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Create and view a goal progress report

Updated

Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll,
Available for the following HR plan: Platinum
 

The Employment Hero 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's goals. Meaning your entire workforce will have visibility of the company's 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 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

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

The table below shows which user access levels (employee, manager and admin) can create and view the goal progress report.

User Access: Employee       Manager       Admin       

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Create a goals progress report
  1. Click the  Reports menu.
  2. Click the Performance tab.

  3. Click the Goals Reports box.
    screenshot of the reports menu, with a highlight on the performance tab and goals reports box 

    Helpful Hint

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

  4. Click on the Goals progress graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the goals progress 
  5. Filter the results based on the following information:
    • Aligned to company goals.
    • Goal Type.
    • Status.
    • Progress Status.
    • Goal Owner.
    • Due Date.
    • Last Activity.
  6. Click the Filter button.
    screenshot of the goals progress page, with a highlight on the filter button 

Data management

View the details of a goal
  1. Click the  Reports menu.
  2. Click the Performance tab.

  3. Click the Goals Reports box.
    screenshot of the reports menu, with a highlight on the performance tab and goals reports box 

    Helpful Hint

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

  4. Click on the Goals progress graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the goals progress 
  5. Filter the results based on the following information:
    • Aligned to company goals.
    • Goal Type.
    • Status.
    • Progress Status.
    • Goal Owner.
    • Due Date.
    • Last Activity.
  6. Click the Filter button.
  7. Click the View goal button.
    screenshot of the goals progress page, highlighting the filter and view goal buttons 

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