Goals and OKRs are important for a company to grow and for each person to get better at their job. Checking and making reports about these goals and OKRs helps us understand how well we're doing and how we can do even better.
Employee Goals and OKRs Reports play a vital role in evaluating, aligning, and strategizing employee efforts to ensure they are contributing meaningfully to the achievement of organizational objectives. They facilitate data-driven decision-making, foster transparency, and accountability, and drive a culture of continuous improvement within the organization.
Step 1- To access this feature, go to Reports and Analytics-> Performance ->Employee Goals and OKRs Report. The Employee Goals Screen will appear below.
Field |
Description |
Include |
Include goal information for current, current, and past or past employees only. |
Employee Name |
Enter the employee name or keep it blank if you want the report created for all employees. |
Job title |
Search based on the Job Title. |
Location |
Search based on the Location name. |
Sub Unit |
Search based on the subunit. |
Type |
Select the goal or objective. |
Level |
Select the Organization or individual. |
Priority |
Search based on the priority. |
status |
Search based on the status. |
To/From (Due Date) |
Search based on the date that has been set as the goal start date and completion date. |
Weight |
Enter the maximum and minimum value |
Completion |
Enter the maximum and minimum value |
Show only rows with filter values | This option is also enabled when selecting the "Show only rows with filter values" from the pop-up window. |
Step 2 - Click the 'Save as'
Field |
Description |
Report Name |
Enter the report name |
Select Folder |
Search based on the selected folder |
Make it Private |
This option is also enabled when selecting "Make it private" from the pop-up window. |
Step 3 - Click the 'Generate' and the report will appear below.
Step 4 - By clicking the button the user can 'Add chart' relevant fields after clicking this field.
Field |
Description |
Add Chart |
Select either a Bar Chart or a Pie Chart |
Group By |
Search based on the Group By |
Aggregate |
Search based on the Aggregate |
Aggregate Type |
Search based on the Aggregate Type |
Show Summary Table |
This option is also enabled when selecting the "Show summary table" from the pop-up window. |
Hide Detailed Date |
This option is also enabled when selecting the "Hide detailed date" from the pop-up window. |
Add to Dashboard |
This option is also enabled when selecting the "Add to dashboard" from the pop-up window. |
Add to Employee Dashboard |
This option is also enabled when selecting the "Add to employee dashboard" from the pop-up window. |
This bar chart or pie chart can be edited, downloaded, and deleted.
Step 5 - By clicking the button the user can 'Edit' relevant fields after clicking this field.
Step 6 - Click the "PDF" and "CSV" icons to download the 'Employee Goals and OKRs' information.