When employees update their goals, you can easily track their status by understanding each goal's progress bars and statuses.
When will I see Progress Bars vs. Statuses?
In Lattice, for all #, $, and % goals, you will always see a status bar with % to completion.
For all binary goals with no key results, you will see a written status. This written status will correspond to what was selected by the employee in their last goal update (Off Track, Progressing, or On Track)
For binary goals with at least one key result (OKR format), you will also see a status bar with % to completion. Each key result will be treated as an equal % towards the goal. For example, if you have a binary goal with 3 key results, completing one key result will mark the goal 33% completed. Lattice shows the progress bar for binary goals with key results to align with the OKR framework. We want to be able to highlight the average progress on goals by treating each key result as a % towards completion.
Understanding Goal Progress Bars and Statuses
Active Goal Statuses
When employees update their goals, they are prompted to pick a status to reflect how they believe they are performing on their goal. The statuses are as follows:
"On Track" typically means that the employee feels good about where the goal is and believes they will be able to accomplish the goal.
"Progressing" typically means that the goal is moving forward, but the employee is not 100% confident they will be able to accomplish everything in the goal. They may, however, be able to get the goal back on track.
"Off Track" typically means the employee is not feeling good about their progress on the goal, and they will most likely not be able to accomplish the entire goal.
Goal Progress Bars
In the progress bar, the color of the highlighted progress corresponds to the employee's status in their last goal update.
Green = "On Track"
Yellow = "Progressing"
Red = "Off Track"
Ended Goal Statuses
When an employee is finished working on a goal, they will have two options for marking the goal "ended":
An employee might want to mark a goal as complete if they've finished progress on the goal or have made significant progress. This is how the completed goal will look on the Goal homepage when filtered by complete:
An employee might mark a goal as incomplete if they made little to no progress on their goal. This is how an incomplete goal will look on the Goal page when filtered by incomplete: