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Create and view personnel alignment to company goals 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 goals. This means your entire workforce will have visibility of the company 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 your employee can be more productive within their role.

The Employee Alignment to Company Goals Reporting feature allows you to create a report that you can use to analyse what individual and team goals within your organisation have alignment with your overall company goals. 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.

Helpful Hint

The report will only show active goals in the chart and when you filter the data.

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 personnel alignment to company goals 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 Personnel alignment to company goals graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the personnel alignment to company goals graph 
  5. Chose from the following filters to refine the displayed data:
    • Personnel.
    • Team.
    • Status.
    • Alignment.
  6. Click the Filter button.
    screenshot of the personnel report 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 Personnel alignment to company goals graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the personnel alignment to company goals graph 
  5. Chose from the following filters to refine the displayed data:
    • Personnel.
    • Team.
    • Status.
    • Alignment.
  6. Click the Filter button.
  7. Click the View Goals button.
    screenshot of the personnel report page, highlighting the filter and view goals buttons 

Explore related content

  • Employee goal setting report This feature allows you to create a report on which of your employees have allocated goals (OKRs) within your organisation.
  • Goal progress reporting This feature allows you to create a report on the headway made by employees within your organisation on their allocated goals (OKRs).
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