Editing Goals

As an employee, you are the only one who can edit your own goals. If your manager has not yet approved a goal, you can change the name of the goal and the goal details. You can change the status of your goal only after your manager approves it.

To edit your goals:

  1. From the home screen of your Employee Center role, go to Talent > Goals.

  2. Click the goal that you want to makes changes to.

  3. Do any of the following:

    • If your manager has approved your goal, you can change your goal’s status. To change the status of your goal, from the Status field, select one of the following statuses:

      • Planned - The initial status for goals that you create.

      • In Progress - You are ready to start working on the goal. When you set the status of a goal with a performance metric to In Progress, the Actual field is updated with the actual value of your goal.

      • Completed - The goal is completed.

      • Not Completed - The goal was not completed by the target completion date. If you can continue to work on the goal, update the target completion date to give yourself more time.

      • Canceled - The goal was canceled (for example, it is no longer relevant).

      Tip:

      To update the status of a goal, from the Goals page, you can move the goal into a status column. You can also reorder goals within a column so that the sequence better reflects your priorities.

    • To add an Area of Focus from a goal, click the dropdown menu and select the area of focus. To remove an Area of Focus from a goal, click X in the dropdown menu.

      Note:

      When you edit an area of focus, the changes are reflected on all goals that are linked to the area of focus.

    • To change the start date or target completion date of the goal, enter new dates in the Start Date or Target Completion Date fields.

    • To indicate how you feel about the status of your goal, select a Mood:

      • On Track – You are on track to achieve your goal.

      • Behind – You are behind on achieving your goal.

      • At Risk – You are at risk to miss your goal.

    • To edit the details of your goal, you can use Text Enhance. You can use Text Enhance to generate new goal details, clean up the goal details, or make the goal details longer or shorter. To use Text Enhance, click the Text Enhance icon beside the Details field.

    • To change the performance tracking method for your goal, choose either Manual or Performance Metric.

    • To change the format for a manually tracked goal, from the Format list, select a format.

    • To change the performance metric of your goal, from the Performance Metric list, select a performance metric.

    • To change the value you completed when your goal started, in the Start field, enter a number.

    • To change the value you want to achieve, in the Target field, enter a number.

    • To update the actual value of your goal, in the Actual field, enter a number.

      If you are using a performance metric to track the actual value of your goal, you cannot enter a number here.

    • To add comments to your goal, see Adding Comments to Goals.

  4. When you finish editing, click Save.

Related Topics

Creating Goals
Approving Goals
Adding Comments to Goals
Closing Goals
Using Text Enhance

General Notices