When Can You Update Goals During a Review or Check-in?

Goal progress in a review is now snap-shotted when either the employee or manager submits that review, providing more accuracy within the context of a goal's lifetime. Below are three scenarios of how this can or can not work. 

• Before Employee AND manager submits the review
  
  - New Goals can be added and pulled into the review form after the cycle has been launched 
  
  
• Once Employee submits the review
  
  - New Goals cannot be added and pulled into the review form
  - Employees can make changes to existing Goals that are already in the review form and will be reflected in the review form before the manager submits their review. 
  - Employees can edit the following to existing Goals that are already in the review form:
  • Change Goal title
  • Adding OKRs
  • Changing progress of metrics
  • Changing Status
  • Adding comments 
    
    
• Once Manager submits the review on direct report
  Once a manager submits their reviews all existing Goals & OKRs remain snap-shotted in the review cycle as of that moment. 
  
  - New goals cannot be added and pulled into the review form
  - No updates can be made to existing goals that are in the review form. This applies to:
  • Change Goal title
  • Adding OKRs
  • Changing progress of metrics
  • Changing Status
  • Adding comments