Available for the following plan: Plus, Elite, Unlimited
Available for the following HR classic plan: Platinum
Available for the following user access levels: Manager, Admin
The 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'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 lets you create a report to look at how employees in your company are doing on their goals (OKRs). You can also use this feature to see the full details of a specific goal and its main results. Such details include who made what progress update, when they did it, and what important comments apply.
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.
Getting started
The below premise will walk you through how to create a goals progress report.
- Click the Reports menu.
-
Click the Goals Reports submenu.
Helpful Hint
You will now see an overview page that displays the three different areas of goal reporting.
- To access additional reporting, click on the Goals Progress graph.
- Chose from the following filters to refine the displayed data:
- Aligned to company goals.
- Goal type.
- Status.
- Progress status.
- Goal owners.
- Date range.
- Last activity.
- Click the Filter button.
Maintain
The below premise will walk you through how to view the details of a goal.
- Click the Reports menu.
-
Click the Goals Reports submenu.
Helpful Hint
You will now see an overview page that displays the three different areas of goal reporting.
- To view the details of a goal and any relevant key results, click on the Goals Progress graph.
- Chose from the following filters to refine the displayed data:
- Aligned to company goals
- Goal type
- Status
- Progress status
- Goal owners
- Date range
- Last activity
- Click the Filter button.
- Click the View Goal button.
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.
- Employee company goal alignment reporting This feature allows you to create a report on the individual and team goals in alignment with your overall company goals.