Using Goal Templates for Effective Goal Setting

Introduction

Keka’s Goal Templates make it easy to set consistent and structured goals across your organisation. With predefined goals that can be tailored to roles or departments, you can ensure alignment, save time, and provide clarity for employees.

Accessing Goal Templates

1. Log in to Keka.

2. From the left menu, go to Performance.

3. Click Goals, then select Settings.

4. Under Settings, select Templates.

   

Creating a Category

1. Click + Add Category.

   

2. In the pop-up window, enter:

   • Category name

   • Description

3. Click Add to save.

   

Adding a Goal to a Template

1. Go to the Add Goal section within Goal Templates.

   

2. Enter the goal details.

3. Choose one of the options:

   • Save → finalises the goal.

   • Save & Add Sub-goal → creates a related sub-goal immediately.

   
   

Notes & Tips

• Tip: Use sub-goals to break down complex objectives into actionable steps for employees.

• Important: Always review categories before assigning goals to ensure relevance.

Next Steps

• Creating a new goal.

• Managing goal settings.

• Navigating the Administration Section of the Goals.

For additional support, contact the Keka Support Team.