Copying Previous Goals to the Upcoming Plan

Often employees will retain the same or similar goals for upcoming performance cycles. Copies of individual goals can be created by advancing goals from the previous cycle to the upcoming cycle.

1. Starting from the Cornerstone homepage, navigate to the performance plan by clicking the Performance Planning tile or clicking the hamburger menu and selecting Performance Planning.

2. To find goals from the previous cycle, find the dropdown filter that shows “Current Period” and change it to “Previous Period.”

3. Locate the goal or competency that you would like to copy and click the downward facing carrot button.

4. Select the option “advance” which will then take you to the create a goal page, with all the selected goal’s information copied.

5. Check the dates to make sure they have been advanced to the most recent cycle and are correct.

6. Make updates to the goal, if any.

7. Once you have finalized the goal, click the submit button.