Welcome to Keka HR's guide on integrating Google Sheets with the Performance Module. This integration allows you to automatically calculate the progress of your goals using data from Google Sheets, streamlining your performance tracking process. Let's walk through the steps to set up this integration and understand its features.
Table of contents
- Integrating Google sheets
- Connect Google Sheets
- Creating a Goal with Google Sheets Integration
- Adding Key Results or Sub-Goals
- Syncing Progress
- Handling Sync Failures
Integrating Google sheets
To utilize Google Sheets for performance management, the global admin must first enable this feature.
Navigate to the Apps(1) section on the Keka dashboard. Locate the Google Sheets(2) option for Performance Management.
Click on the install button the integration.
Connect Google Sheets
Go to Me > Apps. You will see the Google Sheets option. Click on the Connect button.
A new window will prompt you to sign in to your Google account. Choose the account you want to link with Keka and sign in.
Creating a Goal with Google Sheets Integration
If adding the objective as a performance admin or adding the objectives individually as an employee you will see the option to Automatically calculate from a data source.
Navigate to the Performance(1) tab on your Keka dashboard. Click on Goals(2) and then select Administration(3) & click on Add Goals(4).
Enter the objective name, select the objective type (Individual, Team, or Company), and add a description if needed. Set the time frame for the objective. Under "Who can see?", choose whether the goal is visible to Managers or Everyone. Check the box for "Automatically calculate from a data source" and select Google Sheets from the dropdown menu.
A pop-up window will appear for Google Sheets connection. Select the Google Sheets account you want to connect. If prompted, sign in to your Google account. After signing in, you will see a list of available spreadsheets in your Google Drive.
Select the desired spreadsheet from the list. The sheet dropdown will now be enabled. Choose the specific sheet within the spreadsheet. After selecting the sheet, the columns and rows dropdowns will be enabled.
Select the column and row where your data resides. Ensure the selected cell contains a numerical value. If not, an error message will be displayed.
Once you have selected the spreadsheet, sheet, column, and row, click Save. Your objective is now connected to Google Sheets.
In case of Google sheets, you can’t use progress Completed/Not completed type.
Adding Key Results or Sub-Goals
You can follow a similar process to add key results. Navigate to Add Key Result and repeat the steps for Google Sheets integration.
Syncing Progress
Once your objective is integrated with Google Sheets, a Google Sheets integration icon will appear next to the objective. Click on the sheets icon to sync the data.
After syncing, the pop-up will close, and the progress bar will be updated. A success message will be displayed.
Handling Sync Failures
On syncing a pop up overlay opens, in case of an error where file has been deleted the following error message is shown in the pop up and sync button is disabled.
On syncing a pop up overlay opens, in case of an error where the updated progress is not a numerical value the following error message is shown in the pop up and sync button is disabled.
In case the sync fails, you can manually update the progress.
Any manual changes will be saved in the objective activity log for future reference.
By integrating Google Sheets with Keka HR's Performance Module, you can automate the progress calculation for your goals, ensuring real-time updates and accurate tracking. Follow these steps to streamline your performance management process and make data-driven decisions. If you have any further questions, feel free to reach out to our support team. Happy goal setting with Keka HR!