# \#Performance Management-Manage Goals

**URL:** https://community.greythr.com/t/performance-management-manage-goals/20974
**Category:** General Discussions
**Tags:** hr
**Created:** [October 30, 2025, 5:25am UTC](https://community.greythr.com/t/performance-management-manage-goals/20974 "2025-10-30T05:25:07Z")
**Posts on this page:** 1
**Page:** 1

<div class="post-metadata">

### Author: ![ArvindHaibatpure1991](https://avatars.discourse-cdn.com/v4/letter/a/cc9497/32.png) [@ArvindHaibatpure1991](https://community.greythr.com/u/ArvindHaibatpure1991)
#### Post date: [October 30, 2025, 5:25am UTC](https://community.greythr.com/t/performance-management-manage-goals/20974/1 "2025-10-30T05:25:07Z")

</div>

# Manage goal plans in greytHR

[](https://www.youtube.com/@GreytipIn?sub_confirmation=1&utm_source=Wistia&utm_medium=Website&utm_campaign=231117_subscribe)[Subscribe to watch greytHR how-to video](https://www.youtube.com/@GreytipIn/?utm_source=Youtube&utm_medium=Social_Media&utm_campaign=2024_ytpromo)

After the [creation and activation](https://admin-help.greythr.com/admin/answers/148362029) of goal plans, there are certain key tasks involved in managing them.

Here are the jobs that can be done to manage the goal plans:

- Pause/Resume/Cancel goal plans.
- Delete canceled goal plans.
- Clone the goal plan.
- Notify employees and managers to assign goals.
- Create new goals and edit the assigned goals.
- Manage employee goals.
- Download goals report

# Pause/Resume/Cancel goal plans

To pause/resume/cancel a goal plan:

![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/a/addab6dd71a3ad0338ff6f71a70bd80eff3d14c7.gif)

1. From the greytHR **Admin** portal, hover over the 9 dots and select **Performance Management** \> **Goal Plans**.
2. Under the **Active** tab, select the required goal plan card and expand it.
3. Click **View Details** to **Pause Plan** / **Resume Plan** / **Cancel**  **Plan** and then click **Confirm**.

# Delete canceled goal plans

Once you cancel a goal plan, greytHR lets you delete it from the **Goal Plans** page, keeping your system organized by removing unnecessary records.

1. Under the **History** tab, select the canceled goal plan card which you want to delete and expand it.
2. Click **Delete** and **Confirm** it.

- You can also select the canceled goal plan \> **View Details** \> **Delete Plan**.

**Note** : To delete an active goal plan, you must first pause and cancel it.

# Clone the goal plan

You can clone a goal plan to create an exact copy of an existing cycle. This is helpful if you want to duplicate configurations, data, or systems. Cloning saves time and ensures consistency.

[image]

 ![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/b/b976227921f314b41862b5bd69fd4ce13d94c4e1.jpeg)

To clone the goal plan:

1. From the Goal Plans page, under the **Active** tab, select the goal plan card you want to clone.
2. Click **Clone**.

**Note** : Follow the same steps as creating a new goal plan. While cloning, you need to select a new Performance Period, as the original period will not be copied automatically. You must set a different period.

💡Clone existing goal plans to reuse configurations and save time.

# Notify employees and managers to assign goals

You can notify the employees and managers to assign goals through email.

[image]

 ![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/7/7fa05d788ff068216f609de1110bf9892f39b0bc.jpeg)

To send a notification:

1. From the Goal Plans page, under the **Active** tab, select the required goal plan card and click **View Details**.
2. Click **Notify** and then **Confirm**.

**Note** :

- Notify the employees who have not started working on goals by clicking the **Notify** button under the **Not Started** card.
- Notify specific employees to assign goals by scrolling down, selecting the required employees, and clicking the **Notify** button.
- View the employees’ goal plan status under the **Not Started** , **In Progress** , and **Completed** cards.
- Check all the activities made to the goal plan by clicking the **Activity Log** button in the extreme right corner of the page.

💡Use the Not Started, In Progress, and Completed columns to quickly track employees’ goal statuses at a glance.

# Create new goals and edit assigned goals

As an admin, you can assign goals to specific employees.

![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/c/c7459e1c65843420bc19d2c8f13c55e560bcf474.gif)

To assign goals:

1. From the Goal Plans page, select the required goal plan card and click **View Details**.
2. Scroll down to select the employee and click the **↗** icon.
3. Click **Add Goal** and then use the **+**  **Add** option to pick a goal group created using the [**Goals Library**](https://admin-help.greythr.com/admin/answers/aja-R3NKQgWV6BEL3PlfcA). Double-click to select a category, goals, milestones, and add weightage.

- If the relevant goal group is not available, click **+ Create Blank Goal** to create new goals.

1. Click **Assign**
2. Enter the remarks and click **Confirm**.

Here are a few key points to consider while assigning goals:

- You can further edit the assigned employee goals by performing similar actions.
- You can also approve the goals if the manager is away or unavailable.

# Manage employee goals

After creating the goal plan, you can manage the controls of the goal plan. This helps you monitor progress, stay organized, and make adjustments as needed throughout the performance period.

![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/5/573fbb8058dbf81d082edc81de610d4eba1c70bd.gif)

To do this:

1. From the Goal Plans page, under the **Active** tab, select the required goal plan card and click **View Details**.
2. Scroll down to the **Employee Goals** section. This section allows you to:
3. **Auto resize columns** : Hover over the columns and use ↔ to auto-resize the columns as per your requirements.
4. **Group columns** : You can group the required columns by performing the following actions:  
1. Click the **Columns** option on the right side of the table. A list of all the columns appears.  
2. Select the required checkboxes to add/remove the columns from the table.  
3. Click the **Bento** ( **⁝⁝⁝** ) icon available next to each column name to drag and drop the selected columns. The selected columns are grouped accordingly in the grid.
5. **Pivot mode** : Click the **Columns** option on the right side of the table and enable the **Pivot Mode** to view the grouped columns in the pivot mode.
6. **Add filters** : You can add numeric filters by clicking the Hamburger ( **≡** ) icon available on each column.

💡Use pivot mode, grouping options, and filters to view and organize data from different perspectives and gain better insights.

# Download Goals Report

The Goals Report provides a detailed view of all goal plans, including goal counts at different stages and relevant employee information for a selected performance period.

[image]

 ![](https://us1.discourse-cdn.com/flex024/uploads/greytip1/original/2X/b/b0ed24380995d1a9cf4298534124920bab5b94aa.jpeg)

To download the goals report, from the greytHR **Admin** portal, hover over the 9 dots and select **Reports** \> **Reports Gallery.**

1. In the search box enter **Goals Report**.
2. Select the **Performance Period**. All the cycles created in that particular period will be listed down. Select the required goal plans.
3. Select **All Employees** or **Selected Employees** as per your requirement and click **Generate**.

The report includes details such as the **Employee ID** , **Employee Name** , and **Reporting Manager Name**.

It also captures the **Goal Plan Type** and specific **Goal Plan** assigned, along with the **Performance Period** (start and end dates) and its **Duration**.

Progress is tracked through counts for **No. of Goals Assigned** , **No. of Goals Not Started** , **No. of Goals in Progress** , and **No. of Goals Completed**.

Additionally, it shows goals **Pending for Approval** (awaiting manager or reviewer action) and **Pending With** (shows the current approver. If no manager is assigned, displays “Manager not available.” If the manager has exited, the old manager’s name appears until updated.).