How to update Objective Settings?

Performance goals act as a roadmap for employees, guiding them toward short-term achievements and aligning their efforts with company objectives. In Keka, you can tailor how goals work—right from the labels used to who can view, create, and manage them.

This article walks you through setting up goal terminology, types, visibility, and advanced options to suit your organisation’s unique structure.

Goal Terminology

Customise how goals and sub-goals are labeled in your organisation.

1. Go to the Performance module.

2. Click on Goals, then open the Settings tab.

3. Select Goal Settings.

4. Under Goal Terminology, click Edit.

   

5. Choose from the existing terms or add your own custom label for goals and sub-goals.

6. Click Save.

   

This lets you align goal language with your company’s culture—whether you call them Objectives, OKRs, or Targets.

Goal Types and Visibility

Enable and control visibility for different goal types across your organisation.

1. In the same Goal Settings tab, click Edit under Goal Types and Visibility.

   

2. In the popup, choose the goal types to enable:

   • Individual Goals

   • Department Goals

   • Company Goals

3. For each goal type:

   • Set who can create and manage them (e.g., Reporting Manager, Self, Department Head).

   • Set visibility (e.g., Visible to everyone or restricted).

4. Click Save to apply.

   

These settings help you manage access and accountability at the right levels.

Advanced Goal Settings

Fine-tune how goal progress behaves and how goals interact.

1. Scroll to Advanced Goal Settings and click Edit.

   

2. In the popup, configure the following:

   • Enable alignment between parent and child goals.

   • Allow progress override when sub-goals are present.

   • (Optional) Allow goal owners to manage their own goals.

   • (Optional) Require notes when updating progress.

   • Enable user-defined weightages for goals and sub-goals.

   • Set a goal limit per employee (e.g., 0–5 goals).

   • Roll-up task progress into parent or sub-goals.

3. Click Save when done.

   

These options give you deeper control over goal structure, ownership, and how performance is measured.

Notes & Tips

With Keka’s goal settings, you can:

• Define custom terminology for clarity

• Control goal visibility and ownership by role

• Enable flexible and scalable goal alignment and tracking

Next Steps

Ready to start assigning goals? Check out how to bulk assign multiple goals in Keka. For more help, fill out this form for further personalised assistance.