Add a Measurement to a Goal

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. Measurements can be added to an existing competency or goal within a review.

Note: Measurements 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.

Add a 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 measurement.

Select + Add Measurement.

3. Configure the Measurement

Enter the required and optional information for the measurement.

Required field:

• Measurement Title

Optional fields may include:

• Description
• Measurement type or unit
• Target value
• Status
• Due date
• Email reminders
• Other available measurement fields

Select Save when you are finished.

4. Add Tasks (Optional)

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

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

5. Update Measurement Progress

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

Select Edit to update information such as:

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

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

Summary

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