Once you have created a goal in PerformYard, it's easy to update progress and maintain goal information, all from the Goals tab. The Goals tab has your list of “My Goals” on the left and, if you are a manager, a list for your team’s goals. At the top of the page, you'll have a search box that allows you to type a goal name. Additionally, you'll have a filter button, a Create Goal button and a Download CSV button. Beneath you'll find a list of any filters currently applied; these lists default to active goals, but you can use the filter option above to further change the filters.
In the list of goals (which is sortable by clicking on the column headers), you’ll see the goal name, visual indicators for transparency/goal sharing/unread updates, assignee (which could be someone else that has shared their goal with you), due date, status and progress for the goal, which is colored according to the outlook.
To work with a goal, click on the goal's name. You’ll see the basic information of the goal at the top, including the assignee, anyone the goal has been shared with, current and target values along with start and due dates. Then you’ll see a graph depicting the goal’s progress over time.
On the right side, you’ll see a detailed activity history for the goal, capturing all of the updates, comments and changes made.
The Options menu has a few choices for things you can do to the goal. Within Options, you can:
- Mark as Complete, which will prompt you to enter a final value, comment and as-of date.
- Update, which will prompt you for a new value and comment, along with as-of date.
- Edit, which will allow you to change the name, description and other details of the goal.
- Archive, which will remove the goal from your Active list but not mark the goal as Complete. A goal must first be archived to be deleted by a user with the appropriate permissions.
- Copy, which will allow you to create a new goal using this goal’s parameters as a starting point.
- Hide Activity Stream, which will minimize the activity stream on the right hand side.
If a goal has been archived, a Delete option may appear. As determined by your organization's administrators, employees and/or their manager may have the permission to delete a goal entirely out of PerformYard. Administrators can always delete goals entirely. Note that a goal must first be archived under the Options menu for the Delete option to appear in the Options menu if enabled for your user role.
To update the goal, using the button above the activity stream or making the selection within the Options menu, you can provide an updated value for the goal, a comment about it, an as-of date for the update and update the outlook. You can also mark the goal as complete when making an update if appropriate.
A note about the Increment Value option. This will add the number entered in the Value section to the existing value of the goal rather than replace the value. For example, if your goal is currently at 25% and are now 40% complete, you could do either:
- Enter 40 in the Value and leave the increment value box unchecked.
- Enter 15 in the Value and select the increment value box. This will add 15 to 25, giving you a new value of 40.
As a reminder, the Value you enter is always relative to the target and units that were set when you created the goal.
You can also click the Comment button at the top of the activity stream to only make a comment in the goal history. Note that you cannot edit a comment once it has been made, though you may have the permission to delete an update made to a goal.
Further down the page, you’ll see more details about the goal, along where you can make some additional changes and updates, including:
- Adding and removing Categories
- Sharing the goal with other employees, and removing someone with whom the goal has been shared
- Updating the Outlook that you have set for the goalAdditionally, you’ll be able to see which goal this one is aligned to and the privacy level. To change those items, you'll need to Edit the goal under the Options menu. You will also see any goals that have aligned to this goal (called Children).
The checklist at the bottom allows you to create and "check off" activities that support completion of the goal. You can add as many checklist items as desired and get the satisfaction of checking off those completed items.