Customers on the Plus or Premium plan can use Gusto's goal tracking feature—if you do not have access to it, you can upgrade your plan at any time.
With goal tracking, your team can create goals and provide regular progress updates in Gusto—you'll be able to view real-time insights about each goal.
Create a goal for yourself, or someone else
- Click the Performance section.
- On the “Goal Tracking” card, click Go to goal tracking.
- From the “All goals” tab, click Create a goal.
- Name the goal—it should be specific, measurable, and attainable.
- Choose a start date and due date.
- We’ll email the goal owner a reminder 3 days before the due date so they don’t forget the upcoming deadline.
- Add any additional details.
- Select an owner—we’ll default you as the owner, but you can also assign the goal to any employee or US contractor at the company.
- You can change the owner of a goal later if needed.
- Click Save goal.
View goals and their activity logs
- Click the Performance section.
- On the “Goals” title, click Go to goal tracking.
- You’ll see a list of goals, which can be searched by title.
- Select a timeframe to see goals from the past one, three, six, or twelve months. You can also click All to see all goals.
- Click the title of a goal.
- Scroll to the “Activity” section to see a history of all changes made to the goal.
Update the progress status of a goal
- Click the Performance section.
- On the “Goal Tracking” card, click Go to goal tracking.
- Click the title of a goal.
- You’ll see a list of goals, which can be searched by title or owner.
- Select a timeframe to see goals from the past one, three, six, or twelve months. You can also click All to see all goals.
- Add a note about what's changed.
- Select whether the goals is:
- On track
- Progressing
- Off track
- Click Post update.
- When a goal is completed, or if it will remain incomplete, click End goal.
- To delete a goal that is no longer relevant, click Archive. Once you archive this goal, it will no longer appear in your dashboard.
Edit the details of a goal
- Click the Performance section.
- On the “Goal Tracking” card, click Go to goal tracking.
- You’ll see a list of goals, which can be searched by title or owner.
- Select a timeframe to see goals from the past one, three, six, or twelve months. You can also click All to see all goals.
- Click the title of a goal.
- Click Edit goal to change the title, description, start/due date for a goal, or the owner.