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

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