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- Goals
- Goals (New)
Edit a Goal
After a goal is created, users may realize that they need to change something about the goal created.
This article walks through how can an employee, manager, and admin edit a goal.
Employee to Edit a Goal
Employees can edit any goals which are owned and assigned by them.
Step 1: Navigate to Home > Goals > My Goals > Owned by Me.
Step 2: Click the Overflow Menu Icon and select Edit.
Step 3: Make the changes as required from the Edit Goal page.
Manager to Edit a Goal
Managers can edit any goal of their direct reports.
Step 1: Navigate to Teams > Goals > My Team Goals.
Step 2: Select an employee and click any goal.
Step 3: Click the Overflow Menu Icon and select Edit.
Step 4: Make the changes as required from the Edit Goal page.
Admin to Edit a Goal
Admins can edit any top-level goals in the organization. They can also edit any individual goal from the Goals Directory.
Step 1: Navigate to Admin > Goals > Top Level Goals to edit a top level goal OR
Navigate to Admin > Goals > Goals Directory to edit an individual goal.
Note: Here, we are demonstrating editing the top level goal.
Step 2: Click any top level goal.
Step 3: Click the Overflow Menu Icon and select Edit.
Step 4: Make the changes as required from the Edit Goal page.
Edit Goal Details
Modify the goal details as necessary and click Save.