Editing a Target

As a manager you can edit Targets in Draft or Active status. You can revise entered details and enter new or revised actuals.

To edit a Target:

  1. Access your team member's profile using the My Team menu item:

    Screenshot: Selecting a team member from the My Team menu

  2. On the team member's profile page, select the service that hosts the Targets process and select it from the drop-down menu:

    Screenshot: select Targets from the drop-down menu

  3. WX displays the Targets page.

  4.  Select the tab, Draft or Active, holding the Target you want to edit.

    WX displays all Targets of that status:

    Screenshot: Draft targets

    Draft Targets can be edited.

    Active Targets can be edited and reviewed.

    Editing an Active Target returns it to Draft status for confirmation by the Team Member.

    Reviewing a Target as a manager enables you to enter or amend actuals, rate and record progress, and enter comments.

  5. Select Edit for the Target you want to change.

    WX displays the Edit Target view:

    Screenshot: Edit Target view

  6. Edit the values you want to change, including revising the actuals.
  7. Select Save.