How to Bulk Clone Goals?

Bulk cloning goals in Keka’s performance module is a seamless way to efficiently assign objectives to multiple employees.

Follow these steps to streamline the process:

1. Navigate to the Objectives Module

1. Log in to your Keka account.
2. Click on Performance (1) from the left navigation bar.
3. Select Objectives (2) from the top menu under the Administration (3) section.

2. Access the Employees List

1. Under the Employees (4) tab, you will see a list of employees along with their respective objectives, key results, and other details.
2. Use the filters to narrow down your search by department, job title, or other criteria, if necessary.

3. Select Employees

1. Check the boxes beside the employees for whom you want to clone objectives.

2. Once employees are selected, click on Add Existing Objectives buttons will be enabled.

4. Clone Existing Objectives

1. Once you click on Add Existing Objectives to open the cloning menu.
2. A new dialog box will appear displaying the list of objectives that can be cloned.
   
   

5. Choose Objectives to Clone

1. Select the objectives you want to clone by checking the boxes beside their titles.
2. In the dialog box, choose the target timeframe for the cloned objectives (e.g., from H1-2024 to H1-2025).
3. Next click on Assign Objectives.
   
   

6. Confirm Cloning

1. Click on the Clone button to confirm the action.
2. A confirmation message will appear, indicating that the objectives have been successfully cloned to the selected employees.
   
   

Tips for Efficient Objective Cloning

• Use the filters to streamline the process and focus on specific groups of employees.
• Review objectives carefully before cloning to avoid duplications or errors.
• Ensure the timeframe is correct to align with organizational planning.

By following this guide, managers can quickly assign goals to their team members, ensuring alignment with organizational objectives and improving overall performance tracking.