The process of editing goals in a Performance Review is the same as adding them. For more information on adding goals, please click here.
Important Note: It’s best practice to add and weigh all goals in the review before entering notes and ratings. This ensures that the record is prepared for editing before any user starts working on it. Removing goals that have associated ratings and notes may lead to lost progress.
To edit a goal in a Performance Review:
1. Navigate to Apps > Performance Reviews.
Important Note: If you are adding Goals to your self-assessment as a manager user, navigate to the 'Me' selector in the upper-left corner.
2. Navigate to the correct Performance Review record, click the three-dot menu, and select 'Update Self-Assessment' (for employees) or 'View/Update Review' (for managers/admins).
3. Once the review is open, navigate to the Goals tab and click 'Edit' in the upper right-hand corner.
4. Select the goals you want to add to the review. For more information on which goals are eligible to be added to a performance review, visit this article.
Select a goal from the dropdown list. The list will display only the goals where the employee being reviewed is assigned as the "Person Responsible.
Add a weighting for each goal. The system uses a scale of 1-10, 10 being the most important. If you wish to weigh your goals equally, select the same number for all goals.
Once all goals are added, select 'Save'. The form will autosave and refresh the screen.
5. After clicking 'Save,' you will then see the Goals successfully added to the review and will have the ability to rate and comment.