Can we update goals in bulk?

Overview

Yes, you can update goals in bulk in Keka. There are two ways to do it, depending on who is updating and how many goals are involved:

• Bulk check-in: Employees update progress, status and notes for several goals in one timeframe from a single screen.
• Import goal progress: Admins update progress for many goals together by importing it from Manage Goals.

Prerequisites

• Ensure the goals you want to update are available in an active timeframe.
• To import progress, ensure you have access to Goals > Manage Goals.
• Keep the updated progress values ready before you start.

Update goal progress using Bulk check-in

Use this method to update progress for multiple goals in a timeframe without opening each goal separately.

1. Go to Performance > Goals and open the Me tab.
2. Under My Goals, locate the timeframe whose goals you want to update, for example Q3-2026.

3. Click the Bulk check-in icon next to the timeframe's progress.

   

4. On the Bulk check-in screen, review the goals listed for the timeframe, along with their current progress.
5. For each goal, enter the updated progress value.
6. Select the Status for each goal, such as On track or Not started.
7. Add a Note to explain the update, if required.

8. Click Check-in.

   

9. Read the Bulk Update Progress message and click Confirm.

   

Click Cancel at any point to leave without saving your updates.

Understanding how progress is calculated

The Bulk Update Progress message explains how bulk updates affect parent goals and sub-goals:

• When sub-goals have updated current values, their progress is automatically rolled up and reflected in the parent goals.
• Tasks are updated independently. They do not contribute to the progress of the parent goal or sub-goal.
• If you update progress directly at the goal level, that value takes priority over any progress rolled up from sub-goals.

Note: Decide whether to update a goal directly or through its sub-goals. A progress value entered directly on the goal overrides the rolled-up value from its sub-goals.

Update goal progress using Import

Admins can also update progress for many goals together by importing it.

1. Go to Performance > Goals > Manage Goals.
2. Click the drop-down arrow next to Import goals.
3. Select Import goal progress.
4. Follow the on-screen instructions to import the progress details.

Need to update progress for many goals at once? Click here to learn in details how to bulk import goal progress in Keka.

Other import options

The Import goals drop-down also includes options to import other goal data in bulk:

Important Notes

• Use Bulk check-in to update the progress, status and notes of goals in a timeframe in one place.
• Use Import goal progress from Manage Goals to update progress in bulk through an import.
• Progress updated on sub-goals rolls up to the parent goal automatically.
• Progress entered directly on a goal takes priority over progress rolled up from its sub-goals.
• Tasks are updated independently and do not affect the progress of goals or sub-goals.
• Review the values before you click Confirm.

Conclusion

Bulk check-in and the import options let you keep goal progress up to date without updating each goal one by one. This saves time and keeps progress consistent across goals, sub-goals and their parent goals