The rules are different for deleting goals: if goals are in part of the Performance Document or only located in the Goal Plan. And depend on the roles of the users, if it's for an Employee, Manager or a Talent Management (TM) Specialist.
TABLE OF CONTENTS
If Goals are already included in a Performance Document
If Goals are not located in a Performance Document
Summary Table
1. If Goals already included in a Performance Document:
As an Employee:
Employee is not able to delete goals already included in a Performance Document.
He/She needs to ask to his manager to delete Goals if those are set before that the Manager has submitted his/her evaluation to the Employee.
As a Manager:
A Manager is able to delete goals from « Manager Activation » , « Employee Self-Evaluation » & « Manager Self-Evaluation » tasks in the Performance Document as long as the manager's evaluation has not been sent to the Employee.
Step By Step to delete the goals by Manager while goals are already included in a Performance Document:
The Manager navigates to his Employee's profile, clicks on "Performance" tab:
The initiated task is in “Manager Activation” for instance, the manager will be able to remove a Goal.
If you click on one of the goals, you can remove or delete it.
"Remove From Document" action: The Manager and the Employee can retrieve the Goal in the Goal Plan.
"Delete Goal" action: The Goal will be deleted from both Performance Document & Goal Plan. And can not retrieve the Goal in the Goal Plan.
Please be aware that once the Performance has been submitted by the Manager to his Employee, it will not be possible to remove the Goal (at "Provide Final Feedback" task).
Not possible to delete the Goal by the Manager in this case:
As a TM Specialist:
A TM Specialist is not able to delete goals already included to a Performance Document.
Two workarounds:
A TM Specialist needs to Cancel and Delete Performance Documents in which those Goals were added, then able to Cancel and Delete those Goals from "Performance Goal" section. (Related FAQ topic) If the document is only canceled, it would not be possible to delete the goals, it needs to be deleted.
A TM Specialist asks the manager to delete the Goals. If the evaluation has been already performed from Employee & Manager, TM Specialist can choose "Move Task Back" action and select "Manager Activation" task. (Related FAQ topic)
2. If Goals are not located in a Performance Document
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2.1 Goals Not submitted by Employee & Not Approved by Manager.
2.2 Goals submitted by Employee but Not Approved by Manager.
2.3 Goals submitted by Employee and Approved by Manager.
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2.1 Goals Not submitted by Employee & Not Approved by Manager.
As an Employee:
The Employee can only delete goals which are not yet submitted by himself/herself. To do so, Employee can first select the goals then clicks on "Action" and click on "Delete". Same steps mention in below screenshots.
*Note: Employee can only delete 0% weight goals.
As a Manager:
The Manager can not see any Goals which are not yet submitted by his/her Employee.
As a TM Specialist:
A TM Specialist can not see any Goals which are not yet submitted by his/her Employee.
2.2 Goals submitted by Employee but Not Approved by Manager.
As an Employee:
- The Employee can not delete goals which are pending with manager’s approval.
As a Manager:
- The Manager can delete goals before approving. To do so, Manager can click on “See Details” hyperlink from the goal page of an employee >> clicks on "Edit Info" >> select the goals then clicks on "Action" and click on "Delete".
*Note: Manager can only delete 0% weight goals. Same steps mention in below screenshots.
- The Manager can delete goals before approving. To do so, Manager can click on “See Details” hyperlink from the goal page of an employee >> clicks on "Edit Info" >> select the goals then clicks on "Action" and click on "Delete".
As a TM Specialist:
- A TM Specialist can not see any Goals which are submitted by Employee but not approved by manager.
2.3 Goals submitted by Employee and Approved by Manager.
As an Employee:
- The Employee can delete goals which are approved by manager. To do so, Employee can select the goals then clicks on "Action" and click on "Delete".
*Note: Employee can only delete 0% weight goals.
- The Employee can delete goals which are approved by manager. To do so, Employee can select the goals then clicks on "Action" and click on "Delete".
As a Manager:
The Manager can delete approved goals. To do so, Manager can select the goals then clicks on "Action" and click on "Delete".
*Note: Manager can only delete 0% weight goals.
As a TM Specialist:
A TM Specialist can delete goals which are approved by manager.
3. Summary Table: How to delete goals?
| IN A PERFORMANCE DOCUMENT | IN A GOAL PLAN | |
| EMPLOYEE | Deletion not possible. | Can only delete goals created by himself/herself. * |
| MANAGER | Deletion possible from « Manager Activation » , « Employee Self-Evaluation » & « Manager Self-Evaluation » as long as the manager's evaluation has not been sent to the employee.** | Cannot delete goals created by his/her Employee. |
| TM SPECIALIST | Deletion not possible. | Can delete any goal (created by the Employee, Manager or himself/herself). * |
* If Goals in the Goal Plan are already included in the Performance Document, it would not be possible to delete them.
** The Manager will need to remove first the Goal From the Performance Document and then delete the Goal in the Goal Plan or delete both in the Performance Document.