The Automatically Fetch Goals feature on the performance review form streamlines the review process by fetching employee goals from the Goals module to the review form. This can save time and effort for the employee and reviewer, as they do not have to add each goal to the review form manually.
Having the employee's goals on the review form allows the reviewer to easily evaluate how well the employee has met each goal and provide feedback accordingly. This can also help to ensure the review is comprehensive and covers all relevant employee performance aspects.
To automatically fetch goals on the review form:
Step 1: Navigate to Admin > Performance > Templates and click CREATE.
Step 2: Type your template name and click NEXT.
Step 3: If needed, fill in the required details, such as template notes and category.
Step 4: A default section will be added to the template automatically.
Note: You can click CANCEL to add a goals section on the template.
Step 5: Click ADD and select + Goals next to the "Template Sections."
Step 6: Type the description about the goals section if required and select the Make Goals Mandatory For Employees checkbox to make goals mandatory for employees to add at least one goal on the performance review form.
Step 7: By default, the employee and manager ratings and comments are enabled for the goals section. You can switch the toggle button 
to DISABLED to disable rating/comments OR select the Mandatory checkbox to make rating and comments mandatory for an employee and manager.
Step 8: Select the Automatically fetch goals checkbox to fetch an employee's goals automatically on the review form.
You can automatically fetch goals based on the performance review period OR the number of days/months before the template assignment date, template share date, and cycle start date.
Fetch goals based on the performance review period
Fetch Goals Based on Performance Review Period
- Select Based on Performance Review period to automatically fetch goals that are relevant to the performance review period.
Performance Review Period
The performance review period refers to the specific time frame in which an employee's performance is evaluated. - Additionally, you can select criteria for fetching goals automatically based on factors such as goal status, progress, lock status, and categories.
- Click SAVE to add the goals section on the template.
- All goals within the review period and meeting the specified criteria will be fetched automatically on the review form.
Example- If the cycle review period has been set as January 2022 to December 2022. The criteria for this review period are goals with inactive status and completed progress.
As per the flow outlined below, the system will automatically fetch "Goal 1" and "Goal 4" that fall within the review period and meet the set criteria.
- You can add multiple goals sections on the template.
Click ADD and select +Goals to add another goals section, OR click SAVE once the template is created.
Fetch Goals Based on the Number of Days/Months Before the Assignment Date/ Template Share Date/Cycle Start Date
- Select Based on last and set the number of days/months.
- Select Assignment Date, or Template Share, or Cycle Start from the drop-down.
Assignment Date
The assignment date refers to the specific date when a performance review template is assigned to an employee.
Template Share Date
The template shared date refers to the date when a performance review template is shared with an employee for their self-evaluation.
Cycle Start Date
The cycle start date refers to the date on which the performance review cycle begins. - Additionally, you can select criteria for fetching goals automatically based on factors such as goal status, progress, lock status, and categories.
- Click SAVE to add the goals section on the template.
- All goals within the set time frame and meeting the specified criteria will be fetched automatically on the review form.
Example: When the template assignment date is April 30, and the condition states one month prior, the criteria for this time frame are goals with inactive status and completed progress.
As per the flow outlined below, the system will automatically fetch "Goal 2" and "Goal 4" that fall between March 30 and April 30 and meet the set criteria.
- You can add multiple goals sections on the template.
Click ADD and select +Goals to add another goals section, OR click SAVE once the template is created.