How to View My Goals/ Team Goals
On this page:
My Goals Page Overview
The My Goals page is where you can view, create, and manage your individual goals throughout the performance cycle. This page displays your goal titles, current progress, due dates, and any pending approvals.
Go to Performance → Goals
The My Goals page will automatically display.
If you are a manager, you will have a Team Goals tab.
My Goals Page
Select the time period – Use the Current Period dropdown to view goals from the current cycle or switch to Previous Period to see past goals.
Filter goals – Click Filters to sort or narrow your list by goal status (for example, In Progress, Completed, or Pending Approval).
Create a new goal – Select Create to add a new goal for yourself or your team.
View and track progress – Each goal displays its status, due date, and completion percentage. You can expand a goal to update progress, add comments, or upload supporting attachments.
Edit or manage goals – Click the More Actions menu (…) next to a goal’s progress bar to open options such as Edit, Cancel, Advance, or View History.
Pending approvals – If a goal is labeled Pending Approval, it means your manager still needs to review and approve it. You can send a reminder to your manager using the Send Reminder button.
This section helps you stay on track by updating goal progress regularly and communicating with your manager throughout the performance cycle.
Pending approvals
If a goal displays Pending Approval, the goal has been submitted and your manager must review and approve it. You may send a reminder using the Send Reminder button.
Manage Team Goals
Go to Performance → Goals → Team Goals tab.
Managers can view, edit, copy, and manage goals for their direct reports. This tab provides a visual overview of team progress and activity.
Team Goals Dashboard
The Team Goals dashboard gives managers a quick, visual overview of their team’s goal activity and progress throughout the performance cycle. Each widget updates in real time as team members create, update, or complete goals, helping managers stay informed and support progress toward shared outcomes.
Goals Completion
This widget tracks the percentage of goals your team has completed for the current cycle. It automatically updates as employees mark goals complete, allowing you to quickly assess overall progress at a glance.
Goals
The Goals widget provides a snapshot of all active team goals by status—New, In Progress, In Review, or Completed. This helps managers identify where goals may be stalled and recognize achievements as they occur.
The Team Goals dashboard updates automatically as your team members complete their goals, so you always have an up-to-date view of progress to support performance conversations and recognition throughout the year.
Team Statistics
The Team Statistics section gives managers a detailed view of each team member’s goals and progress throughout the performance cycle. This section allows you to expand individual goals, review attachments, monitor completion rates, and quickly access goal actions such as Edit, Cancel, Copy, or View History.
Go to Performance → Goals → Team Goals tab.
Scroll down to the Team Statistics section. If your list is long, use your browser’s Find feature (Ctrl+F or Command+F) to quickly locate an employee by name.
Browse to locate a team member and their goals.
Click the up arrow (^) to expand the goal and view additional details.
Click the Actions Menu (…) next to the progress bar to access options such as Edit, Cancel, Copy, or View History.
Goal Comments
Use the Comments section to record updates, share feedback, or communicate progress on a goal.
Type your message in the text box, and click Reply to respond to an existing comment.
All comments are time-stamped and appear under Previous Comments, making it easy to track discussions and goal progress over time.
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