Conducting a Goal Audit Using Goal Analytics

As part of performance conversations or regular reporting, businesses may wish to conduct a comprehensive audit of all goals across the organisation. The Goal Analytics section in Humanforce HR makes this process straightforward by offering visibility into goals by leader and team, highlighting employees without goals, and reporting on goal statuses.

This article outlines how to extract this data from the system efficiently.

This article covers:

• Viewing current individual goals by leader and team
• Identifying individuals without recorded goals
• Reporting on goal status (e.g. Started, Completed, Archived)
• Exporting raw data for deeper analysis
• Filtering out former employees from reports
• Understanding Goal Visibility in Date-Filtered Reports

Viewing Current Individual Goals by Leader and Team

✅ Leaders with direct reports can view their team’s active goals through the Team’s Active Goals Overview, located on their dashboard.

📘 What is an active goal?
An active goal is one that has been created and is still open — meaning it hasn’t been completed, archived, or deleted. These goals are actively tracked in analytics and are included in performance compliance reporting.

This dashboard provides real-time visibility over all goals within their reporting line, supporting coaching, alignment, and accountability in performance conversations.

This dashboard provides real-time visibility over all goals within their reporting line, supporting coaching, alignment, and accountability in performance conversations.

Identifying Employees Without Goals

To determine which individuals currently do not have any goals recorded, follow these steps:

1. Go to Analytics > Goal Compliance report.
2. This report shows how goals are distributed across individuals in the business.
3. Click the "Goal Name" column header to sort the list.
   • 
4. Use the table view to look for:
5. Blank entries in the "Goal Name" column, or
6. A Goal Count of 0.
7. Export the report (see below) and sort to quickly identify missing entries.

🔎 Note: Individuals with no goals will appear with empty cells in the Goal Name or Goal Count fields.

Additional Tip:
Greyed-out rows in the Goal Compliance data table can help clarify which employees do not currently have active goals. For example:

• If a user has completed all their goals, they will appear with a goal count of 0 in a greyed-out row.
• If they’ve never had any goals created, they will also appear in this list.

You can further sort or filter the “Goal Count” column to bring zero-goal entries to the top, helping you quickly identify gaps.

For added clarity, export the report and include the Employee Status column. This allows you to:

• Remove terminated/inactive staff from your dataset.
• Focus on active employees with no current goals.

Reporting on Goal Status

To see the status of goals across the business (e.g. Started, Completed, Archived):

1. Navigate to Analytics > Goal Performance report.
2. Use this report to filter or break down goals by:
   • Progress
   • Completion status
   • Category or department

These metrics are helpful for aligning outcomes with pay decisions and leader KPIs.

Exporting & Analyzing Goal Data

For more detailed filtering and analysis:

1. Go to any Goals-related analytics report.
2. Apply date range filters if needed.
3. Click the Raw Data icon (📊 table icon, bottom right).
4. In the Export Settings (⚙️ Cog icon):
   • Select relevant columns such as:
     • Employee Name
     • Goal Name
     • Employee Status
     • Business Unit
     • Goal Count
5. Export the dataset and use spreadsheet tools to:
   • Sort or filter by blank Goal Names
   • Identify duplicates or overlaps
   • Segment by department or leader

Filtering Out Former Employees

To remove individuals who are no longer part of the business:

1. Ensure your raw data export includes the column:
   Job > Employee Status
   • 
2. In your exported data, filter out rows where the status is set to:
   • Terminated
   • Inactive
   • Or other custom offboarding statuses

This ensures the audit only includes current staff and avoids skewing your compliance reporting.

Understanding Goal Visibility in Date-Filtered Reports

When reviewing goal compliance, it’s important to understand how date ranges affect which goals appear as “active” in analytics. A common reason for discrepancies (e.g. employees showing 0 active goals despite having some) is that goals are only counted if their start date falls within the selected date range.

For example, if a goal begins on 21/02/2025, and your report is filtered to show results from 27/02/2025, that goal will not appear — even though it technically exists and is in progress.

Tip:
If you're unsure whether a goal should appear, try adjusting your date range to start before the goal’s creation date (e.g. 20/02/2025) and re-run the report. This will help determine whether the absence is due to filtering or data setup.

This is especially useful during performance reviews or audits where goal start dates may straddle reporting boundaries.

Additional Resources

• Understanding Goals
• Goal Analytics Overview
• Viewing and Updating Goal Progress