How to check in with Goal progress?

Based on your access level, you can view all active Goals and Subgoals assigned to you, as well as those assigned to your colleagues if your permissions allow.

Steps to Check In with Goal Progress

• Open the Perform app and go to the Goals tab.

• Locate the Goal or Subgoal you want to update and click on its name to open the details.

• In the flyout window that appears, click the Check-in button located in the top right corner.

• You will be prompted to enter your progress as a percentage. You can either:

• Type the percentage manually into the input field, or

• Use the slide bar to adjust the progress visually.
  
  
• Once you have entered the correct progress value, click Save to record your update.

You can view the process in the demo video below: 

If the Goal is part of a Performance review, you can also access it by: 

• Go to the Reviews tab in the Perform app.

• Locate the Performance Review that includes the Goal you want to update.

• Click the Goal Tracking tab within the review.

• Find the Goal you want to update and click the arrow icon next to it.

• Click the Check-in button in the top right corner and enter your progress as a percentage, either manually or with the slide bar.
  
• Click Save to apply your changes

Important Notes

• Goals and Subgoals cannot be updated through the Tasks section. You must use the Goals tab or the Goal Tracking tab in Reviews.

• Regular check-ins help keep your progress accurate and up to date for performance tracking and reporting.