Make changes to an existing goal

Goal setting is a fluid process, and things can change along the way. Whether the timeline of your goal has changed or you want to shoot for an even more ambitious objective, editing goals after they’ve been created is always an option.

To make changes to an existing goal:

1. Navigate to Performance, then click Goals.

2. Click on a goal to open it. For instructions on how to navigate the Goals page, check out our article on Understanding the Goals page.

Edit a goal

You can edit any active or closed goals that you’ve created or that are available to you. When editing goals, you can change every field except the Metric type and the Start value.

1. Click the three dots in the upper right corner of the screen, then click Edit.

2. Make any necessary changes to the goal.

3. Once you’re done, click Save.

Archive a goal

Archived goals are hidden from view unless you’re in the Archived goals tab. Goals should be archived when they’re no longer useful for anyone to see. For example, you might archive last year’s resolved support ticket goal to avoid confusion with the current year’s goal.

1. Click the three dots in the upper right corner of the screen, then click Archive.

You’ll be taken back to the Goals page. To view your archived goal, navigate to the Archived goals tab.

Archived goals won’t show up in review cycles. For more on goals and review cycles, check out our article on How to complete a self review.

Delete a goal

Once a goal is deleted, it can’t be recovered. We recommend only deleting goals created by mistake; old goals that are no longer relevant should be archived.

1. Click the three dots in the upper right corner of the screen, then click Delete.

2. After confirming that you want to delete the goal, click Delete goal.

• Related Articles

• Create a goal

  One of the key responsibilities of a manager is to bring out the best in the employees they work with, and goal setting is an ideal way to do that. By creating goals for your employees, you can help them build successful habits while fostering a ...

• Goal setting overview

  Types of goals Goals exist at every scale in most organizations, from company-wide strategic plans to an individual employee’s objectives. We’ve broken goals down into these categories: Organizational, Departmental, Team, and Individual. ...

• Update a goal's progress

  Just as important as setting goals is updating your progress along the way. Progress updates help keep your goals front-of-mind while giving you a way to showcase your performance or ask for help if progress is blocked. To update a goal’s progress: ...

• Share feedback with a reviewee

  1. In People Management, navigate to Performance by clicking the icon in the left-hand navigation bar. 2. You’ll be taken to the Reviews page. Here, you’ll see all the review cycles you're participating in and any review cycles you’ve participated in ...

• Create a review template

  Templates make it easy to keep performance reviews consistent and make setting up a review cycle easy. You can create custom templates for your review cycles, or use the ones created by Rise People. Templates can be reused in your next performance ...