This article explains how to manage goals and subgoals.

Access goals

The Goals section in the Performance & Development area is the central place where you can view, create, and edit goals. In this section:

• All employees can access their goals.
• Supervisors can access goals created for their reports.
• Administrators and employees with edit rights for this section can access goals created for everyone in the organization.

For more information on what goals you can view and edit depending on your role and access rights, see View and edit access in the Performance & Development area.

Add a comment in a goal

Comments are a useful feature for goals. Through comments, Supervisors and their reports can discuss each goal in one place, and their comments are saved for future reference.

To add a comment on a goal, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow icon next to the relevant goal.
4. The goal's details page opens. Under Comments, click Write your comment... and input your text.
   
5. Click Submit.

Comments are ordered chronologically. Your new comment appears at the top of the list.

Tip You can edit your comments at any time. Click the three dots icon next to the comment you want to modify and select Edit.

Delete a comment in a goal

If necessary, you can delete your own comments:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow icon next to the relevant goal.
4. The goal's details page appears. Click the three dots icon next to the comment you want to delete, and select Delete.
5. A message appears asking to confirm the deletion. Click Delete.

Update the progress of a goal 

After you have created a goal, you can update its status and progress at any time. This allows you to keep track of the overall performance of an employee over time.

To update the progress of a goal, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. On the relevant goal, click Update progress.
4. A new window appears showing an overview of the goal and its subgoals. To update the goal's status, click the status button below the goal's title and choose the appropriate option from the list (Not started, On track, Off track, Completed, Cancelled, Deferred).
5. To update the progress for each subgoal, input a new value under Achieved.
   
6. Click Save.

The subgoals values and progress are updated, together with the overall progress of the goal.

Edit a goal

Notes
▶︎ You cannot edit goals that other employees created for you.
▶︎ You cannot edit the goal's time frame after the goal is created.

Personio allows you to edit a goal's name if necessary. If you created the goal for another employee, you can also enable or disable the option allowing the employee to directly update their progress.

To edit a goal, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow icon next to the relevant goal.
4. The goal's details page opens. On the upper right, click the pencil icon .
5. The goal's editing page opens. Under Goal name, you can input a new name.
6. Tick the Allow employee to update progress of this goal checkbox to enable or disable the option as preferred. This option is only available for goals created for others by Supervisors, Administrators, or employees with edit rights for Goals.
7. Click Save.

Edit a subgoal

Note Subgoals' measurements cannot be edited after creation.

To edit a subgoal's name, description, and category, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow icon next to the relevant goal.
4. The goal's details page opens. Next to the relevant subgoal, click the pencil icon .
5. The subgoal's editing page opens. You can update the subgoal's Name, Description, and Category.
   
6. Click Save.

Delete a goal

Note You cannot delete goals that other employees created for you.

To delete a goal, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow iconnext to the relevant goal.
4. The goal's details page opens. Click the bin iconon the upper right.
5. A message appears asking to confirm your choice. Click Delete.

Delete a subgoal

Note You cannot delete subgoals that other employees created for you.

To delete a subgoal, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow iconnext to the relevant goal.
4. The goal's details page opens. Click the bin iconnext to the relevant subgoal.
5. A message appears asking to confirm your choice. Click Delete.

Export a goal

You have the option to export a performance goal as a PDF document. This document shows all the information that is on the goal's details page at the time of the export. 

To export a goal to a PDF document, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow iconnext to the relevant goal.
4. The goal's details page opens. On the upper right, click the three dots iconand select Export document.

Note Personio exports the PDF file to the Documents tab of the relevant employee profile. The document is displayed under the Performance category.

View a goal's history

In the goal's history, Personio records all actions performed on a goal and its subgoals. The history displays the author, date, and time of the action. 

To access a goal's history, follow these steps:

1. Navigate to Performance & Development > Goals.
2. Select the relevant employee.
3. Click the arrow iconnext to the relevant goal.
4. The goal's details page opens. On the upper right, click the three dots iconand select History.
5. On the right, a drawer window containing the goal's history appears.

A new entry appears in the history every time an employee creates, edits, or deletes the goal, its subgoals, and the comments. Personio also records any update to the goal's progress and any change to the goal's weights.

More information

Configure goals and subgoals in the Performance & Development area

Link a salary bonus to a goal in the Performance & Development area

The Performance & Development area in Personio