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The Goals page (/hr/performance/goals) lists all performance goals in the organization with options to add goals, edit existing ones, and update progress.

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Overview

The page shows the PerformanceGoalTable component which renders a filterable list of goals with employee name, title, due date, status, and progress. An Add Goal button opens the PerformanceGoalFormDialog for creating a new goal. Row-level Edit actions re-open the form pre-populated. An Update Progress action opens the PerformanceGoalProgressDialog. Clicking a goal row navigates to /hr/performance/goals/:id.

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • Employee records must exist in the organization to assign goals.

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Steps

  1. Navigate to HR → Performance → Goals or go to /hr/performance/goals.
  2. Review existing goals and their statuses.
  3. Click Add Goal to create a new performance goal.
  4. Use the Edit action on a row to modify a goal.
  5. Use the Update Progress action to record progress against a goal.
  6. Click a goal row to view the full goal detail.

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Viewing a goal

The Goal Details page (/hr/performance/goals/:id) displays a single performance goal record with status, due date, progress percentage, and actions to edit, update progress, or delete the goal. The page uses usePerformanceGoalDetail to load the goal by :id and sets a breadcrumb to the goal title. A header shows the goal title, status badge, and due-date badge (shown in destructive color if the date is in the past). Action buttons include Edit (opens PerformanceGoalFormDialog pre-populated), Update Progress (opens PerformanceGoalProgressDialog), and Delete (opens a confirmation AlertDialog). A progress card shows the percentage via a Progress bar. Deleting navigates back to /hr/performance/goals. Before you start: a performance goal record must exist for the specified :id. You must be authorized to view or edit the goal (permission boundary not explicit in route — SME: confirm).
  1. Navigate to HR → Performance → Goals and click a goal row, or go to /hr/performance/goals/:id.
  2. Review goal status, due date, and progress percentage.
  3. Click Edit to update goal details.
  4. Click Update Progress to record a progress update.
  5. Click Delete and confirm to remove the goal (irreversible — SME: confirm).

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/performance-routes.tsx
  • src/cores/hr/pages/performance/PerformanceGoalListPage.tsx
  • src/cores/hr/pages/performance/PerformanceGoalDetailPage.tsx
  • src/cores/hr/components/performance/PerformanceGoalTable.tsx
  • src/cores/hr/hooks/performance/usePerformanceGoalDetail.ts