Workleap Performance goals help you set, track, and align objectives across your organization. Goals are flexible and easy to update, allowing you to keep progress visible and teams focused.

Goals are the backbone of Workleap Performance. They power reviews, feedback, conversations, and AI insights.

Use goals to:

Create and structure goals at the personal, team, or organizational level, using your organization's framework (OKR, SMART, etc.).
Track progress with roll-ups, weights, and progress states (On Track, At Risk, or Off Track).
Add comments and review the full goal history.
Get started quickly with Workleap AI-powered goal suggestions.
Stay on track with weekly goal reminder notifications.
Gain visibility through progress and adoption reports that help Executives and Direct Managers measure alignment and gauge progress.

Create a goal

To create a goal:

Log in to Workleap Performance and go to Goals > My goals.
Select New goal, and choose one of the following:
- New from scratch: Start with an empty form and enter goal details manually.
- Suggest goals: Let Workleap AI generate suggestions based on your role, responsibilities, and existing goals.

Workleap AI insight: When you select New goal > Suggest goals, Workleap AI creates 3–6 personalized goals based on your role, past goals, and team context. Goal suggestions are specific, measurable, aligned to your responsibilities, and unique to your profile.

You can fully customize any suggested goal the same as you would when creating one from scratch.
- Update the language, measurements, timeline, and visibility before publishing.
Goals are generated in your Workleap application language by default.

Goal types

There are three types of goals:

Goal Type	Contributors Required	Typical Use Case
Personal	N/A	Individual development and performance
Team	At least one	Collaborative team objectives and projects
Organization	Optional	Company-wide strategic initiatives

Any active user can be assigned as a goal owner. The goal owner does not need to have a specific role.

If a goal owner is deactivated, the goal remains visible but must be reassigned or deleted. Only Executives can delete goals owned by other users.

Deleting a goal permanently removes all progress history, comments, and measurements. Deleting a parent goal does not delete its sub-goals but removes their parent alignment.

Set up a goal

Define your goal

Add the goal name, description, start date, and end date.
You can optionally align the goal to a parent goal.
- If aligned, you can choose whether the goal’s progress contributes to the parent goal's progress.

Note: Only public sub-goals can contribute to parent goal progress.

Choose who’s involved

Assign a goal owner.
Add contributors if it's a team or organizational goal.
Set the visibility level:
- Private: Visible only to the owner and contributors.
- Public: Visible to others in the organization.

Note: The goal owner's Direct Manager and Executives always have access, regardless of visibility settings.

Measure progress

Choose a tracking method:

Tracking Method	Description	Manual Override?
Basic (0–100%)	Manually set progress percentage.	N/A (always manual)
Multiple measurements	Track with quantifiable metrics (e.g., %, or KPIs).	Yes
Sub-goals (manual)	Manually roll up progress from sub-goals.	Yes
Sub-goals (automatic)	Automatically calculate progress from sub-goals.	No

You can:

Add one or more measurements using percent, numeric, currency, or yes/no.
Link to related projects (optional).
Use custom weights to prioritize key measurements or sub-goals.
- All weights must total 100%.
- If weights are missing, remaining values are averaged automatically.

Example: A measurement weighted at 60% has triple the impact of one weighted at 20%.

Publish a goal

Select Publish goal to launch the goal.

Update goal progress

To update a published goal:

Go to Goals > My goals.
Locate the goal and select Update.
Edit progress, update measurements, or change the goal’s status.
Optionally, add a comment for context.
Select Save progress.

Each update is saved in the goal's Progress history, which includes:

Timestamps
User who made the update
Any comments provided

Only goal owners and Executives can update progress.

Users can edit or delete their own progress updates.
Executives can edit or delete any progress update.

Close a goal

When a goal reaches 100%, or you consider it complete:

Open the goal from My goals or Explore goals.
Select Close goal from the goal’s details page or the three-dots menu.

Closed goals are still searchable and filterable in Explore goals.

Delete a goal

Goal owners can delete their own goals.
Executives can delete any goal.

To delete a goal:

Go to the goal’s details page or My goals or Explore goals.
Select the trashcan icon on the goal's details page or Delete in the three-dots menu.

Deleted goals and all related data (progress, measurements, comments) are permanently removed.