Performance FAQs
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      How to clone objectives from a previous timeframe?

      In the Performance management module, in cases where employees may have similar objectives for multiple timeframes, it may be more convenient for the admin to copy/clone the previously added objectives and assign them to the employees. The Keka PMS module offers the ability to copy & clone the objectives from one timeframe to another.


      Let us take a look at how we can copy & clone the objectives.

      1. Go to the Objectives Module

        • Log in to Keka.
        • Click Performance (1) from the left menu.
        • Select Objectives (2) from the top menu under the Administration (3) section.

      2. Select Employees


        • Open the Employees (4) tab to view their objectives.
        • Use filters to find specific employees.

       

      • Check the boxes next to the employees who need the cloned objectives.

      3. Clone Objectives from a Previous Timeframe

      • Once employees are selected, click on the Add Existing Objectives button.

      4. Clone Existing Objectives

        • A dialog box will open with a list of past objectives.
        • Select the objectives you want to clone.
        • Choose the new timeframe (e.g., from H1-2024 to H1-2025).
        • Click Assign Objectives

      • Confirm Cloning
        • Click Clone to finalize.
        • A confirmation message will appear.

      The objectives will be cloned to the new time frame & will be visible to employees.

      By following this guide, managers can easily transfer past objectives to a new timeframe, ensuring continuity and streamlined performance tracking.