Can admin edit the goal plan summary after the review?

Created by Product Content Team, Modified on Fri, 18 Oct at 11:11 AM by Product Content Team


Yes. The admin can edit the goal plan summary after the review.


A goal plan summary shows an overview of goals, progress, and deadlines, offering a snapshot of the plan's status. 


The admin can easily make changes after reviewing the goal plan summary. 


To make changes to the goal plan, the admin must perform the following actions: 

  1. From the greytHR Admin Portal, navigate to Performance Management > Goal Plans. The Goal Plans page opens.

  2. Select the Draft tab. 

  3. Select the created goal plan card and click on the Settings icon. The selected goal plan opens.

  4. Select the required tab you want to edit and enter the details. 

  5. Click Next

  6. Click Summary. The summary of the goal plan opens. 

  7. Click Save. The Save Goal Plan pop-up opens.

  8. Click Confirm. A success message appears.



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Related Links:

Video- To watch the video on greytHR, click here.

FAQs- To read more FAQs about Goal Plans, click here.

Documentation- To read more about Goal Plansclick here.

Product Update- To read about the product update, click here.


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