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Goal Planning Initiatives: Import Performance Goals? And other Initiatives Questions

geenaouellette
Explorer
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Hello, we're looking to potentially incorporate the Goal Planning Initiatives features but looking for some additional information about this feature:

  1. Is it possible to mass-assign initiatives when importing goals?
  2. Is it possible to mass-update goals with initiative-assignments via csv upload or other process?
  3. Is there a limit to the number of initiatives per initiative group?
  4. Is there a limit to the number of initiatives per user (if user is part of multiple initiative groups)?
  5. Can initiatives be a required field?
  6. Are initiatives available in reporting? In Story Reports?
  7. Are initiatives visible in Performance Forms?
  8. I believe initiatives are not supported in Cascaded Goals or Goal Libraries, is there a best practice or workaround for businesses who want to ensure common goals are selecting the correct initiative tied to a common goal (we do not use Team Goals)?

I've read the KBA linked in the 1H 2024 What's New Viewer, watched the 1H 2024 Release Talent Management Q&A, and found another KBA for "Assign Initiatives to Goal Plan Template", but if there are additional in-depth resources about Initiatives available you could help point me to, that would be helpful!

*Additional note I'm not sure if it matters: we ARE using the latest Goal Management module, we do not have Employee Central.

Thank you in advance,
Geena

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