When you create a goal, you can manage some of the details of that goal. Details you can edit include the goal description, start/due date, visibility settings, goal alignment, and assigned feedback providers.
In this article:
Align your Goals
Update your Goals
Editing or Deleting Goals
Completing A Goal
Follow a Goal
Additional Resources
Align your Goals
In order to align a goal you must be able to edit it. You can edit the goal if you are the goal owner, Goals Admin, or the supervisor of the goal owner.
Follow the instructions below to align or re-align an existing goal.
- First, click on the title of the goal you wish to align.
- Click Edit in the lower right-hand corner of the goal in question.
- The Goal Details will appear allowing you to add or edit a title, description, goal start and end dates, goal visibility, and alignment.
- All of the goals you can align to will be listed below align this goal to one of your supervisor's goals.
- Select the goal you are aligning to and click Save Goal.
Update your Goals
Follow the steps below to provide a status update on any of your goals.
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To update a goal status, click Me at the top of your Dashboard or Goals from the Home Page.
- On the Me page, select the goal under In Progress you wish to provide a status update for.
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Under Post an Update write a brief explanation of the status update, then select On Target, Ahead or Behind.
- When you are satisfied, click Post Update.
- Once you have made the status selection, the goal status will update automatically and will now appear in the Latest section.
Editing or Deleting Goals
Once you delete a goal, any associated data or comments will be erased and will not be retrievable.
There are several (limited) reasons to delete a goal
- You created a test or training goal that you wish to erase so as not to muddy reporting data.
- The goal needs to be removed for privacy reasons such as a comment that cannot be erased.
Otherwise, if the goal is no longer relevant, go ahead and provide an update on your current goal that outlines why you’re closing out this goal. Then, mark the goal as complete.
- Navigate to the Me tab in the top left of the home page. Click Goals from within the drop-down menu.
- Click on the title of the goal in question.
- Once on the Goal Detail page, click the EDIT button on the bottom right of the goal summary.
- Once you are taken to the Edit Goal page, you will be able to edit the goal details. Once you are satisfied with the changes you have made, you have the option to Delete Goal, Complete Goal, or Update Goal.
Completing a Goal
You can complete a goal when you close out a fiscal year or quarter, move to a new role, or when all parameters for the goal have been met. Follow the steps below to complete one of your goals.
- To complete a goal, head to Me and Goals on your Dashboard.
- Select the goal you would like to complete.
- Under Post an Update on your Goal Detail page, click the slider next to This goal is complete.
- Click Post Update to complete the goal.
- You will be able to view your completed goals on the Goals tab of the Me section. Completed Goals cannot be reopened so confirm that you truly want to complete it.
Follow a Goal
You can follow a colleague's goal to receive notifications of status updates and other changes to the goal. This is a great way to stay up-to-date on relevant goals that are not owned by your direct supervisor or direct reports.
- To follow a goal, click on the title of a colleague's goal that you would like to follow.
- When the colleague's goal loads completely, click on the star icon in the lower left-hand corner of the goal to follow it. Once selected, the star will become yellow to indicate that you are following the goal.
- You can easily check on the status of any goals you are following under You Are Following at the bottom of your personal Goals page (found under Me and Goals).
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