Add a Goal to an Employee's Review

Goals help employees stay focused on key objectives throughout the review period and provide a way to track progress and achievements over time.

Depending on how your organization uses Trakstar Perform, goals can be managed in several ways. This article explains how to add a goal directly to an employee's review using the Add a Goal feature.

Add a Goal

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

From the review

1. Log in to Trakstar Perform.
2. Locate your direct report.

3. Select Set Goals next to the employee's name.

   

4. Open the Goals and Notes tab.
5. Select Add a Goal.

Choose How to Add the Goal

You can either:

• Add an Existing Goal
• Create New Goal

Create a New Goal

If you choose Create New Goal:

1. Enter a Name for the goal.
2. (Optional) Enter a Description.
3. (Optional) Select the rating scale used to score the goal.
   • If your organization uses only one rating scale, it is selected automatically.
4. Select Save Goal.

Place the Goal in the Review

After saving the goal:

1. Select where the goal should appear within the review.
   • Depending on your review template, you may:
     • Choose a specific review section.
     • Decide whether the goal should appear at the top or bottom of the section.
2. Select Insert Goal.

The goal is added to the employee's review.

From the Goals List

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

Fields:

• Goal title* - required
• Description - optional, with basic rich-text formatting
• Tags - optional, multi-select
• Rating scale* -  required; sets how the goal will be scored
• Cancel / Save - Save stays disabled until required fields are filled in

Once a rating scale is chosen, the drawer expands to show each rating level with an editable description. Customizing a level's wording here only affects this goal — it won't change the shared scale or any other goal using it.

There's no Review field on this drawer - that only appears when an employee creates their own goal. After saving, you'll see: "A new goal has been created! Next, assign the goal to employees." - a reminder that a newly created goal still needs to be assigned to the people it's for.

💡 Tip: If Save stays greyed out, a required field is empty — check Goal title and Rating scale. If you create a goal and no one on your team sees it, that's expected — you still need to assign it.

Adding a subgoal

From a goal's ⋮ menu, choose Add subgoal to open a drawer titled "Add subgoal," showing the parent goal's name so it's clear what it belongs to.

Fields:

• Subgoal title* - required
• Add description - optional
• How will you measure progress? - pick a metric type (see below)
• Due date - optional

Add Goals After a Self-Review Has Been Submitted

If an employee has already submitted their self-review, you can still add additional goals to the current review.

When a new goal is added:

• The employee's self-review automatically reopens.
• The employee can provide ratings and comments for the newly added goal.
• Previously completed responses remain unchanged.

Summary

The Add a Goal feature allows managers to create new goals or add existing goals directly to an employee's review. Goals can be placed within the appropriate review section, and if additional goals are added after a self-review has been submitted, the employee's self-review automatically reopens so they can complete the new goal.