Create a goal period

From the navigation bar, click Administration. From the Settings page under App Setup and Dashboards, click Goals. The Goal Periods page opens.

1. Click . The Goal Period Details page opens.
2. Name the goal period.
3. Select a time period.

   Note: Time period controls the selection of a due date on a goal. Users cannot select a due date that is out of the time period range. (Time period is also used for reporting and analytics.)

4. (If applicable) Link the goal to corporate objectives.
5. If you want managers to be required to approve employee-created goals for this goal period, leave the Goals have to be approved by Manager toggle set to Yes. Otherwise, set the toggle to No so that managers are not required to approve employee-created goals.
6. Enable the goal period so that users can create goals for this goal period.
7. Click Save and Exit. The goal period is now available in filter lists and drop-downs. If you enabled it, users can create goals for it.