Edit my own goals:
To edit a goal, follow the steps below:
Navigate to Goals > My goals
Choose the goal you want to edit and click ⋮ icon (More) > Edit. Now you can update:
Goal Name and Description
Category
Start date and End date
Key Results of Performance Indicators
3. Click Save to apply changes.
📌 Note: You can only edit goals at the following status:
Draft
Rejected
Approved
Waiting for approval (when a goal is overdue)
⛔️ Caution: Changing Key results will reset your employee's whole progress.
Example: When you edit the Key Result’s evaluation method from “Achieved/Not Achieved” to “Numeric”. Employee’s goal progress will be refreshed.
Update progress
Regularly updating your progress is a great way to keep track of your accomplishments and what needs to be done and make sure your goals are accomplished on schedule.
Navigate to Goals > My goals
Click on the arrow before the goal name to view Key Results
Click on the Pencil icon to update the Key Result
Add Note (optional)
Click Save to finish.
📌 Note:
In the note section, you can:
Add up to 1000 characters
No limit attached link
A file format: DOC, DOCX, PDF, PNG, JPG, XLSX. Maximum supported file size: 5MB
Archive my own goal
You can now archive past or outdated goals and revisit them later if needed.
To archive a goal, please follow the steps below:
Go to Goals > My goals
Find the goal that you want and click on the ••• icon > select Archive
Click on the Archive button again.
📌 Note:
You can archive goals with all statuses excluding “Drafted”.
Once you archive a goal, you cannot edit goals or update Key Result progress.
After you archive a goal, the status and progress of the goal will remain unchanged. A countdown timer will still be active.
Check the goal activity log
You can check every single goal of yours.
Navigate to Goals > My goals
Click on Activity Log icon to check history
