Updating active employee goals

Managers can update a resource's active goals. They can also update bonus objectives after the bonus objectives have been approved.

You can also update employee goals on Manager > Develop Employees > Development Plans or Manager > My Staff > View Full Profile.

Select Manager > My Staff.
Select the employee whose goal you want to update.
On the Active tab, open the goal to update.
Note: Not all actions are available on each tab.
- To add progress for a goal, select a value in the Progress field. This value is used in analytics by administrators and HR generalists.
- To change the goal details, specify changes on the goal form and click Save.
- To delete a goal, select the Delete action under the All Actions Menu, and click Yes.
- To add an aligned goal, click the Aligned Goals tab, click Align, select the organizational goal, and click Save. See Aligning employee goals with organization goals.
- To add comments, click the Comments tab, click Create, add comments and click Save. Comments are displayed with the date added.
- To associate an activity with the goal, click the Activities tab. Click Associate, select the activity and click Save. See Associating employee goals with activities.
- To add rating criteria for rated goals, select the Rating Criteria tab. Add or change the descriptions for each rating level, and click Save.
- To move all goals to Active status, select Move All Goals To Active. Goals must be in Ready To Move To Active status.
- To revert an active goal to Draft status, select the goal and click Revert Goal to Draft. To revert all goals to Draft status, click Revert All Goals to Draft.
- To view information about a goal, select the goal and click Information.
If the organization uses automatic notifications, the resource is notified that the goal has been updated.