How to Copy/Advance Previous Goals

On this page

Use the My Goals page and the Copy option to copy the details of the goal to a new goal period or if you are assigning the goal to others.

Go to Performance → My Goals

To copy/advance a goal to the next performance period

• On your My Goals page, select the My Goals tab or Team Goals if you’re a manager.

• Locate the goal you want to copy/advance. If the goal was in the previous period, make sure you select ‘Previous Period’ from the dropdown menu. A list of your previous goals appears below.

• Select the goal you want to copy, click the drop-down, and then click Copy/ Advance.

Open

• The Create Goals screen opens.

Open

• Review and update all required fields.

• Verify Start Date and Due Date are updated.

For example, if the expired goal had a start and end date of 01/01/23-12/31/23, once you advance the goal, the new start and end date will be 01/01/24-12/31/24 and the goal progress is set to zero. This action is intended to help save time creating goals for the new goal period if they are similar to the previous period. This option is only available if you have permission to create goals and the goal is expired. This option is not available if goals are locked.

For managers: Use How to Assign a Goal to Multiple Employees to assign the copied goal.

• Once you have finalized the goal, and its assigned appropriately, click submit.