Using Goal Templates for Effective Goal Setting

Available for plans: Growth, Performance Module add on

Goal Templates in  Performance module offer a structured approach to creating and managing goals across the organization. They provide a set of predefined goals that can be tailored to different roles or departments, ensuring consistency and clarity in expectations.

TABLE OF CONTENTS

• Accessing the Goals Templates
• Benefits of Using Goal Templates

Accessing the Goals Templates

To view the Goals templates, go to the Performance (1), then click on Goals (2)  and then click on the Goal Template (3) section.

Customizable Categories: Goal templates are categorized for ease of use. For instance, there may be a category for "Intern" with specific goals like "Increase sales," ensuring relevant goal-setting for different job roles.

To create a category click on +Add Category

In the pop up window enter the Category, Description(1) and click on Update(2)

Adding a new goal within a template is straightforward, which can include defining sub-goals to break down larger objectives into manageable tasks.

The "Add Goal" section within the "Goal Templates" allows administrators to create structured objectives that can be applied across various roles within the organization. After entering all the necessary details for adding the goal. The Save(1) button finalizes the goal creation, while the Save & Add Sub-goal(2) option allows you to immediately proceed to define sub-goals related to the main goal, facilitating a top down structure of goal setting which is essential for detailed and organized performance management.

Benefits of Using Goal Templates:

• Time-saving: Templates reduce the time spent on creating goals from scratch, allowing managers to quickly assign standardized goals to team members.
• Consistency: Ensures that all employees within the same role or department are working towards the same objectives, providing a uniform measure of performance.
• Flexibility: While templates offer a standardized approach, they also allow for customization to meet the unique needs of different teams or departments.
  
  

For further assistance or if you have any questions about goal templates within Keka HR, please don’t hesitate to reach out to the support team for guidance.

Related Links:

Creating a new goal

Managing goal settings

Navigating the Administration Section of the Goals