Track Goal Progress
How do I track my goal progress?
Purpose: Staying updated on your goals and updating goals regularly is an important part of the goal tracking process. This guide will show you how to track your goal progress.
Table of Contents
Track your goal progress
Do you need to track your goal progress on the BambooHR mobile app? Click here to learn how.
To track your progress toward meeting a goal, hover your cursor over a goal card and click on the double arrow icon to expand the card. You can use the progress tracker to adjust the percentage of goal completion. Add a comment to keep track of your progress.
If you have added milestones to a goal, you can adjust the percentage of completion by checking or unchecking individual milestones.
Complete a goal
To complete a goal without milestones, move the tracker to 100%.
If the goal has milestones, mark all milestones as complete.
The system will automatically record the goal completion date. You can view all completed goals by selecting Completed from the Status dropdown menu. A goal will stay in progress if the progress tracker is not at 100%.
The employee's direct manager will get a notification when the employee completes a goal.
Close a goal
If you have not completed the goal by the due date, you have the option to close the goal. This will make it so the goal no longer appears with your in progress goals.
Once you click Close Goal, you can enter an optional comment and confirm that you would like to close this goal. To view all closed goals, select Closed from the Status dropdown menu.
If you would like to reopen or delete a closed goal, click on the three-dot icon and select Reopen or Delete.