What can I learn from this page? | An overview of how to update and track goal progress (Goals Classic) |
Who is this guide for? | Performance Users |
Once you’ve created a goal, there are a few ways to keep track of and communicate goal progress.
Before you begin:
Haven’t created your first goal yet? Don’t worry, please refer to our Goal Creation (classic) article and get started.
Are you looking to create Teams and Team Goals? Check out our Team Goals article.
Editing a Goal's (classic) Details
You may edit any part of the goal by clicking on the goal and selecting Edit from the three-dot menu in the top right. Only Goal Owners can edit a goal's details.
Update a Goal's Progress (classic)
If your goal visibility is set to 'Everyone', 'Your Manager', or 'Specific People'—which includes your manager—both you and your manager can update a goal's progress by adjusting the slider bars. If your goal has key results, you may update progress on each one and the overall progress percentage will reflect automatically.
When the progress percentage is > 0%, your goal will automatically transition to the in-progress status. Similarly, when your goal reaches 100%, it will automatically transition to accomplished. You can also drag and drop a goal into a different status on the goals overview page to manually move a goal between states.
Commenting on a Goal (classic)
Anyone with visibility of your Individual goal can leave a comment within the comment thread of that goal. You can also leave a comment yourself to capture any status updates or provide additional context to your goal.
Users can also “@” your colleagues in the comments to give other individuals visibility of your goal to bring them into the conversation.
Capture Feedback on a Goal (classic)
When a manager is reviewing their direct report goal’s progress, it may be a great opportunity to provide feedback on how they have progressed. The manager can click on the same Give Feedback button found under the goal's progress bar.
Once the Give Feedback button is clicked, a new tab will open up for the feedback to be captured. Once Send feedback is clicked, the feedback will appear in the recipient's employee profile. This is especially useful when performance review time comes around.
Both the direct report and manager will have access to the feedback collected throughout the year to provide examples and evidence to base their Self Reflection and manager reviews on.
Identify a Goal as Blocked (classic)
At any point, you can update the status of your goal to Blocked (by clicking on the goal and selecting the drop-down menu for status) to indicate that there may be circumstances impeding your progress. If your manager has visibility of your goal, they will receive an in-app notification, allowing them to follow up and discuss ways to move forward.
Track Individual Goal Progress (classic)
Update key results to track progress on goals. Goal progress is displayed and includes the average of all the key results. You can mark a goal as blocked when you are unable to progress. Your manager will receive an in-platform notification when a goal is marked as blocked.
For insights into the science and best practices for creating and tracking great goals, check out: