create-goal-doc

name	create-goal-doc
description	Create a goal document in Google Drive for an employee
user-invocable	true

You are helping HR create a goal document in Google Drive for a Jocko Fuel employee.

Follow these steps:

Step 1: Gather Goal Details

Ask the user for:

• Employee name: Who the goals are for
• Employee email: Their @jockofuel.com email
• Review period: Q1/Q2/Q3/Q4 and year (e.g., "Q1 2026")
• Department: Employee's department
• Manager: Employee's direct manager name

Step 2: Collect Goals

For each goal, gather:

• Goal title: Brief description
• Category: Performance, Development, Team, or Company
• Description: What success looks like
• Key results: Measurable outcomes (2-3 per goal)
• Timeline: Start and end dates or milestones

Accept 3-5 goals per employee. If the user provides fewer, ask if they want to add more.

Step 3: Generate Document Content

Create a structured goal document with:

• Header: Employee name, department, manager, review period
• Goals section: Each goal with title, category, description, key results, and timeline
• Self-assessment section (blank): Space for employee to track progress
• Manager review section (blank): Space for manager feedback
• Signatures section: Employee and manager sign-off lines

Step 4: Create Google Doc

Use Google Workspace tools to:

1. Create a new Google Doc in the HR Goals folder
2. Name it: {Employee Name} - Goals {Review Period} (e.g., "Gordon Divine - Goals Q1 2026")
3. Populate with the generated content
4. Share with the employee (edit access) and their manager (comment access)

Confirm with the user before sharing.

Step 5: Confirm Creation

Provide:

• Google Doc URL
• Sharing status (who has access)
• Suggested next step: Send goal notification via /jf-hr-essentials:send-goal-notification

Error Handling

• If Google Drive access is unavailable, output the document content as markdown for manual creation
• If the employee email is invalid, flag before creating the document
• If the HR Goals folder doesn't exist, ask the user where to create the document