3197951 - Predefined objective for managers and non managers

There is no need to create 2 separate Goal Plan if the "objective form" you are referring to is a Goal Plan. But it is up to you on how you want to achieve it. You will only need 2 PM Form Templates. Please refer to sample illustration below:

 

For Managers:

2022 Performance Review (Managers) with Goal Section with "2022 Goal Plan"

 

For Non-Managers:

2022 Performance Review (Non-Managers) with Goal Section with "2022 Goal Plan"

 

Then, assuming in the "2022 Goal Plan", have there 2 main goal categories:

Manager_Category

Non-Manager_Category

 

 

It is possible to  utilize Beta Goal Import (instead of allowing Managers and Non-Managers create their own goals), in the CSV file, assign the goals but utilize the GOAL_CATEGORY column with "Manager_Category". This way, this is the distinction for goals assigned to Managers. Then, for the Non-Managers, utilize the GOAL_CATEGORY using the category ID Non-Manager_Category. Therefore, with just 1 Goal Plan Template, it is possible to  assign goals to Managers and Non-Managers having their distinction by their goal category.