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Create and view personnel alignment to company goals report as an admin

Available for the following plan: Employment Unlimited
Available for the following HR classic plans: Platinum
Available for the following user access level: Admin   

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 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.

Getting started

The below premise covers how to create an employee alignment to company goals report.

Create an employee alignment to company goals 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. Click on the Employee Alignment to Company Goals graph.
    Goals_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Employee.
    • Team.
    • Status.
    • Alignment.
  5. Click the Filter button.
    screenshot of where to click on the filter to view the goals 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. Click the Employee Alignment to Company Goals graph.
    Goals_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Employee.
    • Team.
    • Status.
    • Alignment.
  5. Click the Filter button.
  6. Click the View Goals button.
    screenshot of where to click on the filter to view the goals progress report

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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