> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# HR Goals

> Track and manage employee performance goals — view all goals, add new goals, edit existing goals, update progress, and view individual goal details.

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

## 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`.

## Who it's for

Access follows your organization's role and module configuration.

## Before you start

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

## 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.

## 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).

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>