Follow this guide to create, manage, and track goal measurements so you can clearly measure progress against employee goals in Humanforce HR.
Before you begin
You must have access to Goals in Humanforce HR.
The ability to view, create and edit goals is controlled via permission settings determined by your organisation. Speak with your System Administrator if you have questions or require additional access to Goals features.
Part 1: Understand goal measurement types
Goal measurements help you break a goal into clear, trackable outcomes. Each goal can include one or more measurements.
Humanforce HR supports two measurement types:
Action measurements
Target measurements
You choose the measurement type when adding a measurement to a goal.
Action measurements
Action measurements track the completion of a defined task or activity.
Examples include:
Attend a communication workshop
Develop an onboarding training manual
Read ‘A Brief History of Everything’
Once completed, the action is marked as done.
Target measurements
Target measurements track progress toward a numerical outcome.
Examples include:
Resolve 50 support tickets this quarter
Increase the customer satisfaction score from 7 to 10
Reduce the number of customer escalations from 9.2% to 4.2% of all customer support interactions
Each target measurement includes a starting value and a target value so progress can be recorded over time.
Part 2: Add an action measurement to a goal
Follow these steps to add an action-based measurement to a goal.
Open the employee profile.
Select the Goals tab.
Find and edit an existing goal or create a new goal.
Select Add Action.
Enter a clear description of the action.
Select Add.
The action appears as a card within the goal. Selecting the card marks the action as complete or incomplete.
Part 3: Add a target measurement to a goal
Follow these steps to add a numerical target measurement.
Open the employee profile.
Select the Goals tab.
Find and edit an existing goal or create a new goal.
Select Add Target.
Complete the following fields:
Name – The unit or item being measured.
Starting value – The initial value at the beginning of the measurement period.
Save the measurement.
The target measurement displays current progress against the defined target.
Part 4: Use increasing and decreasing target measurements
Target measurements can increase or decrease over time, depending on the outcome you want to achieve.
Increasing target measurements
Use an increasing target when the goal is to grow or improve a result.
Examples:
Generate 25 new leads per quarter
Increase Net Promoter Score from -10 to 30
Progress increases from the starting value toward the target value.
Decreasing target measurements
Use a decreasing target when the goal is to reduce a value.
Example:
Reduce the number of customer service complaints
In this scenario, the starting value is higher than the target value, and progress moves downward toward the target.
Additional information
Action measurements are best suited to binary outcomes where a task is either complete or incomplete.
Target measurements work best when progress can be quantified over time.
You can add multiple measurements to a single goal to track different aspects of success.
Creating and editing measurements depend on user permissions and role configuration.