Goals, Assessments, and Feedback in the Mobile App
Can I create and manage goals, assessments, and feedback in the mobile app?
Purpose: This help guide will help you effectively manage your goals, assessments, and feedback using the mobile app, enhancing your performance and productivity. This guide helps you navigate common challenges in goal setting and feedback management, ensuring you stay on top of your professional development.
Goals
You can find goals in the mobile app by tapping My Info and then tapping Performance. Here, you will see a list of all of your goals that are in progress. If you would like to see a list of completed and closed goals, tap the filter icon (see below).
Tap +New Goal in the top right to create a new goal. From here, you can add the goal name, description, due date, milestones, and who to share it with. To add a milestone, click +Add Milestone at the bottom of the goal creation screen (see below).
Tapping on a specific goal will show you the goal details. You can use the slider to update goal progress, add a comment, or edit the goal. For goals with milestones, you will need to adjust the slider by checking or unchecking individual milestones.
The edit option (pencil icon) will allow you to edit the goal name, description, due date, and with who it is shared. Also, you can use the Edit option to delete the goal. If the goal aligns with another goal, that information will be reflected on the Goal Details screen.
Additionally, tap Shared with if you would like to share the goal with additional users.
If the goal is not completed by the due date, you have the option to close the goal. Select your goal and then click on the edit option. On the Edit Goal page, swipe to the bottom and tap Close Goal. From here, confirm you would like to close this goal and add a comment (if applicable).
If you need to locate your closed goals, tap the filter button and select Closed.
If you need to reopen a goal, locate your closed goals, select the specific goal, and click Reopen Goal. Confirm you would like to reopen the goal, and once reopened, it will show in your In Progress list.
Assessments
As an employee, click into the assessment box to open and complete your assessment.
Follow the sequence of questions to answer your employee assessment. Unlike assessments on the web, a user must go through each question in order. It is not possible to skip ahead until the current answer is submitted.
Attach a file (if applicable), or skip ahead to review your assessment before submitting it.
Click Yes, Submit Assessment to submit your completed assessment.
You can find assessments in the mobile app by tapping My Info and then tapping Performance. Here, you will see a list of all of your assessments that are in progress.
Follow the sequence of questions to answer the assessment questions.
Similar to the web version, a manager will be prompted to complete their manager assessments from the employees' Performance > Assessment tab.
Attach a file or photo (if applicable), or skip ahead to review your assessment before submitting it.
Just like on the web version, you can set a date (current or future) for publishing the manager assessment. Click Yes, Submit Assessment to submit your completed assessment for your employee.
Feedback
Employees can respond to feedback requests (peer feedback), and managers can review past feedback submissions on the BambooHR mobile app.
As an employee, if you have a pending peer feedback request, you will see a feedback card on Home.
You will also receive an inbox notification to fill out a peer feedback form (similar to the web version).
When you are done adding your feedback, you can automatically submit it by clicking Send Feedback, or you can click Finish Later to save your progress to complete it later.
As a manager, you can view peer feedback regarding your direct reports from their employee profiles.
You can also cancel a peer feedback request by clicking Yes, Cancel Request.
The mobile app does not allow managers to request feedback for an employee. They will still need to do that on the web version.




