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Updating Goals in Your Check-In
Updating Goals in Your Check-In
Updated over 8 months ago

If your team utilizes Goals and you have open goals currently assigned to you, a tab titled "Goals" will be present within your Check-in. When you are completing your Check-In, navigate to the Goals tab to make updates to your goals.

During your check-in, the "Goals" tab will show any "Open" goals in which you are listed as the person responsible. If your organization uses the cascading goals feature, you will also see goals in which you are a contributor. To make updates, click the title of the goal.

Once clicked, the record will expand to show the relevant fields. From here, you can make updates to your progress. You can also select the "Show Goal Comments" option which will load any previous comments made for this goal.

Please note, goal updates are NOT captured with autosave so be sure to click "Complete Check-In" when you are done.

Any updates made during your Check-In will be reflected in the Goals application as well.


Only goals that have been updated during the check-in process will be visible on the finalized record once your check-in is complete. If you don't make any edits to your goals during the check-in, this tab will not appear in the completed record.

Important Note: If this is your first check-in after new goals have been assigned to you, the goals tab will appear in your completed check-in, regardless of whether you've made updates to any of the goals. The new goals will be displayed in the Goals tab of your check-in with an indication that progress has not yet been made. This provides an opportunity to discuss new goals with your manager, regardless of any updates or progress.

For example:

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