Bulk Assign Goals in Keka: Streamline Employee Objective Management

Overview

Efficiently managing employee goals is essential for driving both individual and team performance. Keka’s Bulk Assign Goals feature makes it easy to assign objectives to multiple employees at once, either by creating new goals or by cloning existing ones into a different timeframe. This article explains how to use this feature to streamline goal assignment and maintain alignment across your organisation.

Steps to Bulk Assign New Goals to Employees

Follow the steps below to assign new goals to multiple employees simultaneously:

Navigating to the Objectives Module

1. Log in to your Keka account.
2. Click on Performance  from the left navigation bar.

3. Select Objectives from the top menu under the Administration section.

   

Accessing the Employees List

1. Under the Employees  tab, you will see a list of employees along with their respective objectives, key results, and other details.

2. Use the filters to narrow down your search by department, job title, or other criteria, if necessary.

   

Selecting Employees

1. Check the boxes beside the employees for whom you want to bulk assign objectives.

   

2. Once employees are selected, click on + Add New Objectives button, which will be enabled.

   

Entering the Details

1. Provide all necessary information by entering the goal name, selecting the desired timeframe, specifying how progress will be measured, and deciding whether to include this goal in the review process. 

2. Once you have filled in all the required information, click the "Create" button located at the bottom of the screen to finalise the bulk assignment of objectives.