Bulk Assign Goals in Keka: Streamline Employee Objective Management

Managing employee objectives and goals efficiently is crucial for driving individual and team performance. Keka’s performance module offers a feature called "Bulk Assign Goals," designed to simplify the process of assigning objectives to  multiple employees over a specified time frame. This article will walk you through how to use this feature to ensure a seamless workflow when assigning objectives to your team.

What is the Bulk Assign Goals Feature?

The Bulk Assign Goals option within the Objectives section allows you to assign one or more objectives to multiple employees at once, reducing the time and effort required to individually assign objectives. This feature is especially useful when assigning standardized goals across departments, job titles, or locations, ensuring consistency and alignment with organizational objectives.

How to Use the Bulk Assign Goals Feature

Here’s a step-by-step guide to help you leverage the Bulk Assign Goals feature effectively:

1. Access the Objectives Section

Access the Objectives section within the Keka performance module. From there, select Administration, followed by the option for No or Fewer Objectives. This will reveal the Bulk Assign Goals feature, which serves as your primary tool for efficiently assigning objectives to multiple employees simultaneously.

2. Choose the Objective to Assign

Select the specific objective you want to assign in bulk to your employees. This could be a company-wide goal or a more specific team-related objective, depending on your business needs.

3. Copy or Clone Objectives

If the objective you’re assigning is recurring or needs to be reused, you can simply click on Copy/Clone Objectives. This allows you to replicate the goal and make any necessary adjustments before assigning it in bulk.

4. Select the Time Frame

When bulk assigning objectives, it’s essential to choose the appropriate time frame. You can select the period over which the objective should be applied, ensuring that the employees have a clear deadline and timeline for completing their goals.

5. Filter by Department, Location, Job Title, and More

To make the process even more efficient, Keka allows you to filter employees based on criteria such as department, location, job title, and pay grade. This enables you to quickly narrow down the list of employees who need to receive the assigned objectives.

• Department: Target employees in specific departments, such as sales, marketing, or IT.
• Location: Assign objectives to employees working at particular branches or regions.
• Job Title: Filter by job role to ensure that objectives are relevant to the employees' positions.
• Pay Grade: Further refine your search by pay grade to ensure you’re targeting the correct employee level.

You can also use the search bar to quickly locate specific employees.

6. Assign Objectives to Employees

Once you have selected the appropriate employees, simply click on Assign to Employee to complete the process. The objectives will be automatically assigned to the chosen employees for the specified time frame.

Benefits of Using Bulk Assign Goals

• Time-saving: Instead of individually assigning goals to each employee, you can assign objectives to multiple team members in a few simple clicks.
• Consistency: The feature ensures that all relevant employees receive the same objective, promoting alignment across teams and departments.
• Flexibility: The ability to filter by department, job title, and other criteria allows you to tailor objective assignments to specific groups of employees.
• Ease of Use: The Copy/Clone functionality makes it easy to reuse objectives, reducing repetitive work.

Conclusion

The Bulk Assign Goals feature in Keka’s Objectives section is a powerful tool for managers looking to streamline the goal-setting process. By allowing you to assign multiple objectives to employees over a defined period, this feature saves time and ensures that performance objectives are aligned with business needs. Take advantage of the filtering options to target the right employees, and use the Copy/Clone function to replicate goals for future use.

Start streamlining your goal assignment process today with Keka's Bulk Assign Goals feature.