Manage goal plans in greytHR
Updated in November - 2025 | Subscribe to watch greytHR how-to video
After the creation and activation 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:
From the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Under the Active tab, select the required goal plan card and expand it.
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.
Under the History tab, select the canceled goal plan card which you want to delete and expand it.
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.
To clone the goal plan:
From the Goal Plans page, under the Active tab, select the goal plan card you want to clone.
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.
Notify employees and managers to assign goals
You can notify the employees and managers to assign goals through email.
To send a notification:
From the Goal Plans page, under the Active tab, select the required goal plan card and click View Details.
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.
Create new goals and edit assigned goals
As an admin, you can assign goals to specific employees.
To assign goals:
From the Goal Plans page, select the required goal plan card and click View Details.
Scroll down to select the employee and click the ↗ icon.
Click Add Goal and then use the + Add option to pick a goal group created using the Goals Library. 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.
Click Assign
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.
To do this:
From the Goal Plans page, under the Active tab, select the required goal plan card and click View Details.
Scroll down to the Employee Goals section. This section allows you to:
Auto resize columns: Hover over the columns and use ↔ to auto-resize the columns as per your requirements.
Group columns: You can group the required columns by performing the following actions:
Click the Columns option on the right side of the table. A list of all the columns appears.
Select the required checkboxes to add/remove the columns from the table.
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.
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.
Add filters: You can add numeric filters by clicking the Hamburger (≡) icon available on each column.
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.
To download the goals report, from the greytHR Admin portal, hover over the 9 dots and select Reports > Reports Gallery.
In the search box enter Goals Report.
Select the Performance Period. All the cycles created in that particular period will be listed down. Select the required goal plans.
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.).
Goals Evaluation Report
The Goals Evaluation Report focuses solely on employee goal assessments within a review cycle. This report is separate from the standard Reviews Report because employees may have different goals, and including them in the main report can make it too large and complex.
To generate the goals evaluation report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports Gallery.
Search for Goals Evaluation Report.
Select the required Performance Period and Review Cycle.
Choose All Employees or Selected Employees as required.
Click Generate to view goal-level ratings and comments for each employee.
Key Highlights:
Shows employee details, performance period, review cycle, and goal plan name.
Displays each goal’s progress percentage, milestone completion, and ratings.
Includes ratings and comments from Self Assessor, Manager, and other assessors.
Shows aggregate rating for each goal category and the final goal score.
Each goal is listed individually, with comments and ratings for better clarity.
To get a complete view of employee performance, use this report along with the Reviews Report.
Frequently Asked Questions:
What does managing a goal plan mean in greytHR?
Managing a goal plan means performing actions such as pausing, resuming, canceling, cloning, editing, assigning goals, sending reminders, and tracking employee progress within an active performance period.
How can an admin pause a goal plan?
To pause a goal plan from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Under the Active tab, select and expand the required goal plan card.
Click View Details.
Click Pause Plan and then click Confirm.
The goal plan will be paused immediately.
Can the admins pause or resume an active goal plan?
Yes. The admins can pause or resume a goal plan anytime from the View Details page of the selected plan. Pausing temporarily stops further actions, whereas resuming brings the plan back into active use.
How can an admin cancel a goal plan?
To cancel a goal plan from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Open Performance Management > Goal Plans > Active tab.
Select the plan and click View Details.
Click Cancel Plan.
Confirm the cancellation.
What happens when the admins cancel a goal plan?
When the admins cancels a goal plan, it moves to the History tab.
Employees can no longer make updates in that plan. Admins can also delete it permanently if not required.
Can admins delete a canceled goal plan? How?
Yes. Admins can delete a canceled goal plan. To delete from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Go to the History tab in the Goal Plans page.
Expand the canceled goal plan card.
Click Delete and confirm.
Alternate method:
Open the plan → click View Details → click Delete Plan.
Can the admins delete an active goal plan?
No. To delete an active plan, the admins must first pause it, then cancel it. Once canceled, it cannot be deleted from the History tab.
What is cloning and how can an admin clone a goal plan?
Cloning creates an exact copy of an existing goal plan.
To clone a goal plan from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Go to Goal Plans > Active tab.
Select the plan you want to clone.
Click Clone.
Follow the same steps as creating a new goal plan.
Choose a new Performance Period (cannot reuse the old one).
When should the admins use the “Notify” option?
Use the Notify option to remind:
Employees who have not started working on goals.
Managers who need to assign or approve goal entries.
The admins can notify all employees at once or only selected individuals.
How can an admin create new goals for employees?
To assign or create goals from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Goal Plans.
Open the required goal plan and click View Details.
Scroll down to the employee list.
Click the ↗ icon next to the employee.
Click Add Goal.
Use + Add to choose a goal group from the Goals Library.
Double-click to select: Category → Goals → Milestones → Weightage.
If no suitable goal exists:
Click + Create Blank Goal and create a new goal manually.
Click Assign, add remarks, and click Confirm.
Can the admins view employee progress within a goal plan?
Yes. Employee progress is shown under Not Started, In Progress, and Completed columns. The admins can use this view to monitor overall status at a glance.
How do the admins assign new goals to employees?
The admins can assign goals by opening the goal plan, selecting an employee, and choosing goals from the Goals Library.
If suitable goals are not available, then the admins can create new goals using Create Blank Goal.
Can the admins edit goals assigned to employees?
Yes. The admins can modify, add, or delete goals assigned to employees.
Admins can also approve goals if the manager is unavailable.
What options are available under Manage Employee Goals?
The admins can:
Resize columns
Add or remove columns
Group data
Enable pivot mode
Apply filters
These tools help you view and analyze employee goal data more effectively.
What is the Goals Report used for?
The Goals Report gives a comprehensive summary of all the goal plans created in a performance period. It includes goal counts, employee details, assigned plan details, and progress status.
Can the admins download the Goals Report for selected employees?
Yes. The admins can generate the report for all employees or only selected employees based on the requirement.
From the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports Gallery.
Search for Goals Report.
Select the Performance Period.
Choose the required goal plans.
Choose All Employees or Selected Employees.
Click Generate.
What is the difference between the Goals Report and the Goals Evaluation Report?
Goals Report: Shows progress and status of assigned goals.
Goals Evaluation Report: Shows detailed assessment and ratings of goals during the review cycle.
Both reports serve different purposes and complement each other.
What details are included in the Goals Evaluation Report?
It includes:
Performance period and review cycle
Goal-level progress, milestones, and completion percentage
Ratings and comments from employee, manager, and assessors
Category scores and final goal score
Can the admins see who is currently responsible for approving a goal?
Yes. The Goals Report includes the Pending With column that shows the name of the current approver. If no manager exists or the manager has exited, it will show the relevant message.
Where can the admins view all actions taken on a goal plan?
The Admins can view the complete action history by clicking the Activity Log button on the right side of the goal plan’s page.
Other related links:
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