Add a Goal to Your Review

Setting goals helps you stay focused on competencies throughout the year and provides a way to track your progress and achievements.

Your organization may use Trakstar Perform to manage goals in several different ways. This article covers the Add a Goal feature within a performance review. This feature can be enabled or disabled by your site administrator.

Note: If the Add a Goal feature is not available, see Add a Measurement for another way to track objectives in Trakstar Perform.

Add a Goal

You can add a goal from your review or the goals list.

Employee Review

Step 1: Open your review

1. Log in to Trakstar Perform.
2. Select Reviews.
3. Click Score your Appraisal.

If your appraisal is currently in Scoring mode:

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

Step 2: Start adding a goal

1. Select Add a Goal at the top of the page.

Step 3: Choose how to add the goal

Select one of the following options:

• Add an Existing Goal to add a goal you've already created.
• Create New Goal to create a new goal.

If you choose Create New Goal:

1. Enter a Name for the goal.
2. Enter a Description.
3. (Optional) Select the rating scale that will be used to score the goal.
   • If your organization has only one available rating scale, it will automatically appear below the Name and Description fields.
4. Select Save Goal.

Step 4: Choose where to place the goal

1. Select where the goal should appear in the review.
2. Depending on your organization's review configuration, you may:
   • Select a specific section of the review.
   • Choose whether to place the goal at the top or bottom of the review.
3. Select Insert Goal.

Step 5: Confirm the goal has been added

After the goal is saved, it is automatically added to your review.

Goals List

Click Create a goal (top-right) to open the Create a goal drawer.

Fields:

• Goal title* - required
• Description - optional, with basic rich-text formatting (bold, italic, links, lists, and more)
• Tags - optional, multi-select; ask your manager or admin if you don't see a tag you're looking for, since these are managed centrally
• Rating scale* - required; sets how the goal will be scored
• Review* - required; choose which review cycle this goal belongs to (this field is unique to your view - a manager or admin creating a goal doesn't see it)
• Cancel / Save - Save stays disabled until all required fields are filled in

Once you choose a rating scale, the drawer expands to show each rating level with an editable description. You can tweak a level's wording for this goal specifically - it won't change the shared scale or any other goal using it.

After saving, you'll see a green "Success - A new goal has been created!" message. If something goes wrong, you'll see a red error message instead, and you can try again.

💡 Tip: If Save stays greyed out, check that Goal title, Rating scale, and Review are all filled in — Review is the field unique to your drawer, and it's the one people most often miss. If you don't see any reviews to choose from, that ties back to the "No goals — yet!" message above: a manager or admin needs to assign you a review first.