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Adding a goal to an employee's review
Setting goals helps your team stay focused on competencies throughout the year. It is a great way to track progress and achievements.
Your organization may use Trakstar Perform to set goals in a number of different ways. In this article, we will discuss the “Add a Goal” feature on a review This feature can be enabled/disabled by your site administrator. If you do not have this feature, see also “ Add a Measurement” for another way to track objectives in Trakstar Perform.
Watch the video or read below to learn more!
Log in to Trakstar Perform and click Set Goals next to the name of your direct report.
Ensure you are in the ‘ Goals and Notes‘ tab in the timeline.
Click Add a Goal at the top of the page.
Select Add an Existing Goal or Create New Goal.
If you choose to Create a New Goal, fill in the Name and Description fields for the goal (Optional: Select the rating scale this goal will be scored on. Your organization may only have one option available in which case that rating scale will populate underneath the Name and Description. When finished, click Save Goal.
Select where this goal will be placed on the review. You may see a specific section and/or may be asked if you’d like this goal to be at the top or bottom of the review. Select appropriately and click Insert Goal.
The goal will then be saved and added to your direct report's review.
Note: If an employee has already submitted their self-review but more goals need to be added, you can still add those goals to the current review! By adding new goals, the employee's self-review will automatically re-open so they can rate those newly-added goals.