Add Goals to an Employee's Review After the Review Has Started

If you forgot to add goals before an employee began their review, you can still add them during the review cycle.

When new goals are added, employees can complete ratings and comments for those goals without losing any previously submitted responses.

Before You Begin

Before adding goals:

• Verify that you have permission to edit the employee's review.
• Open the employee's active review.

Add a Goal

You can add a goal either from the employee's review or the goals list.

Employees Review

1. Open the employee's review.
2. Navigate to the Goals and Notes section.
3. Select Add Goal.
4. Choose to add an existing goal or create a new goal.
5. Complete the goal information.
6. Insert the goal into the appropriate review section.
7. Save your changes.

The new goal is added to the employee's review.

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

Measurement types: If the Employee Has Already Submitted Their Self-Review

If the employee has already completed and submitted their self-review, you can still add additional goals.

When a new goal is added:

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

Once the employee submits the updated self-review, the review continues through the normal workflow.

Summary

Goals can be added to an employee's review even after the review has started or after a self-review has been submitted. Adding a new goal automatically reopens the employee's self-review so they can complete the additional goal while preserving their existing responses.