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Manage goal category sets

The Managing Goal Category Sets screen allows Client Administrators to add, copy and delete goal categories that are used in the Performance Planning module.

A goal category sets contains a hierarchy of categories that can be used to align goals. Goal categories provide a way to categorize the type of goal an individual is creating. By using Goal Categories, customers can run reports that show the breakdown of all goals in their organization by category. This gives administrators a powerful metric to judge goal creation as it relates to corporate or organization directives. Client Administrators will select the goal category set during the creation of the plan rule.

In this section

Add a performance planning category set

Copy a performance planning category set

Delete a performance planning category set

Update and edit category sets