Goal - Manage Success Descriptors

Success descriptors allow you to define how you deem success in relation to the goal.

To create a goal, go to Performance > Goals. Then click the Create button.

To edit a goal, go to Performance > Goals. Click the Actions menu icon to the right of the appropriate goal and select Edit.

To set success descriptors for a goal, when creating or editing a goal, click the Manage button in the Success Descriptors section. The Define Success Descriptors pop-up appears. If the administrator has entered default success descriptors, they are displayed. Note: The Success Descriptors label can be customized by the administrator, so the section name may appear differently in your portal.

The success descriptor titles cannot be edited, as they are intended to be consistent for all users.

To edit the success descriptor, enter a description of the level of success that corresponds to the success level. If the administrator has provided a default description, this appears in the Description field, but can be edited. The description that you enter should represent your interpretation of what success means to you for each success level. For example, if the goal success title is Exceeds Expectations, then enter what you feel that success level represents. This field accepts HTML, and the character limit is 1,000. After the goal is approved, these descriptions are only editable if enabled by the administrator. Note: Only HTML from the HTML Safe List can be used. See HTML Safe List.

If Success Descriptors are required by the administrator, you must enter a description for each goal success title.

Note: Depending on the system configuration, users may not be able to edit success descriptors after the goal is approved.


Click Save to save the goal's success descriptors and close the pop-up.

Click Cancel to discard any unsaved changes and close the pop-up.