Understanding goal setting is crucial for aligning individual and organizational objectives. This article will guide you through the process of adding goals from different perspectives within an organization, ensuring that everyone—from employees to admins and reporting managers—can contribute effectively. Whether you're setting personal goals to enhance your performance, assigning goals to team members to track progress, or overseeing the goal-setting process to ensure alignment with company strategy, this guide provides clear, step-by-step instructions tailored to each role. By understanding the distinct responsibilities and approaches to goal setting, you can foster a more focused and collaborative work environment.
How to Add a Goal as an Employee
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 including, goal name, metric type, progress calculation, time frame, and tags. Once you have entered the necessary details, click on Publish.
Remember, if there's an approval chain set for goal approvals in your organization, your goal will need to be approved after publishing.
How to Add a Goal as an Admin
Navigate to the Performance section in the left navigation panel and click on Goals. In the Settings tab, define the terminology and settings for goals across your organization.
Go to the Administration tab in the Goals section and click Add Goals.
Fill in the details such as goal name, metric type, time frame, tags, and more. Click Publish to make the goal available.
If your organization has an approval chain for goals, they will require approval after publishing. As a global admin, you can also view and manage these approvals.
How to Add a Goal as a Reporting Manager
Navigate to the My Team tab and click on Performance. Then, choose Team KRAs within the Performance section.
Now scroll a bit down and click on Add Goals.
Fill in the goal details and set the appropriate metrics and time frame. After publishing the goal, it may go through an approval process, depending on your organization's settings.
Setting up goals for your team is now easier than ever. For more information or support, contact our Keka HR experts. Thank you for using Keka HR.