Update goal progress with check-ins

A check-in is a quick progress update on a goal: the new value, how it is going and a short note. Regular check-ins keep your manager and HR up to date and feed straight into your performance review.

Before you start

• You can check in on individual goals that belong to you. Managers can also check in on their direct reports' goals.
• Company and department goals are updated by HR from the admin portal.
• Cancelled goals cannot be updated.

See your goals

1. In the employee portal, go to Me → Goals ( open Goals).
2. The My goals tab lists your goals with their progress bar and status. Use the period filter to switch between quarters.
3. Open Company goals to see the company and department objectives you can align your own goals to.

Post a check-in

1. On the goal, click Check in (or open the goal and click Check in at the top).
2. Enter the Current value. For a "Done / Not done" goal, answer Is it done? instead.
3. Choose How is it going? — for example On track, At risk or Behind.
4. Add a Note about what moved and any blockers.
5. Click Save check-in.

Goal statuses

Create your own goal

1. On the My goals tab, click New goal.
2. Fill in the title, how progress is measured, the target and dates. Optionally align it to a company or department goal.
3. Click Create goal.

You can edit or delete only goals you created yourself. Goals set by HR can be updated with check-ins but not edited.

For admins

HR can post check-ins on any goal from Performance → Goals & OKRs using the Check in button on the list or details page. Each goal's details page shows the full check-in history, including who posted it.