Skip to main content
Copy Goals
Simplified Support avatar
Written by Simplified Support
Updated over 3 years ago

Once a goal is defined and this value is consistent for the next periods, the system supports the ability to copy and create goals for the upcoming periods.

  • Navigate to the Goal listing page, select a goal ( using the check box), you'd like to copy for the next n periods

  • Click on Copy

  • Select the starting period of the next goal and the no of periods ( max 18).

  • Confirm copy goals.

  • The system will create a copy of the goal selected for the next n periods selected.

  • All the newly created goals will be draft status. They need to be published

As an example, your base goal is July 28- Aug 3 and it's employee goal.

To copy this goal for the next 8 weeks, you'd follow the above steps by selecting the above goal, click copy and enter 8 in the value selector.

The system will create 8 goals for the next weeks with date ranges Aug 4-Aug 10, Aug 11- Aug 17, Aug 18-24 and so on.... These goals will be employee goals , period as weekly with the same targets defined in the base goal.

Did this answer your question?