Complete Summary – Oracle Fusion Goal Management Implementation

📌 1. Introduction to Goal Management

• Oracle Fusion Goal Management is part of the Workforce Development offering.
• Implemented using Functional Setup Manager (FSM) by users with Application Implementation Consultant role.
• Setup includes:
  • Goal Library
  • Goal Plans
  • Review Periods
  • Approval Workflows
  • Profile Options and Lookups

📌 2. Goal Setup Essentials

• Goal Library: Central repository for predefined goals.
• Goal Plans: Groups goals within a specific review period.
• Goal Plan Sets: Combine multiple goal plans.
• Review Periods: Tie goal plans and performance documents to business cycles.

📌 3. Role-Based Access & Visibility

• HR Specialists manage configurations.
• Managers access My Team Goals.
• Employees use My Goals page.
• Matrix Managers can view and manage team goals.
• Private Goals are hidden from managers and others.

📌 4. Target Outcomes

• Enables linking goals to Skills, Competencies, or Certifications.
• Updates Person Profile upon goal completion.
• Can be configured using HCM Experience Design Studio and Profile Content Section Access.

📌 5. Goal Assignment Methods

• HR assigns via goal plans or mass assign tools.
• Managers assign from goal library or their own goals.
• Organization Goals are created by org owners and published for alignment.
• Workers can align their goals with manager/organization goals.

📌 6. Goal Evaluation & Performance Document Integration

• Goals appear in Performance Documents when:
  • Added via Goal Management
  • Imported from previous documents
  • Added during performance cycle
• Evaluation includes Goal Ratings, Weights, and Comments.
• Performance Document supports Goal Sections, Development Goals, Competencies, etc.

📌 7. Goal Status and Lifecycle

• Statuses: Not Started → In Progress → Completed
• Workers or managers update status and completion dates.
• Approval required for goal lifecycle changes if enabled.

📌 8. Advanced Features

• Extend Goals: Continue goals in a new review cycle.
• Move Goals: Shift goal between plans.
• Share Goals: Allow others to add/align your goals.
• SMART Goal Structure: Specific, Measurable, Achievable, Relevant, Time-bound.

📌 9. Profile and Model Management

• Person Profile: Captures individual qualifications.
• Model Profile: Captures role/position/job expectations.
• Auto-create Person Profile can be enabled for new hires.

📌 10. Goal Management Reports

• Goal Progress Summary
• Goal Alignment Summary
• Managers can track performance using these reports.

📌 11. Approval Workflows

• Approval can be enabled for:
  • Add/Update/Complete/Delete Goals
  • Controlled via Manage Profile Option Values
• Submitting changes makes the goal plan read-only until approved.

📌 12. Miscellaneous FAQs

• Multiple Assignments → Separate Performance Documents.
• Transferring Documents Between Managers → Possible.
• Goal Plan Association → Required for adding goals.
• Questionnaire Editing → Version control available.
• Participant Feedback → Managers can lock feedback or resend requests.

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.