How to assign goals as a part of a Perform Review?

Goals can be created and tracked independently, without being connected to a review, or they can be included directly within a review cycle.
To assign goals as part of a review, Goal Tracking must be enabled during the initial Cycle setup in Cycle settings.

When goals are included in a review, both the employee and the manager can contribute to goal progress and tracking throughout the review period.

Steps to assign goals within a review

1. Open the Cycles tab in the Perform app.
2. Select the Cycle name, then choose the appropriate Review Period.
   Note: Goal Tracking must already be enabled for that specific Cycle
   
3. Open the Review associated with the employee to whom the goal will be assigned.
4. Navigate to the Goal Tracking tab.
5. Choose one of the following options:
   
   • + New Goal — create and assign a brand-new goal.

1. • + Existing Goal — link a previously created goal to the review.
     
     

Assigning an existing goal

1. Click + Existing Goal.
2. Select the goals you want to track within the cycle.
3. Click Save to attach them to the review.
   
   

Creating a new goal

If you select + New Goal, follow the same process used when creating a goal outside of a review, described here.

Here is a demonstration of the process described above:

Updating goal progress

After a goal is added to the review, employees can update their progress in two ways (more here):

• Through the Goals Dashboard
  
• By opening the specific review from the Reviews tab and updating progress within the Goal Tracking section
  
  

This ensures continuous visibility and collaboration between employees and managers during the review cycle.