How to Save and Publish Draft Goals?

When creating goals, you may not always want to publish them immediately. For example, you might want to review the goal details, success measurements, or alignment before making the goal active.

Keka allows you to save a goal as a draft and publish it later when the goal is ready.

How to save a goal as a draft

To create and save a draft goal:

1. Navigate to Performance > Goals > Manage Goals.

2. Click + Add goal in the upper-right corner of the page.

   

3. In the Add Goal window, enter the required goal details, such as:
   • Goal name
   • Type
   • Owner
   • Timeframe
   • Start and end date
   • Weightage, if applicable
4. Configure the other required details for the goal, including Success measurement and Alignment, as applicable.

5. Instead of adding the goal directly, click Save as draft.

   

The goal is saved as a draft, allowing the goal details to be finalised before publishing.

How to publish a draft goal

Once the draft goal is ready, the goal can be published from the employee's profile.

1. Use the Search employees bar to find and open the respective employee profile.

   

2. Navigate to Performance > Goals.

   

3. Locate the required goal under My Goals. Draft goals are identified with a [DRAFT] label next to the goal name.

4. Click Publish against the draft goal.

   

5. The Publish Goal confirmation window appears. Click Confirm to proceed.

   

The draft goal is now published and will no longer appear with the [DRAFT] status.

Note: Before publishing, review the goal details and ensure that the goal is ready to be made active.