Goal progress reporting - HR Web Platform

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 Goals Progress Reporting feature allows you to create a report that you can use to analyse the headway being made by employees within your organisation on their allocated goals (OKRs). 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.

HR Best Practise

It is important to track how individual and team OKRs are affecting the progress of company OKRs. Therefore, managers, employees and teams should have regular check-ins to report progress and discuss roadblocks. You should hold everyone accountable for their part in achieving company OKRs and the reporting feature enables your businesses to identify OKRs that may be off track.

Helpful Hint

TThe Goals Progress report will show active goals by default in the chart, and once you drill down, you can filter for ended goals.

Availability

HR Plan:   Free   Standard   Premium   Platinum

Getting Started

Create a goal progress 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 Goals Progress graph.
    Goal_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Aligned to company goals.
    • Goal type.
    • Status.
    • Progress status.
    • Goal owners.
    • Date range.
    • Last activity.
  5. Click the Filter button.
    Goal_2.jpg

Maintain

View 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 Goals Progress graph.
    Goal_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Aligned to company goals.
    • Goal type.
    • Status.
    • Progress status.
    • Goal owners.
    • Date range.
    • Last activity.
  5. Click the Filter button.
  6. Click the View Goal button.
    Goal_3.jpg
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