Library goals are employee goals that can be added to a standard library of goals to be used in your organisation.

Library goals can be added in via. 

Performance -> Goal Library

Please note: This option is only available for Admin/HR users.

Adding a Library Goal

When adding a library goal you will get the same Goal Category, Type and Options that you get when adding a standard goal with the exception being that under Goal Type, you can setup a Linked Goal. This is a Goal Type exclusive to Library Goals and is explained further down in this article.

For more information on the standard Goal Category, Types and Options, please see the article on Employee goals

Once a Library Goal has been created, it can be selected by Employees when adding Employee Goals into the system.

Through the Goal Library Module, Admin/HR users have the ability to Cascade Goals out to multiple employees at once by selecting the Cascade option shown at the bottom of the screen -

Cascading Goals

Once you have created a Library goal, you can then cascade it out to employees in your organisation. Doing this creates a copy of the goal on the employee file which will need to be managed independently.

In this example, I have created a library goal to monitor the progress of employee online training. 

To cascade out the online training goal I have created, I first need to select it from the list of available library goals and then set a Due date and Visibility status on it. Finally, I will need to choose a selection method. Your options here are to cascade it to employees or metadata, such as job roles and departments. For the purpose of this example, I am going to cascade this particular goal out to all employees.

Please note, archiving or deleting standard library goals will remove them out of the active Goals library list and will not affect the employee goals that have been cascaded out from them previously. Once cascaded, these goals are independent records on the employees file and would need to be managed as such.

In order to view the employees that Library Goals have been cascaded to, click Actions then the the View button next to the goal.

This will then show the progress the employee has made towards the selected goal

Linked Goals 

When adding a library goal, you have the option to add a linked goal. A linked goal is a library goal that is permanently linked to the employee record of anyone it has been cascaded to but is updated and managed centrally through the Goal Library menu.

To update a cascaded Linked goal, simply click the Actions button then edit against it in the goal library.

you will then be able to update the status. This will then update it for all the employees it has been cascaded to.

Below is the view of the updated Linked goal on the employees record.

Please note that archiving or deleting a linked goal will archive/delete it from all employees it has been cascaded to.

Also, once a linked goal has been created, it cannot be edited in the goal library to change it to a different goal type.