How to Update the Progress of an Employee’s Objective
In this lesson, we will look at how you can update the progress of an employee’s personal objective. Whilst the employee may have the ability to update the progress of this objective, you as the Reviewer may need to adjust this progress for a variety of different reasons.
This lesson will cover how the objective’s progress can be updated in the Manager Objective screen, but also how the progress can be updated as part of a review in StaffCircle. Not every review in the platform will allow you to review the employee’s objectives, however if this has been enabled this lesson will provide guidance on those that have been configured this way.
This lesson applies to both personal SMART objectives and the key results associated with a personal OKR.
Update an Objective in the Manage Screen
Step One
Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon. Opening this page will display all your open personal objectives.
If you are using our New Menu Feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
Manage ➡️Objectives
Select the Objectives title and proceed with step three.
Step Two
Select the MANAGE button in the top right-hand corner of your screen to access the Manager functions of the objective area.
Remember that MYSELF mode will display all of your own objectives, whereas MANAGE mode will allow you to manage objectives on behalf of other employees (including the employees that you manage) and perform actions for objectives where you are the Reviewer.
Step Three
The Objective Manager page will display a list of open objectives. To find a specific objective or type of objectives you may wish to utilise the filters bar or interactive buttons at the top of the page.
Click on the Title of the objective to open the Objective details page.
Which objectives you are able to see in the list will depend on how your platform has been configured, and which permissions are associated with your account. For example, you may be able to view all of your objectives assigned to employees within your downline, or this may be restricted to your direct reports.
Step Four
Personal SMART Objectives: Click on the ‘Manage’ button to open up the ‘Manage Objective’ pull-out drawer.
Personal OKR’s: Scroll to the ‘Key Results’ section of the page and click on the title of the individual key result – this will populate the key result and progress bar to the right-side of the page. Select the ‘Manage’ button within the ‘Key Result Overview’ section.
Step Five
Navigate to the ‘Progress’ section of the pull-out drawer and drag the slider (or enter a number in the field). This will update the progress bar at the top of the page.
If the objective is measured with a yes/no value, click the tick-box to indicate whether the objective has been completed or not.
Updating the slider/field alone will not save this progress! Continue to follow the below steps to save this progress against the objective.
Step Six
As an optional step, you can indicate whether the objective is ‘On Track’, ‘Off Track’, or ‘At Risk’ of completion – this tag will be associated with your progress update.
Step Seven
Write a comment in the ‘progress updates’ field and click the paper airplane icon to submit the progress update. The progress update will contain the progress change (numerical, percentage etc.), along with the on track/off track/at risk indicator (if applicable), and the associated comment.
Once the progress of the objective has been updated, the Reviewee will receive the associated notifications.
Step Eight
Close the pull-out drawer. The progress bar on the Objective Details page associated will now reflect the latest progress update.
Update an Objective as part of a Review
If you are the Reviewer, you may see a section titled OBJECTIVES when you are completing your feedback questions as part of an employee’s review. Here you are able to update the progress of the Reviewee’s objectives.
This tab will display a list of all the Reviewee’s open objectives.
Step One
Click on the chevron associated with the objective, this will open up the area where you are able to make your progress update.
Step Two
Navigate to the ‘Progress’ section of the pull-out drawer and drag the slider (or enter a number in the field). This will update the progress bar above.
If the objective is measured with a yes/no value, click the tick-box to indicate whether the objective has been completed or not.
Step Three
As an optional step, you can indicate whether the objective is ‘On Track’, ‘Off Track’, or ‘At Risk’ of completion – this tag will be associated with your progress update.
Step Four
Write a comment in the ‘progress updates’ field and click the paper airplane icon to submit the progress update. The progress update will contain the progress change (numerical, percentage etc.), along with the on track/off track/at risk indicator (if applicable), and the associated comment.
Step Five
Repeat the steps above to update the progress of any more of the Reviewee’s open objectives, then continue to the next section of the review.