Skip to content
Item Detail
Goal Alignment Section Enhanced and Available on the Latest Performance Management Form
General Availability Info Only Automatically On Impact: Low AI Enriched
Description

On the goal details page, the Goal Alignment section now displays the parent goal name, including a link to its details. Additionally, goal alignment information is now available in the latest experience of Performance Management forms, with the same layout and functionality as seen on the goal details page. See More

Detailed Description

With goal alignment on performance forms, reviewers can easily understand how individual goals contribute to higher-level objectives and evaluate them more effectively. Configuration Requirements Displaying the Goal Alignment section on forms requires the following prerequisites: You've selected Enable the latest experience of Performance Management forms in the Performance Management Feature Settings admin tool. Note If you want to allow the form delegatee to perform these actions, make sure you add these permissions to the "Performance Reviewer (Delegation)" permission role.

Impact Assessment

This feature has limited impact but should be reviewed to confirm alignment with business processes in Goal Management implementations. With goal alignment on performance forms, reviewers can easily understand how individual goals contribute to higher-level objectives and evaluate them more effectively. Configuration Requirements Displaying the Goal Alignment section on forms requires the following prerequisites: You've selected Enable the latest experience of Performance Management forms in the Performance Management Feature Settings admin tool. Implementation teams should verify that existing configurations remain valid and test core business scenarios after the upgrade to confirm correct behavior.

Test Recommendations
• Verify the feature is enabled and accessible from the expected navigation path or configuration area in a test environment. • Test the end-to-end scenario with representative test data covering both happy paths and error conditions. • Validate correct behavior across all relevant user roles and permission configurations (admin, manager, employee). • Test edge cases: empty or missing values, boundary conditions, concurrent users, and large data sets. • Confirm that existing integrations, workflows, and downstream processes are not affected by the change. • Test on multiple iOS and Android devices across different OS versions and screen sizes. • Test feature visibility and access controls across different RBP roles to confirm correct enforcement.
Product: Performance & Goals
Modules: Goal Management Performance Management
Feature: Form Assessment; Goal Alignment Chart
Reference: PMU-26524
Version: 1H 2026; 2H 2025
Valid as Of: Jan 12, 2026
Latest Revision: Jan 16, 2026
Affected Areas:
Goal Management Mobile Performance & Goals Performance Management Role-Based Permissions