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. 

Do you prefer hands-on learning? Our interactive guides will show you different aspects of your BambooHR experience. We have an interactive guide specifically designed to show your employees how to view their goals in BambooHR. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain, and you can get started!

Track a goal progress

To track progress towards a goal, hover your mouse over the percentage tracker, and change the completed amount.

Add a comment to keep track of your progress, and your direct manager will get a notification.

Complete a goal

To complete a goal, move the tracker to 100%. It will automatically record the date of goal completion. Once you complete a goal, it will move to the completed status. You can view a history of completed goals by changing the status in the top right corner of the Performance tab. A current goal will stay in progress if the completion tracker hasn't hit 100%.

Note: The employee's direct manager will get a notification when the employee completes a goal. 

Close a goal

If the goal is not completed by the due date, you have the option to close the goal. This will make it so the goal no longer shows up with your In Progress goals, but you can still access it if needed.

Once you click Close Goal, a modal will pop up allowing you to enter an optional comment and confirm that you would like to close this goal.

You can view all closed goals by selecting the Closed status filter. From here you can delete or restore closed goals.

What's next?

Do you need to see the email notifications for goal tracking?

Do you know how to create a new goal?

Do you want an overview of Goals in BambooHR? Check out our video