Goals information can be accessed using the goals side panel when partaking in performance reviews to empower you and people in your organization to conduct holistic reviews. This allows people to assess themselves and others, depending on the permissions granted, more holistically by easily accessing the goals data right from the performance review.

Any changes to a goal during the performance cycle will be marked in the specific goal's activity log.

Note: Seeing goals data in performance reviews is optional. If you'd like to use this, ensure that your admin has enabled it when setting up the performance review cycle.

How to view and use goals information during a performance review

To view goals via the goals side panel in a performance review, follow these steps:

  1. Press Talent

  2. Click on My reviews

  3. Click on the View button at the right end of the performance review

  4. Click on View goals beside the employee avatar. The side panel with the goals information will appear to the right.

  5. To create a new goal, click on the New goal button at the top right of the side panel which will open a new tab to create a new personal goal

  6. To view a specific goal, click on the goal's title

    1. To make further changes to the goal click on the open in a new tab icon on the top right of the side panel

Note: When reviewing goals in performance review of cycles that have ended, the information will show a snapshot of the goals' status during the time of the review.

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