How to Edit Goals Included in a Review Cycle

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This article explains how to edit goals that are already included in an active review cycle. Goal edits are only possible under certain conditions, and in most cases, your admin will need to un-submit specific items before you can make changes.

Conditions & Required Admin Actions

1. Goals approved by the manager, but no self-review or manager summary submitted
   The admin needs to un-submit the goals. After that, you can follow the steps in this article to edit your goals.

2. Goals approved by the manager and self-review submitted
   The admin needs to un-submit the self-review first and then un-submit the goals. Once completed, you can follow the steps in this article to make any edits.

3. Goals approved by the manager, self-review submitted, and manager summary submitted
   The admin needs to un-submit the manager summary first, then un-submit the self-review, and finally un-submit the goals. After these actions are completed, you can follow the steps in this article to edit your goals.

1. Navigate to "Define Goals" option

Click “Define Goals” on your homepage to define your goals for the review cycle

2. Click on "Exclude Goal" icon

Select the goal you’d like to edit. On the right side of the goal, you’ll find the “Exclude Goal” (-) option. Please click on it to proceed

3. Click on "Goals" module

After clicking the “Exclude Goal” option, go to the "Goals" module to open your goals

4. Choose goal to edit

Select the goal you want to edit, and then click the three dots next to it to proceed

5. Click on "Edit"

Once you click "Edit", you’ll be able to make the necessary changes

6. Navigate to your homepage

Once all the changes are made, go to your homepage to define your goals

7. Define your goals

Click on the “Define Goals” Option

8. Include Goal

Include the excluded goal by clicking on the “Include” option

9. Re-assign weights

You will need to reassign weights to the included goal again

10. Submit Goal Changes

Click “Submit” to finalize and submit your defined goals

11. Confirm Submission

Click "Yes" to confirm