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Edit a target agreement

Open the detail view

First open the detail view of the target agreement you want to edit. You can reach the detail view, for example, from the target agreements overview or via the “Objectives” tab in the employee profile.

In the detail view you see three icons in the top right next to the title. Click the pencil icon to edit the target agreement.

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Detail view with the pencil icon for editing

Edit the form

Clicking the pencil icon opens the edit form. At the top you see a progress indicator with three steps. In edit mode you are on step 2 (“Setup objectives”).

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Edit form with progress indicator and header

The form contains these areas:

Recipient

The recipient of the target agreement is shown at the top of the form. This field cannot be changed. If you want to assign the target agreement to a different person, create a new target agreement instead.

Title and description

  • Title: the title of the target agreement. Only HR can edit this field.
  • Description: a free-text field with formatting options (bold, italics, headings, lists, and so on).

Intermediate goals

In the “Intermediate Goals” area you can edit the individual goals. Each intermediate goal has these fields:

  1. Title: the name of the goal.
  2. Description: a detailed description with formatting options (rich text editor).
  3. Due date: the date by which the goal should be reached.
  4. Weighting: a numeric factor that sets the importance of the goal. The percentage share of the overall goal is calculated automatically and shown next to the field.
  5. Quantified Target: if enabled for this goal, you can enter a start and target value (for example “0 to 80”).
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Intermediate goal in the edit form with all fields

You can reorder intermediate goals by dragging the handle on the left. Use the red minus button in the top right to remove a goal. Add new goals with the plus button between the existing ones.

Cascaded goals

If cascaded goals are linked to this target agreement, they appear below the intermediate goals. These goals come from a higher-level target agreement and cannot be edited here. You recognize cascaded goals by the source hint (for example “Company goals”) and the “Individual” badge.

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Cascaded goals and settings in the edit form

Settings

At the bottom of the form you find the “Settings” area:

  • Overall Goal to be Achieved By: the end date of the whole target agreement.

Advanced settings

Below the settings you find the “Show advanced settings” area. It is visible only to HR staff and holds template-management options (for example “Use as template” or “Enforce goals for all matching target agreements”).

Save your changes

Click “Save” at the bottom of the form to save your changes. “Cancel” discards them and returns you to the detail view.

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Save and Cancel buttons at the bottom of the form

After saving, you are taken back to the detail view. A confirmation in the top right shows that the save was successful.