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Note

You can not “Save as Draft” if the employee you are using this process for is an indirect report. Drafts can only be saved if it is your direct report. If you are not ready to submit the goal for an indirect report by using this workflow, return to their Snapshot page at a later time.

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Creating Goals as an HRL

If you are trying to assign people in your downline a goal, follow the above knowledge base. The biggest difference is, you will see the option for a custom assignment. This will be limited to your department. Please contact The Cornerstone Help Desk, if you are not seeing expected employees.

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