How to Update, Close, and Delete Goals

Article author
Learning Center Mekari
  • Updated

In Talenta Performance, you can update, close, and delete goals that you have previously created. You can update your targets by accessing the Goals menu.

Follow these steps to update, close, and delete a target or goal:

A. How to Update Goal Progress

  1. On the Individual, Team, Organization, or Company Goal page, click "Actions", then select “Update progress” for the goal whose progress you want to update.

  2. Select the progress type.
    GOALUPA2.png

    - When updating Goals that have a parent, the update will affect the progress of the team goals.
    - There are two types of Goals: On track and Off track. On track means that the goal progress is still in line with the target, while Off track means that the goal progress is not in line with the target.
    - If, during goal creation, you select update value per event for the key result, the system will ignore the goal progress mechanism on the Goal because the goal progress will adjust to the progress of the updated key result.

  3. Enter the goals achieved here. You can enter notes and attachments if needed.
    GOALUPA3.png

    If the progress of a Key Result is updated, a Key Result with a different measurement unit from the goals will still affect the goals' progress just like one with the same measurement unit.
    a. Example 1
    The following is an update to Goals and Key Results with different measurement units, namely Goals in percentage and Key Results in Number, Percentage, and Rupiah.
    GOALUPA4.png
    b. Example 2
    The following is an update to Goals and Key Results with the same measurement unit, namely Goals in Rupiah and Key Results in Rupiah.
    GOALUPA6.png
    Click “Submit” and “Submit” on the pop-up that appears.
    UpdateG1.png

  4. The page above is the page displayed when updating Goals without an approval layer. If your Company has an approval policy in place, there will be an approval process that you can access on the Requested tab page. On that page, you can monitor the approval status of the goal update you have made.
    UPDG01.png

  5. Click "Actions", then select “View detail” to view the Goal details.

  6. The following is the Goal Details view.

  7. In the key result section, click the "three-dot" icon to edit (Edit) or delete (Delete) the key result.

B. How to Close a Goal

  1. Click “Actions” on the Goal name row that you want to close. Then, click Close goal.

  2. In the pop-up that appears, click “Yes, close goal”. The goal will then be successfully closed.

  3. You can also close a goal through the Goal Details page. Click “Actions”, then View detail.

     

  4. Click “Actions” and Close goals.

  5. In the pop-up that appears, click “Yes, close goal”. The goal will then be successfully closed.

C. How to Delete a Goal

  1. Click “Actions” on the Goal name row that you want to delete. Then, click Delete goal.

  2. In the pop-up that appears, click “Delete” to delete the goal, and the alignment of other aligned goals will be removed. The goal will then be permanently deleted.

  3. You can also delete a goal through the Goal Details page. Click “Actions”, then View detail.

  4. Click “Actions” and Delete goals.

  5. In the pop-up that appears, click “Delete” to delete the goal, and the alignment of other aligned goals will be removed. The goal will then be permanently deleted and cannot be restored.

That concludes the guide on how to update, close, and delete goals in Talenta Performance. Next, you can learn How to Bulk Update Goals, Edit Goals, and Close Goals here.