When it's time to wrap up a goal, whether it's complete or incomplete, you can do so easily with bob. Closed goals still remain in your My Goals area, and if you need to reopen a closed goal, you can do that, too.

Note: Access to this capability is managed by your company's HR admin. If you do not have access and believe you should, reach out to them.

How to close a goal

Once the goal's time frame or objectives have been reach, it is time to close the goal. Closing a goal allows you to check in on the goal's progress once again before giving the goal a final status.

  1. Press the Talent area in the main menu

  2. Click on My Goals

  3. Click on the three dot menu to the right of the goal you wish to update

  4. Select Close. A popup will appear.

  5. Click on the top right-hand dropdown to update the goal's status:
    a. Complete: the goal is considered as completed at the time of closing
    b. Incomplete: the goal is considered as incomplete at the time of closing
    c. Other: a status other than complete or incomplete

  6. Update your key result progress according to the key result type:
    a. Percentage, Numeric, or Currency key results: enter the amount achieved in the field
    b. Complete/Incomplete: select Incomplete or Complete from the dropdown

  7. Provide more information regarding the update in the Check in note field. This will also be reflected in the goal's Activity log

  8. Press the Check in and close button

MG_close.gif

How to reopen a goal

Depending on the permissions set in your company, you may reopen a closed goal. To do so:

  1. Press the Talent area in the main menu

  2. Click on My Goals

  3. Click on the three dot menu to the right of the closed goal you wish to reopen

  4. Select Reopen. A popup will appear.

  5. Click on the top right-hand dropdown to update the goal's status:
    a. Complete: the goal is considered as completed at the time of closing
    b. Incomplete: the goal is considered as incomplete at the time of closing
    c. Other: a status other than complete or incomplete

  6. Update your key result according to the key result type:
    a. Percentage, Numeric, or Currency key results: enter the amount achieved in the field
    b. Complete/Incomplete: select Incomplete or Complete from the dropdown

  7. Provide more information regarding the update in the Check in note field. This will also be reflected in the goal's Activity log

  8. Press the Check in and close button

Need more help? If you're unsure about anything please send us a message through the chat icon below. You can also check the following articles that may help:

Did this answer your question?