How to Add Goals from Different Perspectives: Employees, Admins, and Managers

Effective goal setting aligns individual objectives with organisational strategy. Whether you're an employee, an admin, or a reporting manager, each role has specific responsibilities when it comes to adding and managing goals. This article provides clear, step-by-step instructions for each role to ensure a seamless goal-setting process.

Adding Goals as an Employee

1. In the Keka HR portal, navigate to Me in the left navigation pane.

2. Select the Performance tab, then click on Goals.

3. Under My Goals, click + Add Goals.

   

4. In the Add Goal window, fill in the following details: -

   Goal Name

   Metric Type

   Progress Calculation

   Time Frame

   Weightage

   Visibility

   Tags

5. Check the box Include the objective in performance reviews if you want the goal to be considered during performance evaluations.

   

6. Expand the alignment section to link this goal to a parent goal.

   

7. In the Alignment section, choose a parent goal to link your individual goal to a higher-level goal. Recommendations are based on your login history and goals aligned with your team and hierarchy.

   

8. Click Publish to make the goal visible in your organisation.

   

9. To filter by timeframe, goal type, and owner, click on Timeframe or Apply Filter to select.

   

10. Filter and check the box for the appropriate goals, then click Select Parent Goal.

    

11. Once done, click on Publish.

    

12. Set weightage for all goals, then click Assign to finalise.

    

Note: If your organisation uses an approval workflow, the goal will go through the approval process after publishing. As an admin, you can manage these approvals.

Adding Goals as an Admin

1. Navigate to the Performance section in the left panel and click on Goals.

2. In the Settings tab, define your goal terminology and settings for the organisation, then click Save.

3. Go to the Goals section and select the Administration tab.

4. Click Add Goals.

5. And enter the necessary details:

• Goal Name

• Goal Type

• Owner

• Description

• Metric Type

• Time Frame

• Start and end date

• Target metric

6. In the More Details section, add the weightage, visibility, tags and check mark the box Include the objective in performance reviews in case you need.

7. Check the box Include the objective in performance reviews if you want the goal to be considered during performance evaluations.

8. Under the Alignment section, select a parent goal if you want to align your individual goal to a higher-level goal.

9. Click Publish to make the goal visible in your organisation.

Note: If your organisation uses an approval workflow, the goal will go through the approval process after publishing. As an admin, you can manage these approvals.

10. Set weightage for all goals, then click Assign to finalise.

Adding Goals as a Reporting Manager

1. Navigate to the My Team tab, then click on Performance.

2. Choose Team Goals within the Performance section.

3. Scroll down and click Add Goals.

4. Fill in the goal details, including metrics and time frame, weightage, visibility and tags. Check the box Include the objective in performance reviews if you want the goal to be considered during performance evaluations.

5. Similarly, you can add key results and align your goal to a parent goal if needed. Once done, click Publish to finalise.

6. Set weightage for all goals, then click Assign to finalise.

Note: Depending on your organisation's settings, the goal may go through an approval process.

Notes & Tips

• In the Goal Type field, select whether it’s an Individual, Department, or Company goal.

• Choose the appropriate Owner based on your selection and set the relevant metrics.

Whether you're an employee setting personal goals, an admin configuring organisation-wide settings, or a reporting manager adding goals for your team, Keka makes goal-setting simple and transparent. If you need more support, feel free to contact our Keka HR experts.