On Talenta Performance, you can update, close and delete goals that you have created before. You can update your targets by going to the Goals Menu.
Follow these steps to update, close, and delete targets or goals:
A. How to Update Goal Progress
- On the Individual, Team, Organization, or Company Goal page, click "Update progress" on the goal whose progress goals you want to update.
- Select the progress type.
- When updating Goals that have a parent, the update will affect the progress of the team goals.
- There are two types of Goals, namely On track and Off track. On track is progress goals that are still on target and Off track is progress goals that are not on target.
- If when setting a goal you select an update value per event on the key result, then the system will ignore the goal progress mechanism on the Goal because the goal progress will adjust the progress of the updated key result. - Fill in the goals you achieved here. You can fill in notes and attachments, if necessary.
If the progress on the Key Result is updated, the Key Result with a different measurement unit from the goal will still affect the progress of the goal as well as the same measurement unit.
a. Example 1.
The following is an update of Goals and Key Results in different measurement units, namely Goals in percent and Key Results in Number, Percentage, and Rupiah.
If you click "Submit", the goals will be updated like this.
b. Example 2
The following updates the Goals and Key Results with the same unit of measurement, namely Goals with rupiah and Key Results with rupiah.
Click “Submit” and “Submit” on the pop-up that appears.
Hence, the goals will be updated like this. - The page above is the page that is displayed if Update Goals are without an approval layer. If there is an approval policy that applies to your company, then there is an approval process that you can access on the Requested tab page. On this page, you can monitor the approval status for the goal updates that you have created.
- Click “View details” to see Goals details.
- The following is a display of detailed goals.
- In the key result section, click the "pencil" icon to edit or click the "trash can" icon to delete the key result.
B. How to Close Goal
- Click the "Three dots" icon on the Goal name row that you want to Close. Then, click Close goal.
- In the pop-up that appears, click "Yes, close goal". Hence, the goal was successfully closed.
- You can also close goals via the Goals details page. Click the “three dots” icon, then View details.
- Click “Actions” and Close goals.
- In the pop-up that appears, click "Yes, close goal". Hence, the goal was successfully closed.
C. How to Delete Goals
- Click the “Three dots” icon on the Goal name row you want to delete. Then, click Delete goal.
- In the pop-up that appears, click "Delete" to delete the goal and the alignment of the other goals will be removed. Therefore, the goal has been permanently deleted.
- You can also delete goals via the Goals details page. Click the "Three dots" icon, then View details.
- Click “Actions” and Delete goals.
- In the pop-up that appears, click "Delete" to delete the goal and the alignment of the other goals will be removed. Therefore, the goal has been permanently deleted and cannot be restored.
This is a guide on how to update, close, and delete goals on Talenta Performance. Furthermore, you can learn How to Bulk Update Goals, Edit Goals, and Close Goals here.