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How to view, set up, and modify a goal

Updated

Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll
Available for the following HR plan: Platinum
Available for the following user access levels: Employee    , Manager    , Admin    

The Goals (OKR) feature allows you to create a new company, team, or individual goal and specify The Goals (OKR) feature enables you to set new company, team, or individual goals, define key results, and outline measurement methods for progress. You can edit existing goals and key results, manage comments, view the company goal alignment chart, and delete goals if necessary. If a goal is private and you do not have permission to view it, then it will not appear in the alignment chart. If the child goal of the private goals are made public, they also will not show.

  Interactive learning

Watch a video

Getting started

Add a goal and key result
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the   Add New button.
    Screenshot of where to click the add new button to add a new goal or okr 
  5. Complete the following fields:
    • Name.
    • Description.
    • Owner.
    • Due date.
    • Goal alignment.
    • Feed to alignment.
    • Goal type:
    • Visibility:
      • Everyone.
      • Group.
      • Participants.
  6. Click or drag a file onto the upload tile to add any required documents.
  7. Click the Continue button.
    addgoal.jpg
  8. Click the Add Key Result button.
    Screenshot of where to click the add key result button to add a new goal or okr 

  9. Complete the following fields:

    • Enter key results.
    • Owner.
    • Due date.
    • Choose one of the four metrics and complete the measurable fields:
      • Percentage.
      • Monetary.
      • Numerical.
      • Complete.

    Important

    Depending on which of the four metrics you choose for the key result, the measurable fields displayed will change.

    • Collaborators.
  10. Click the Save button.
    Screenshot of where to click the save button to add a new goal or okr 
Add a comment
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a comment added.  
  5. In the Comments field, enter the desired comment.

  6. Click the Comment button.

    Helpful Hint

    Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

    Screenshot of how to tag staff in a comment on a goal or OKR 

Add an emoji reaction
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs an emoji added. Screenshot of where to click on the goal that needs editing 
  5. Click the   button.
  6. Select the required emoji reaction.
    screenshot of the goal detail screen, highlighting an emoji reaction 
Copy a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click on the My Goals tab. 
  4. Click on the goal you want to copy.
  5. Click on the 3 dots in the top right-hand side of the goal tile.
  6. Click on Make a Copy.
  7. In the goal creation popup box, make any edits to the following copied goal fields:
    • Name
    • Description (optional)
    • Owner
    • Due date
    • Goal alignment (optional)
    • Goal type
    • Upload files - upload any related files from your computer
    • Visible to 
      copy goal modal highlighted 
  8. Click on Continue.
  9. In the next screen, select your Key Results. 
    copy key result highlighted 
  10. Click on Save. 

Daily activities

Search for a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click the Search Goals tab.

  4. Select the employee from the search list.

    Helpful Hint

    The search result will list all the goals that the employee is a part of; i.e. they can either be a goal owner, key result owner, or key result collaborator.

    Screenshot of how to search goals to view all staff and team goals 

View an archived goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click on Filter.
  5. Tick Include archived.
  6. Click on Apply.
View goal details via the Performance menu
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal you wish to view
    Screenshot of how to click on the you wish to view
View goal details via the My Dashboard feature
  1. Click the   Home menu.
  2. Within the Goals (OKR) widget, you can click the desired goal to view further details.
    Screenshot of how to view goals on your employment hero dashboard 
View company goal alignment
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click the Company Goal Alignment button.
    Screenshot of how to click on company goal alignment to view all staff and team goals 
  4. Click the   or   buttons to either expand or minimise the displayed goals.
    Screenshot of how to click on company goal alignment to view all staff and team goals 

Editing data

Edit a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs editing. 
  5. Click the   button.
  6. Click the   Edit button.
    Screenshot of how to click on the edit button of the goal or OKR that needs editing 
  7. Make the required changes.
  8. Click the Save button.
    editgoal.jpg
Edit a key result
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a key result edited.
    Screenshot of how to edit a key result in the goal or OKR 
  5. Click the   button.
  6. Click the   Edit button.
    Screenshot of how to edit a key result in the goal or OKR 
  7. Make the required changes.
  8. Click the Save button.
    Screenshot of how to save an edit of a key result in the goal or OKR 
Edit a comment
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a comment edited.
    Screenshot of how to edit a comment in a key result in the goal or OKR 
  5. Click the   button.
  6. Click the   Edit button.
    Screenshot of how to edit a comment in a key result in the goal or OKR 
  7. Make the required changes.

  8. Click the Save Changes button.

    Helpful Hint

    Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

    screenshot of showing the comment, highlighting the save changes button 

Update the status of a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs updating.
    Screenshot of where to click on the goal that needs editing to update the status a new goal or okr 
  5. Click the   button.
  6. Click the   Update Status button.
    Screenshot of where to click update status to update the status a goal or okr 
  7. Update the status of the goal.
  8. Click the Post Update button.
    Screenshot of where to click on post update to update the status a new goal or okr 
Update the status of a key result
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a key result updated. 
  5. Click the   button.
  6. Click the   Update Status button.
    screenshot of the goal detail screen, highlighting the three dots and update status buttons 
  7. Update the status of the key result.
  8. Click the Post Update button.
    screenshot of the update status popup, highlighting the post update button 

Removing data

Archive a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs archiving. Screenshot of how to click on a goal or okr that you wish to delete 
  5. Click the   button.
  6. Click the Archive button. Screenshot of where to click on archive to archive goal 
Bulk-archive a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Tick the checkbox in the top left-hand side of the goal to bulk-archive. Repeat as many times as you wish to bulk-archive the goals, or click on Select All. 
    click on view shift bidding groups button 
  5. Click on Archive.
  6. Add in your bulk-archive reason into the text box.
  7. Click on Archive.
Bulk-delete a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Tick the checkbox in the top left-hand side of the goal to bulk-delete. Repeat as many times as you wish to bulk-delete the goals, or click on Select All.
    click on view shift bidding groups button 
  5. Click on Delete.
  6. Add in your bulk-delete reason into the text box.
  7. Click on Delete.
Delete a comment
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a comment deleted.
  5. Click the   button.
  6. Click the   Delete button.
    screenshot showing the comments, highlighting the three dots and delete buttons for a comment 
  7. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delete button 
Delete a goal
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs deleting. 
  5. Click the   button.
  6. Click the   Delete button.
    screenshot of the goal detail screen, highlighting the delete button 
  7. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delet button
Delete a key result
  1. Click the   Performance menu option.
  2. Click the Goals submenu option.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a key result deleted. 
  5. Click the   button.
  6. Click the   Delete button.
    Screenshot of how to delete a key result that needs editing or deleting 
  7. Click the Delete button.
    Screenshot of how to delete a key result from the delete popup

Further Information

Explanation: Goal alignment

The goal alignment feature shows a point of relationship between each goal and shows why certain goals are important within your organisation. From a top-down approach, you can drill down from the company goal to see what certain groups and individuals are doing to achieve the overarching company goal within your organisation.

Meanwhile, from a bottom-up approach, it helps individuals understand the context behind why the specific goal they they are working through is important and how it aligns back to your organisation's overarching company goal.

Glossary: Sharing options
Everyone Everyone is the default setting used by all existing goals.
Participants Goal owner, key result owner, key result collaborators and their relevant managers (primary, secondary and indirect).
Groups Same permission as participants plus anyone that is also part of the group assigned to the goal.
Which goals have sharing options?
  Everyone Participants Teams
Company goal  
Group goal
Individual goal  

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