To set and manage individual objectives for your team, go to the My Team (1) section and click on Performance (2). Go to the Manage Objectives (3) tab. Under Manage Objectives, you will be directed to No or Fewer Objectives.

In this article, we will discuss all the features available in this section. Please note that not all features may be visible to you as their visibility depends on your organization's policies.

Here, at the top of the page you are presented with a toggle to switch between Direct Reports and Indirect Reports. A direct report is an employee that works directly below you in the organization, often referred to as a subordinate. An indirect report, in contrast, reports to your own direct report. In other words, indirect reports are employees who work under you but report directly to your own direct report.

Click on the + Add Objectives button to start creating and adding objectives to your team members.

Adding objectives

To start adding an objective, first click on Time Frame (1), a drop-down will open all available time frames, select a time frame to continue.

Now click on + Add Objectives (2).

A dropdown will open with two available options.

There are two methods to add a new objective: you can start from scratch or from adding templates.

Method 1: starting from scratch

From the drop-down window, click on Add Objectives.

An overlay window will pop up. You can state your objective under What do you want to achieve? (1). Additionally, you can add tags to help you categorize all your objectives. Now, in the +Add description (2) text box, you may choose to type in more details about the same.

Now, click on the Metric type (3) drop-down and decide how you want the progress of your objective to be measured, i.e. as a percentage, or as completed/not completed, or user-defined. You can also add the Start Value and Target Value.    

Type in the name of the employee within your team who you want the given objective to be attached to, under Who is the owner? (1).

If you want the newly added objective to be reviewed, check the box against Include in review (2).

You will see the visibility options a the top right-hand corner of the window. Under ‘Visible To:’(3), you can choose between Everyone and Only Managers. 

You can click on + Add Key-result (4) to tie your objective into a key result before clicking on Publish to send your newly added objective for approval. Alternatively, you can click on Save As Draft to continue at a later time.

On clicking + Add Key-result, you will have further configuration options available to you. Under "What specific result are you aiming to achieve?" (1), type in the key result you target through your new objective. If you wish to, you can add more details by clicking on +Add description (2).

You can click on the Metric type (3) drop-down and decide how you want the progress of your key result to be measured. You can also add the Start Value and Target Value.

The Start date - End date (1) displays the time frame you have already chosen during setting up the initial objective, if you wish to, you can edit the time frame for the particular key result over here.

Now, you can select + Add Key-result (2) again if you wish to add more key results.

If you wish to save your progress, click on Save As Draft (3), or once you have finished configuring the key results, click on Publish (3).

Method 2: Starting from adding templates

To add new objectives, from the drop-down window, click on Add from Templates.

A new window will open up with the available templates. You can select the relevant category from the available options under KEKA TEMPLATES (1) and select the desired template (2) with the relevant key results by clicking Add.

If your organization has created custom objective templates, these will be under the Custom Templates heading in the left pane along with the Keka templates. 

Now, the Create Objective page will open up with all the relevant details including key results filled in automatically as per the chosen template.

You can make any desired changes if needed and click on Save As Draft if you wish to save your progress and continue configuring at a later time, or once you have finished configuring, click on Publish.

Aligning objectives

Objectives or goals do not exist in isolation. Most of the objectives that you have will be aligned with a larger objective at a team level or an organization level. Keka allows you to align the objectives you have added with these larger goals as you wish. 

If an objective is aligned with another objective as a child objective, then the progress on the child objective will contribute to the progress on the parent objective too. 

To align one objective to another, go to the My Team (1) section, then go to Performance (2) and click on Team Objectives (3).

Here, you can choose between Direct Reports and Indirect Reports (4) and then search for the particular employee in the list of employees (5).

Choose the desired Objective (1) from the available objectives, click on the three dots (2) next to the objective, and select Align Objective (2) from the drop-down.

On the Align Objective window, you can see the various objectives that have been configured at the department or organization level. Select the objective (1) you want the individual objective to be aligned to and then click on Save (2).