Add a Subgoal (formerly Measurement)

Subogals help break larger goals into smaller, manageable objectives and make it easier to track progress throughout the performance review cycle. They are especially useful for goals that require multiple steps, activities, or ongoing participation.

Your organization may use Trakstar Perform to manage goals in several different ways. This article covers the Add a Subgoal feature, which allows you to add an objective to an existing competency or goal within your appraisal.

If your organization has enabled the Add a Goal feature, you can also create new goals directly within your review. See Add a Goal for more information.

Note: If your organization uses the Perform to Learn integration, you can also add training measurements that automatically assign Learn courses.

Add a Subgoal

Step 1: Open your current review

1. Log in to Trakstar Perform.
2. Select Current Review.

If your appraisal is currently in Scoring mode:

1. Select the Goals and Notes tab in the review timeline.

Step 2: Add a measurement

1. Locate the competency or goal where you want to add a measurement.
2. Select + Add Subgoal

Step 3: Enter the subgoal details

1. Enter a Subgoal Title.
2. Enter a Description.
3. Complete any optional fields as needed.
4. (Optional) Configure email reminders to help you stay on track.
5. Select Save.

Step 4: Add tasks (Optional)

If your subgoal requires multiple activities, you can create tasks to help manage the work needed to complete it.

Step 5: Update your progress

Throughout the appraisal cycle:

1. Select Edit for the subgoal.
2. Mark completed tasks.
3. Update the Percentage Complete.
4. Update the Status.
5. Enter a Completion Date, if applicable.

Keeping your measurements up to date helps accurately reflect your progress throughout the review period.