Edit an Employee Goal

Depending on permissions, managers and administrators can modify details of an existing goal.

Only managers and administrators have access to edit a goal. Managers can edit goals for their direct reports, but not goals they created themselves. Administrators can edit any goal.

To edit an employee goal:

  1. Click My Employees > My Employees.
  2. On the My Employees page, for the employee whose goal you want to edit, click Goals.
  3. Click the Edit icon in the Action column.
  4. Update information in the following fields:
    OptionDescription
    Goal Name Edit the goal name.
    Description Modify the description.
    Start Date Select a new start date.
    Target Date Select a date for the goal to be accomplished.
    Private Change the privacy setting for the goal. Goals are public by default to encourage employees to relate goals and work together to meet organizational objectives. Scores and ratings are never publicly visible, but other employees can see goals and descriptions. This is not always desirable, and you can choose to keep this goal private from others not directly involved with this appraisal by selecting the private option.
  5. Click Submit to save changes.
  6. Click the View All button to return to the Goal screen, click one of the More Options to change the status, retire the goal or delete th goal, or click Edit and return to step 4 to make additional changes to the goal.