HR platform: Reporting on which employees have set a goal

Overview

The HR platform uses the Objective, Key Results (OKRs) framework that focuses on transparent company, team, and employee goals. When using OKRs effectively, you will align and connect all your employees to your company goals, meaning your entire workforce will have visibility of the company goals and how their team and them as an individual can contribute towards this common purpose.

OKRs can also increase employee productivity by providing a clear focus on your organisational goals. If an individual knows exactly what they are aiming for and knows they will receive recognition for their efforts towards certain objectives, key results or company goals, then they will be more productive within their role.

The Employees with Goal Set Reporting feature allows you to create a report that you can use to analyse which of your employees have allocated goals (OKR's) within your organisation. You can also use this feature to view the in-depth details of a specific goal and its key results, such as who made what progress update, at what time, and any relevant comments.

Helpful Hint

The employee with goals set report will only show active goals in the chart and the drill through.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Creating an employee with goals set report
  1. Click the Reports menu.
  2. Click the Goals submenu.

    Helpful Hint

    You will now see an overview page that displays the three different areas of goal reporting.

  3. To access additional reporting, click on the Employees with Goals Set graph.
    OKR_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Employee.
    • Team.
    • Status.
    • Allignment.
  5. Click the Filter button.
    OKR_2.jpg

Maintain

Viewing the details of a goal
  1. Click the Reports menu.
  2. Click the Goals submenu.

    Helpful Hint

    You will now see an overview page that displays the three different areas of goal reporting.

  3. To view the details of a goal and any relevant key results, click on the Employees with Goals Set graph.
    OKR_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Employee.
    • Team.
    • Status.
    • Allignment.
  5. Click the Filter button.
  6. Click the View Goal button.
    OKR_3.jpg
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