Editing Employee Goals

Applies to: Team Leaders/Managers and HR/Customer Administrators

Occasionally, you may need to edit a goal for one of your team. This might be to update the review date, change the description or slightly alter the name of the goal.

Editing Goals

• From the employee record of your team member, select the Goals/Performance tab.
  
  
  
• To edit a goal, click on the orange pencil icon on the same line of the goals to be edited.
• The goal management screen is loaded, containing details of the existing goal.
  
  
  
• Make the required changes and possibly add a reason for the change, although this is not required. In the example below, the review date has been changed and a reason for change has been given.
  
  
  
• Click save and the updated goal will show under the goals section of the employee record.