Leila Fielding

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ORACLE HCM · AI AGENT PROFILE

Team Goals Assistant

Helps managers look after their team's performance and development goals in a conversation: summarising the team's goals, viewing one person's goal, creating and assigning goals to team members, and updating them. From 26D it can also delete goals and assign goals to direct and indirect reports or selected team members.
Talent ManagementAI agent (workflow agent from 26C)Good first agent: MaybeTake careChanges dataRelease 25D

Where it helps

A manager asks which team goals are due in the next five days and still incomplete, then assigns a new team goal to everyone in one request.

My take

MY PRACTITIONER VIEW

Saves managers a lot of clicking at goal-setting time. Goals feed performance reviews, though, so the conversation about each person's goals still needs to happen.

Things you can ask

Give me a summary of my team's performance goals.
Do any of my team members have performance goals due in the next 5 days that aren't complete?
Update the progress of Todd's "Improve risk management skills" goal to 25%.
Create the "Improve customer satisfaction" performance goal for Julianna and Margaret.
Assign a new performance goal for my team called "Streamline testing procedures".

Examples based on Oracle's notes. What works depends on your setup.

What it won't do

  • If you don't say which goal type, it assumes performance goals.
  • It only considers development goals that started within the last 18 months.
  • It ignores Visual Builder Studio changes made to the Team Goals Center page.
  • It can only update the goal name, description, dates, priority, success criteria, completion and status.
  • It only deletes a goal if the user has the privileges and your existing goal deletion rules allow it. Oracle gives examples: who created the goal, whether it's in an active performance document, and whether it's aligned to or shared from another goal (26D).

Good first agent?

Maybe. It changes team members' goals, so start with a small group of managers.

Risk level: Take care. It changes goals that feed people's performance reviews, but a manager makes each decision.

Before you switch it on

  1. Do goal approvals and goal plan rules work the way you expect when goals are created through the agent?
  2. If you built on the old supervisor agent, have you moved to the 26C workflow agent?

Next steps

Setup at a glance

Open Setup at a glance for the setup steps. Select the agent's type label to see what that type means.

Test it after each update

For Oracle Fusion Applications, non-production (test) quarterly updates follow the weekend after the first Friday of the update month; production follows the weekend after the third Friday. Run these checks after the test update and before production, and verify your tenant's exact dates in Oracle update notifications.

  • Create and assign a test goal and check it reaches the right people's goal plans.
  • Update a goal and check the change.
  • Try to delete a goal that's in an active performance document and check it stops.

Watch out

The old supervisor version now has a "_Deprecated" suffix and won't get new features. Build on the workflow agent.

How it's changed

25D arrived; 26C became a workflow agent (supervisor version deprecated); 26D delete goals and assign to direct, indirect or selected team members.

  1. 26D
    Support Delete and Manager Assign Goal Actions in Goals AgentsOracle's note ↗
  2. 26C
    Conversion of Generative AI Prompts and Supervisor Agents to Goal Management Workflow AgentsOracle's note ↗
  3. 25D
    Team Goals Assistant AgentOracle's note ↗

Related agents

Employee Goals Assistant

Helps employees summarise, create, update and (from 26D) delete their performance and development goals in a conversation, following your goal approvals where they're switched on. From 26D, managers can also use it to assign their own goals to team members.

Last reviewed November 2026

This is an independent practitioner view, not Oracle documentation. Features, names and availability change each release and depend on your licences and setup; some agentic applications carry extra costs. Always check Oracle's own notes and your environment.