How to update and track Goals

Modified on Tue, 24 Feb at 8:38 AM

Applicable packages	Leave	Time	HR Essentials	HR Success

Required Roles	Team Manager	HR Manager	Administrator	ADU Manager

In this article:

Key Results

Goal Status

Goal progress over time

Check ins & Shout outs

Tasks

Once a Goal has been approved and moved into Current status, it's possible to update and keep track of it using a variety of features.

Key Results

Key Results are the main way to update your Goal progress.

Click on a Key Result to open it up and enter a new value in the box.

The progress bar of the Key Result will update based on the change from the current to the new value.

Once you click Update, the overall progress percentage of the Goal will be updated too.

The outside percentage circle shows you the Goal progress, while the inside circle shows you the elapsed time.

Goal Status

As soon as at least one Key Result has been updated, the status of your Goal will change from Not Started to In Progress.

You can manually change the status of your Goal to At Risk or Blocked.

Once all Key Results have been completed and the Goal progress percentage hits 100%, the status will change to Achieved.

There are two types of Goals Status: Approval and Completion.

A Goal will be in an Approval status during the creation of the Goal, these can be any of the following: Draft, Pending Approval, Rejected, Future, Current and Expired.

Draft: Goal has been created but not submitted for Approval
Pending Approval: Goal has been submitted for Approval and is waiting for Approval from one or more Approvers
Rejected: The Goal has been rejected by one or more of the Approvers
Future: The Goal has been approved and is awaiting a start date
Current: The timeframe for this Goal has started
Expired: The timeframe for this Goal has finished
Archived: Once expired a Goal can be set to be archived from the Options menu. Archived Goals do not appear in the Goals dashboard, insights or status reports. Goals are automatically archived which have reached their end date PLUS the number of days specified in Process Config as the Auto Archive value. Archived Goals can be unarchived by a user with the Goals Manager role from the Archived Goals page.

Any Goals that hold the status of Current, can also have a Completion Status, which can be any of the following: Not Started, On Track, Blocked, At Risk or Achieved.

Not Started: No activity has been reported for this Goal
On Track: Key Results have been updated appropriately and there is nothing to indicate the Key Results will not be met in their target timeframe.
Blocked: The Goal cannot be achieved due to one or more external factors. There will be no further progress reported against this Goal.
At Risk: Effort has been expended on this Goal and Key Results updated but it does not appear that one or more Key Results will be achieved at all or within the timeframe allowed. This status should indicate Tasks have been added to improve progress or amend the Key Result metrics.
Achieved: The Key Results for this Goal have all been achieved or exceeded. It is unlikely further updates will be made against this Goal although it is possible, in which case consideration should be given to revising the metrics associated with the Key Results.

Goals progress over time

Every time you update a Key Result, this will also update the Goal Progress over time chart. Each represents a Key Result, with the grey line being the average of all Key Results. The more often you update your Key Results, the more populated and accurate the graph will become.

By default, the chart will be zoomed into the current period, but you can click the Show Full Timeline box to view the progress chart to the end of the Goal period.

Check-ins & Shout outs

Check-ins provide a simple way to log progress, separate from updating a Key Result. This could be used to add more context to the progress of the Goal or to ask other contributors for further information about the Goal.

Any collaborator on a Goal can be recognized for special praise by using the Shout-out medal button. Not only will this show on the timeline but it will also be visible on the contributions leaderboard to highlight their efforts.