Add a Subgoal to a Goal

Subgoals (formerly measurements) help break larger goals into smaller, trackable objectives. They are useful for monitoring progress on goals that involve multiple tasks, milestones, activities, or attendance. Subgoals can be added to an existing competency or goal within a review.

Note: Subgoals can only be added to competencies or goals that already exist in the review. If you need to create a goal first, see Add a Goal.

If your organization uses the Perform to Learn integration, you can create training subgoals that automatically assign Learn courses here!

Add a Subgoal (formerly measurement)

1. Open Your Current Review

1. Log in to Trakstar Perform.
2. Open your Current Review.
3. If the review is in the Scoring stage, select the Goals and Notes tab.

2. Select a Competency or Goal

Locate the competency or goal where you want to add a subgoal.

Select + Add Subgoal.

3. Configure the Subgoal

Enter the required and optional information for the subgoal.

Required field:

Subgoal Title

Optional fields may include:

• Description
• Subgoal type or unit
• Target value
• Status
• Due date
• Email reminders
• Other available subgoal fields

Select Save when you are finished.

4. Add Tasks (Optional)

If needed, add tasks to break the subgoal into smaller action items.

Tasks can help organize the work required to complete the subgoal and make progress easier to track.

5. Update Subgoal Progress

Throughout the review period, update the subgoal as work is completed.

Select Edit to update information such as:

• Completed tasks
• Progress
• Subgoal status
• Percentage complete
• Completion date

Keeping subgoals up to date provides greater visibility into progress toward the overall goal.

Summary

Subgoals provide a structured way to track progress toward goals and competencies. By creating subgoals, adding optional tasks, and updating progress throughout the review cycle, managers and employees can better monitor accomplishments and document ongoing performance.