Creating a new goal

Keka’s Goal module enables companies, departments and individuals to record, measure and align their goals. This comprehensive guide will help you in creating goals and sub-goals and will give you a detailed walk through of the feature.

TABLE OF CONTENTS

• Difference between Goals and Sub-goals

• Creating a goal
• Creating a goal along with Sub-goal
• Creating a goal using a template
• Creating a quick goal
• Creating a quick sub-goal
• Creating a quick task

• Using Average progress graph

• Using My progress updates

• Updating status automatically on goals & sub goals based on progress

Goal can be created from multiple places:

1. Employees can add their goals from Me > Performance > Goals

2. Managers will have an option to create goal and assign to their team from My Team > Performance > Manage Goals

3. Based on a user role and if it is Global Admin/Performance Admin they will have all the options to create goal and assign to their team from Performance > Goals > Administration

Difference between Goals and Sub-goals

• Goals are the desired outcomes that an organization, team, or individual aims to achieve within a specific timeframe, often with measurable targets. For example, a goal could be to "Boost website traffic by 20%".
• A sub-goal involves breaking down a larger goal into smaller, measurable steps that aid in monitoring progress and reaching the ultimate objective. For example, "Increase organic search traffic by 25%."
  
  Let’s understand how to create Goals and Sub-goals.

Creating a goal

Go to Me (1) from the left navigation pane on your Keka HR Portal. Select the Performance (2) tab and go to the Goals(3) tab. To create goal, go to the My Goals tab, and then click on + Add Goals.

On the Add Goal window, you can add the various details pertaining to the goal you’re adding. 

Here are the major fields to fill in goal detail.

Goal name (What do you want to achieve?):  The title should be short summary of your goal.

Description: The optional description adds a little more detail to your goal. You can describe the details of the goals here.

Tags: Tags help you to group similar goals under a common label. For example, learning (Tag) - you can group all goals related to learning in this tag.

Metric type: There are three type of metric type Percentage, Completed/Not Completed and User Defined.

• Percentage: The Percentage metric type allows you to track your goal progress as a percentage, ranging from 0% to 100%.
  
  
• Completed/Not Completed: The Completed/Not Completed metric type is a binary option that indicates whether a goal has been fully achieved (100% completed) or not (0% completed).
  
  
• Number: Number metric type allows you to track your goal progress using numeric values. When entering the Start and Target values, users will now have the option to select either "Increase from" or "Decrease from." 
  
  Additionally, you can choose a specific Metric name to add more context related to the numeric progress values. For instance, if your objective is to reduce the number of support tickets by a specific count, you can now utilize the Number metric type. Simply input the desired quantity of support tickets to be reduced as the Start value, set the Target value accordingly, and select "Decrease from" to track progress in reducing support tickets. To add more context, you can even opt for a metric name like "Support Tickets Reduction" which have been defined in the system by the Admin.
• Progress will be calculated on: When you have a goal with multiple sub-goals, progress can be calculated in two different ways: Average of Sub-Goals or Sum of Sub-Goals.
  • Average of Sub-goals: Calculates the progress of a parent goal by taking the average progress of all it's sub goals. For example: If your main goal is to improve customer satisfaction and you have three sub-goals (improve response time, increase product quality, and enhance customer support), the Average of Sub-Goals method calculates progress based on their average progress.
  • Sum of Sub-goals:  Calculates the progress of a parent goal by summing up the numerical progress values of all it's sub-goals. For example: With a parent goal to "Increase Revenue" and sub-goals for new customer acquisitions (progress: 50), expanding existing accounts (progress: 30), and improving upselling (progress: 20), the Sum of Child Goals method calculates the parent goal's progress as 100.
• Goal type:  The options that appear in this section may vary depending on Goals settings. There are 3 types of goals. There are three type of goal type Individual, Department and Company.
  • Individual - Personal goals pursued by a single person, focusing on individual growth and achievements.
  • Department - Collective goals aimed at driving progress and success within a specific department.
  • Company - Organizational goals that emphasize the strategic priorities and overall direction of the company.
• Time Frame: The Time Frame option allows you to set a specific period within which you aim to achieve your objective. e.g., "Q2 2023"
• Start date - End date: By default the selected Time Frame Start and End date will be selected. However you have an option to customize the exact dates for when your goal starts and ends.
• Include in review: You can use this check box to include or exclude this goal from regular performance reviews.

Once you have entered the necessary details, click on Publish.

Creating a goal along with Sub-goal

Go to Me (1) from the left navigation pane on your Keka HR Portal. Select the Performance (2) tab and go to the Goals(3) tab. To create goal, go to the My Goals tab, and then click on + Add Goals.

On the Add  Goal window, you can add the various details pertaining to the goal. You can refer to the content above major fields to fill in goal detail.

1. To create sub-goal. click on + Add Sub-goal.
2. On the Add  Goal window, you can add the various details pertaining to both the goal and the sub-goal you’re adding.

