creating a goal. Department and Company will not be shown.
To make your choices, all you need to do is to check the goal types you would like to be available to your users:
What if no goal types are selected?
If you do not select any goal types, reviewees will not have a goal type available to choose in the development plan's goal creation section.
Use case
Suppose you want employees to use their annual review to create personal development goals, but you do not want them to create company or team goals from the review.
Turn on Development plan and select Individual as the only goal type.
After completing the review, an employee can create a Personal goal such as “Complete an advanced presentation skills course by June.” They will not see Team or Company as goal type options.
This lets you use the review to guide employees toward the type of goals that match your review process and development strategy.