Mass assigning goals in Oracle Cloud Goal Management allows administrators to assign the same goal to multiple employees or groups at once, rather than assigning them individually. This is especially useful for aligning organization-wide goals or for team-specific objectives.
Steps to Mass Assign Goals in Oracle Cloud:
1. Log in to Oracle Cloud
- Use your administrator credentials to access Oracle Cloud.
2. Navigate to Goal Management
- From the Navigator menu, under My Client Groups, select “Goal Management” or “Goals”.
- Alternatively, you can search for “Mass Assign Goals” using the search bar.
3. Access Mass Assign Goals
- In the Goal Management section, look for the “Mass Assign Goals” task or link.
- This task allows you to assign goals to multiple employees, teams, or groups in bulk.
4. Select the Goal to Assign
- You will be prompted to select the goal you want to mass assign. You can:
- Choose an existing goal from the library of goals, or
- Create a new goal specifically for this mass assignment.
5. Define Assignment Criteria
- After selecting the goal, you’ll define the criteria for mass assignment. You can assign goals based on several criteria, including:
- Specific Individuals: Search and select multiple employees by name.
- Groups or Departments: Assign the goal to entire departments, business units, or teams.
- Job Roles: Assign goals to employees based on their job roles (e.g., all employees with the “Sales Manager” role).
- Grades/Levels: Assign based on the employee grade or level.
6. Set Additional Parameters
- Once you’ve selected the group or individuals for the goal assignment, you can further customize the goal assignment by:
- Target Completion Date: Specify a target date for goal completion.
- Weight: Assign a weight to indicate the importance of the goal.
- Due Date: Set when the goal must be completed.
- Tracking Progress: Specify whether the goal progress should be tracked by percentage or milestones.
7. Review and Confirm
- After configuring the assignment settings, review the details carefully.
- Ensure that the correct employees, departments, or roles are selected and that the goal parameters (due date, weight, etc.) are correct.
- Click Submit or Assign to complete the mass assignment.
8. Monitor Assignment
- After assigning the goal, you can track progress through the Goal Management dashboard.
- Employees will receive notifications about their assigned goals, and they can view and track their progress from their self-service portals.
Considerations:
- Cascading Goals: If you are using cascading goals, ensure that the goal being mass assigned aligns with broader organizational goals.
- Goal Weights: If you assign weights to goals, ensure that they are consistent with other goals to reflect their relative importance in performance evaluations.
- Timing: Mass assigning goals can take some time to propagate, especially for large groups of employees. You may need to wait a short period before the assignments are fully reflected in each employee’s goal list.
Summary:
- Use the Mass Assign Goals feature in Goal Management to assign goals to multiple employees or teams at once.
- You can select employees based on their roles, departments, or other criteria and customize the goal settings (due dates, weights, etc.).
- Once the goals are assigned, employees will receive notifications and can begin tracking their progress.
This feature is a powerful tool for aligning individual performance with organizational objectives in an efficient way, particularly when rolling out organization-wide goals.