Here are the major fields to fill to fill.

• Add Goal details - You can refer to the content above major fields to fill in goal detail.
• Sub-goal name (What specific result are you aiming to achieve?):  You can define the sub-goal title as the particular outcome you are targeting to help you reach the goal you have set.
• Tags: Tags help you to group similar goals under a common label. For example, learning (Tag) - you can group all goals related to learning in this tag.
• Metric type: You can select from the three type of metric type Percentage, Completed/Not Completed and User Defined.
• Start date - End date: By default the selected Time Frame Start and End date will be selected. However you have an option to customize the exact dates for when your sub-goal starts and ends.

    3. Once you have entered the necessary details, click on Publish.

 

Creating a goal using a template

1. Go to Me (1) from the left navigation pane on your Keka HR Portal. Select the Performance (2) tab and go to the Goals(3) tab.
2. To create goal using template, you can go to My Goals tab, and then click on + Add Goals or you can can click on Add from templates.
3. Click on choose template

On choose template there are are two options either to select the custom template defined for employees who are part of their organization or you can choose from sample keka template. 

    4. Click on Add button to add the selected template.

    5. Once the template has been added you can modify the selected the selected template details.

    6. Once you have confirmed the necessary details, click on Publish.

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Creating a quick goal

1. To quickly create a Goal (KRA), navigate to the KRA section and scroll down until you find the option labeled "+ Quick Create Goal." Click on this option, and you will be prompted to enter details such as the Goal Name, Start Date, End Date, and Target. Once you have provided this information, your quick goal will be successfully created.
2. To proceed, click on the three-dot icon next to the goal to access additional options. Here are the key fields you need to fill out:
   - Goal name:The title should be short summary of your goal.
   - More detail: You can use this option to open the detailed goal filling form.
   - Start date - End date: By default the selected Time Frame Start and End date will be selected. However you have an option to customize the exact dates for when your goal starts and ends.
   - Metric type: By default percentage will be selected. However you can select & change from the three type of metric type Percentage, Completed/Not Completed and User Defined.
3. Once you have entered the necessary details, you click on Save icon to publish the Goal.

Creating a quick sub-goal

1. Now for creating a Sub-goal, go to the My Goals tab, and then select the goals for which Sub-goals to be added. Next, click on the three-dot icon to access a dropdown menu, then click on + Sub-goal.
2. Here are the major fields to fill to fill.
   - Sub-goal name: You can define the sub-goal title as the particular outcome you are targeting to help you reach the goal you have set.
   - More detail: You can use this option to open the detailed Sub-goal filling form.
   - Start date - End date: By default the selected Time Frame Start and End date will be selected. However you have an option to customize the exact dates for when your sub-goal starts and ends.
   - Metric type: By default percentage will be selected. However you can select & change from the three type of metric type Percentage, Completed/Not Completed and User Defined.

3.Once you have entered the necessary details, you click on Save icon to publish the Sub-goal.

Creating a quick task

1. To incorporate a task into your goal, go to the My Goals tab and choose the specific goal to which you wish to add tasks. Next, click on the three-dot icon to access a dropdown menu, where you will find the option to select + Task.
2. Here are the major fields to fill to fill.
   - Task name: You can define the Task title as the particular outcome you are targeting.
   - More detail: You can use this option to open the detailed Sub-goal filling form.
   - Due date: By default the selected Time Frame End date will be selected. However you have an option to customize the exact dates for when your Task ends.
   - Progress: By default Not Started will be selected as the progress state. However you can select & change from the three progress type Not Started, In Progress and Closed.

3. Once you have entered the necessary details, you click on Save icon to publish the Task.

Using Average progress graph

The Average Progress Graph is a feature in our goal management software that visually represents the average progress of all listed goals within a specific timeframe, such as a quarter. 

This graph is a time series chart, meaning it shows how the average progress of goals changes over time. On the X-axis, you will find the dates, which represent the selected timeframe divided into intervals. On the Y-axis, you will see the progress interval ranging from 0 to 100, indicating the percentage of goal completion.

For example, if you've set multiple goals for a quarter, it will calculate the average progress of these goals at regular intervals during this quarter. These calculated values are then plotted on the graph. This allows you to easily visualize and track how your goal progress is evolving over time.

Using My progress updates

The My Progress Updates is a feature in our goal management software that provides a visual representation of your goal or sub-goal progress on specific dates. 

This feature uses a time-series chart to track and display your progress updates. On the X-axis, you will find the date intervals corresponding to the duration of your goals or sub-goals. The Y-axis represents the percentage of goal progress achieved.

For instance, if you're tracking a goal over a quarter, it will plot the progress percentage for each specific date within that quarter on the chart. This allows you to easily visualize and track your goal's progression over time.

Important notes:

• Goal/Sub-goal this will vary based on the goal terminology confirmed in the setting. As we allow organisations to choose the terminology that is being followed.

Automatic status update on goals & sub goals based on progress