Setting objectives for team members

To set and manage individual objectives for your team, go to the My Team (1) section and click on Performance (2). Go to the Team KRAs (3) tab.  Now you will be directed to  a dashboard where at the top of the page you are presented with a toggle to switch between Direct Reports and Indirect Reports. A direct report is an employee that works directly below you in the organization, often referred to as a subordinate. An indirect report, in contrast, reports to your own direct report. In other words, indirect reports are employees who work under you but report directly to your own direct report. 

To start adding an objective, first click on Time Frame , a drop-down will open all available time frames, select a time frame to continue.

Adding objectives

To begin adding objectives for your team members, simply click the + Add Objectives button located next to the time frame you wish to work with.

An overlay window will pop up. You can state your objective under What do you want to achieve? . Additionally, you can add tags to help you categorize all your objectives. Now, in the +Add description text box, you may choose to type in more details about the same.

Now, click on the Metric type drop-down and decide how you want the progress of your objective to be measured, i.e. as a percentage, or as completed/not completed,  number. You can also add the Start Value and Target Value.    

Type in the name of the employee within your team who you want the given objective to be attached to, under Who is the owner? 

If you want the newly added objective to be reviewed, check the box against Include in review .

You will see the visibility options a the top right-hand corner of the window. Under Visible To, you can choose between Everyone and Only Managers. 

You will now found KPI section  to tie your objective into a key result before clicking on Publish to send your newly added objective for approval. Alternatively, you can click on Save As Draft to continue at a later time.

Under KPI, you will have further configuration options available to you. Under "What specific result are you aiming to achieve?" , type in the key result you target through your new objective. If you wish to, you can add more details by clicking on +Add description .

You can click on the Metric type drop-down and decide how you want the progress of your key result to be measured. You can also add the Start Value and Target Value.

The Start date - End date  displays the time frame you have already chosen while setting up the initial objective. If you wish to, you can edit the time frame for the particular key result over here.

Now, you can select + Add Key-result again if you wish to add more key results.

If you wish to save your progress, click on Save As Draft, or once you have finished configuring the key results, click on Publish.

Setting Objectives for Your Team Members with Keka HR using templates

You can create a new objective in two ways: either by crafting one from the ground up, as previously described, or by leveraging existing templates. To access Keka's extensive library of objective templates, simply choose "Add from Templates" from the dropdown menu under Add KRAs.

From there, you can browse through the available templates and choose one that aligns with your intended goal. 

Once you've selected a template, the Create Objective page will open up with all the relevant details, including key results filled in automatically as per the chosen template.

You can make any desired changes if needed and click on Save As Draft if you wish to save your progress and continue configuring at a later time, or once you have finished configuring, click on Publish.

Feel free to customize the pre-filled fields to meet your specific requirements and publish it.

To modify an existing objective, simply click on the three-dot menu located next to the objective and select the Edit option.

If you need to remove an objective, select the particular objective that you want to delete and click on the Delete option as shown in the below screen.

You will be taken to a confirmation screen where you will need to click on the delete option and confirm your choice.

Please note that objectives currently assigned to an employee cannot be deleted.

By following these steps, you can efficiently set and manage objectives for your team members using Keka HR. This system promotes clarity and alignment with your organizational goals while enhancing performance management and tracking. For further information or assistance, please visit our Support Center or reach out to our Help Desk. We appreciate your choice of Keka HR for managing and developing your team's performance.

Aligning objectives

Objectives or goals do not exist in isolation. Most of the objectives that you have will be aligned with a larger objective at a team level or an organization level. Keka allows you to align the objectives you have added with these larger goals as you wish. 

If an objective is aligned with another objective as a child objective, then the progress on the child objective will contribute to the progress on the parent objective too. 

To align an objective to another, On the Objectives page, click on the three dots next to the objective you have added and select Align to a KRA from the drop-down.

On the Align Objective window, you can see the various objectives that have been configured at the team or organization level. Select the objects you want to align to and then click on Save.

Updating performance

Once you have published your objectives, they will be sent for review to the respective managers and will show as pending.

After receiving approval, navigate to the Me section, click on Performance, and select My Objectives. This action will display a comprehensive overview of your objectives, as illustrated in the screenshot below.

Here, you can view the Average Progress and Status of all objectives at a glance.

If you scroll further down, you will see the Status and Tags filters that you can use to filter out objectives.

Just below that, there are options to bulk update the progress of multiple objectives and create a new objective.

Further down, you will find the objectives listed based on the timeframe. To view an objective in detail, click on the particular objective.

A new page will open, which will detail the various elements of the objective that you have added. On this screen, you will be able to view the progress on this particular objective over time. If it is a new objective, you will see an empty graph on top of the page.

You can see the various Key Results that have been added to the objective. You can directly update the progress on these key results from this page. You can also add specific tasks to further subdivide the objective or the key result. Subdivide

You can update the progress on a key result using the Slider given on this page. To update the progress, move the slider to the desired value. You can also click on the slider and enter the desired value in the drop-down that appears.

You can enter a note when updating the progress. You also have the option to add an attachment when you are updating the progress. 

Click on Update once you are done.

You can also click on the Key Results on this page to see more details about these. On the Key-Result Details page, you can update the progress, add more information to these key results such as adding a description or a note, or even add tasks to the key result to help break down this key result into smaller tasks.

Closing a key result or an objective. 

If a particular key result has been completed or the timeframe has expired, you can close the key result so that no further updates can be made on this. To do this, click on the three dots next to the key result on the Objective inside page. From the drop-down menu, select Close.

You can always re-open a closed objective by clicking on the three dots and selecting re-open. Similarly, objectives can also be closed by clicking on the three dots and selecting close from the drop-down list.

Rolling up a key result

You can choose whether the progress on a key result should impact the progress of the parent objective. If you choose to roll up the key result, then any progress on the key result will update the overall progress of the objective. 

To choose whether a key result should contribute to the progress on any objective, click on the three dots next to the key result and select Rollup from the drop-down.

On the Progress Rollup screen, you will have 2 options. If the progress on the key result should directly contribute to the objective performance, select Contribute to Parent Objective Progress. If the progress is not directly linked, select Doesn't Contribute to Parent Objective. Select Update once you have made the selection. 

Let us take a case where the progress of the key result is linked to the progress on the overall objective. In this case, when the update has been made on the key result, it will reflect in the overall progress of the objective. Here, the progress on the key result has been updated to 100% and this means that the overall objective progress has also increased.

Editing or deleting an objective

To edit or delete an objective that you have added, on the Objectives screen, click on the three dots next to the objective you want to edit or delete and select the relevant option from the drop-down.

That's the end of this article on how to set objectives for yourself and update the progress. More questions? Contact your admin or reach out to Keka Support today!