Editing or Updating your Goals and Objectives

When you log into your Employee Self Service (ESS) portal, any goals or objectives that have been set for you by your admin managers will be shown on your dashboard in the 'Your Goals' widget, or in your Goals module in the left-hand menu: Goals > My Goals.

To update these goals from your portal dashboard, you can simply click on the goal itself to open a pop-up window allowing you to modify the goal or objective value.  The type of pop-up window will vary depending on the type of goal or objective.

If you do not have the 'Your Goals' widget on your dashboard, you will need to go to your left-hand menu and select Goals > My Goals.

When updating a goal, you can specify a note relating to the update being made - this can simply be a description of what you did to progress the goal along to its completion.

In some cases, you may be able to change the Due Date of the goal or even the eventual Target figure for the goal.  This will depend on the permissions for the goal that the admin users have set for it.

Towards the bottom of the pop-up is a History button that you can click to see all the changes made to this goal over time (the History will include changes made by other parties who may have access to editing goals).

Undoing Goal Edits & Making Changes To A Goal

Please note that changes to Goals or Objectives cannot be deleted once made, although you can make another edit to reverse the last change you made.  For example, if you accidentally move a progress marker from 50% to 90% on a particular goal when it should have been moved to 75%, then you can make another change to move the progress marker back from 90% to 75% again.  All the relevant changes will be logged in the history for auditing purposes.

To learn how to create goals for yourself, you can reference our article Create your own Goal or Objective.