Deploy this template to provide employees with a standardized way to update existing performance goals.
Required Editions
This template creates a service request record that captures essential user details
for accurate and auditable fulfillment. Review what’s included with the template.
Intake Attributes
The intake form for this template captures these details from the employee: Goal ID, Subject,
Case Origin, Title, Due Date, Started With Employee IDs, Description, Completion Date, Percent
Complete.
Fulfillment and Integration
This template includes preconfigured integration through the BambooHR connector for intake and/or
fulfillment tracking. Custom logic, routing, or approvals can be managed using Flow Builder.
