Using the Goals Summary

Available for plans: Growth, Performance Module add on

The Goals Summary page within Keka HR's Performance module is a strategic tool designed to facilitate an organization's goal-setting process and progress tracking. This intuitive interface offers a comprehensive overview of all goals across various departments, enabling managers and employees to stay aligned and 

focused on their targets. 

Here’s a guide to understanding and utilizing the Goals Summary page.

TABLE OF CONTENTS

• Accessing the Goals Summary
• Features of the Goals Summary Page
• Weekly Goals Updates and Reminders
• Analyzing Departmental Goal Progress

Accessing the Goals Summary

To view the Goals Summary, go to the Performance (1), then click on Goals (2)  and you will be in the Summary (3) section. This section is pivotal for managers and HR professionals to assess and manage goal progression. 

Features of the Goals Summary Page

The Goals Summary page provides a detailed snapshot of the goal statuses within a specific timeframe, such as Q4-2023:

• Goals Data Points: Illustrated by a donut chart, it gives an immediate visual representation of the status of all goals, color-coded for quick reference.
• Not Started: This metric shows percentage of Goals awaiting initiation, highlighting potential areas for action.
• On Track: This metric shows percentage of goals progressing according to plan, reflecting well on departmental productivity.
• Needs Attention: This metric shows percentage of Goals that are not progressing as expected, signaling potential issues that might need addressing.
• At Risk: This metric shows percentage of Goals that are significantly behind, highlighting areas where intervention may be critical.
• Closed: This metric shows percentage of Goals that have been completed or concluded for the period.

Weekly Goals Updates and Reminders

The summary page allows for monitoring the frequency of goal updates. Managers can issue reminders to encourage employees to commence or update their goals, fostering a culture of accountability and continuous progress.

Upon clicking the "Remind (1)" button on the Goals Summary page, a pop-up window titled "Goals not started yet - Remind" appears. With the ability to filter by department, you can tailor your reminders to specific groups, fostering a targeted approach to goal management.

After selecting the employees you can click on Remind Employee option  

After clicking 'Remind Employee' an email notification will be triggered to the employee. 

To know more about configuring even triggers refer to our article Manage Event Triggers

The Keka platform also offers a reminder feature for employees with fewer than one set goal. As an admin, you have the convenience of reminding either the employees directly or their reporting managers, ensuring that all team members are actively engaged in setting and achieving their goals.

Analyzing Departmental Goal Progress

The page also breaks down the average progress of goals by departments through a bar graph, providing insights into departmental performance.

The "Goals Status - All Departments" chart offers a comprehensive overview of the progress across different departments within the organization. It visually displays the goals' status categories—Not Started, On Track, Needs Attention, At Risk, and Closed—allowing for a quick assessment of each department's progress and performance. This feature is crucial for identifying areas that require more focus or resources to meet the organizational objectives efficiently.

The 'Goals Summary' page is a powerful component of Keka's Performance Module. It serves not just as a reporting tool but as a strategic asset for performance management. It's designed to help organizations like yours create a structured and proactive approach to managing and accomplishing goals, ensuring alignment with broader business objectives and fostering a culture of continuous improvement and success.

Related Links:

Creating a new goal

Managing goal settings

Navigating the Administration Section of the Goals