Can we exclude certain goals from performance forms, or make automatically "Unable to Rate"?

[geenaouellette]

Hello! I'm a fairly new system admin and wanted to know if it's possible to exclude "certain" goals (using Goal Status) from automatically populating into our Performance Form(s)?

For context: Our business launches quarterly "checkpoint" Performance Reviews, and then we have an annual Performance Review at the end of the fiscal year that is taken into account for merit (and can refer back to the checkpoints for reference throughout the year). A question we're trying to solve: if an employee changes roles mid-year and the goals they were working on in the first half of the year are no longer applicable, do we delete the goal or keep it in the system for reference? 

Ideally, we'd like to make a Goal Status that says "Goal No Longer Applicable" that they can mark, and the goal will not flow into that quarter's checkpoint, but still be available in the system to pull into the Annual Review forms at the end of the year, to receive credit for working on it in the first half of the year. Is there some functionality or configuration or permissions that would allow us to do something like this? We want to keep all the goals in the same goal plan.

Alternatively, if it's an "all or nothing" when it comes to goals being loaded into their performance forms, is there a functionality, configuration, or permission available that, based on a goal's status, could AUTOMATICALLY rate the goal as "Unable to Rate"? We ran into an issue last performance year where we provided guidance that if a goal was "Cancelled", they should select the "Unable to Rate" option, but unfortunately managers were not consistent with this. Can we configure a form to automatically assign a rating based on a form status?

Screenshot of our current Performance Form Template permissions related to pulling in Goals into the Performance Forms:

Any ideas, advice, suggestions, and knowledge would be helpful!
Thanks,

Geena

[Inthiyaz]

Dear,

[Inthiyaz]

1: control via categories and regarding ratings based on status try with MLT

[Sam_Passman]

The category idea was my first thought as well.  You can in fact control what goals are pulled into a section of a Performance Review by category.   

The other option that might be a bit of a hack is to use Metric Lookup Table, to assign a rating based on the metric value.

[Ivaneee]

Hi,

It´s not possible.

The only thing I can think of is to create a category in the objectives plan, where they put the objectives that may vary from one position to another, and that category that is not showed in the annual.