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Create and view an employee goal setting report

James Nixon
Updated
EH Content Team

Available for the following plan: Employment Unlimited
Available for the following HR classic plan: Platinum

Employment Hero 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, meaning 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 they will be more productive within their role.

The Employees with Goal Set Reporting feature allows you to create a report that you can use to analyse which of your employees have allocated goals (OKRs) within your organisation. 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 employee with goals set report will only show active goals in the chart and the drill through.

Getting started

Create a personnel with goals set 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 with goals set graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the personnel with goals set graph
  5. Filter the results based on the following information:
    • 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 with goals set graph.
    screenshot of graphs showing the three different areas of goal reporting, with a highlight on the personnel with goals set graph
  5. Filter the results based on the following information:
    • 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 company goal alignment reporting This feature allows you to create a report to see what individual and team goals align with your overall company goals.
  • 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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