Goal progress reporting | HR Web Platform

The HR 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.

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.

Availability

HR Plan:   Standard   Premium   Platinum
  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

The below premise will walk you through how to create a goals progress report.

Create a goals progress report
  1. Click the   Reports menu.
  2. Click the Goals Reports submenu.

    Helpful Hint

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

  3. To access additional reporting, click on the Goals Progress graph.
    screenshot of how to click on the goals progress graph to see a goals progress report
  4. 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.
  5. Click the Filter button.
    screenshot of how to click on the goals progress graph to see a goals progress report

Maintain

The below premise will walk you through how to view the details of a goal.

View the details of a goal
  1. Click the   Reports menu.
  2. Click the Goals Reports submenu.

    Helpful Hint

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

  3. To view the details of a goal and any relevant key results, click on the Goals Progress graph.
    screenshot of how to click on the goals progress graph to view the goal progress report
  4. 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.
  5. Click the Filter button.
  6. Click the View Goal button.
    screenshot of how to click on the view goals to view the goal progress report

Author recommended

So you have now run your goals report and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:

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