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How to set, monitor, edit and delete target values for your HR metrics.
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Overview
Setting clear targets is essential for improving organizational performance, including in people operations. In People Analytics, you can set target values for HR metrics and receive periodic reports to measure and track progress towards achieving specific goals.
Set new targets
Target-setting is available for the majority of HR metrics within your Story. You can set multiple targets for each metric. You can also either set targets for the entire organization or for a specific part of it, by applying filters to your data.
To set a target:
Navigate to the specific HR metric for which you want to set a target
If target-setting is available for that metric, you will see a Targets label at the bottom of the metric
Optional: to set a target for a specific subset of your organization, apply filters to the metric.
Click the Targets label to access the target-setting parameters.
Click Add target
Use the slider to set your target value (or type it in).
The target value will be indicated on the graph as a horizontal dashed line
Click the calendar icon and select a due date for reaching your target
Specify how frequently you want to receive email updates: weekly, monthly, or quarterly.
Click the Add Target to save your settings.
Edit existing targets
To change the parameters of an existing target:
Click the Target label
Locate the target in the table view and click Show in Chart
This will reveal the target configurator
Show in Chart will also automatically apply or remove filters in order to show the data subset relevant to the target you are editing
Edit the parameters and click Update Target
Delete existing targets
To remove an existing target altogether:
Click the Target label
Locate the target in the table view and click the delete icon on the right-hand side
Email notifications
The status updates about the progress toward your designated targets will include the following information:
A percentage-based measurement of how much the observed metric has changed since the previous status update.
An estimate of whether or not you will meet your target by the specified deadline, based on the current rate of progress.
Why set targets?
Setting targets allows you to define clear goals and track progress towards achieving them.
By regularly monitoring progress towards your targets, your organization can make informed decisions and take action to improve performance, ultimately leading to better business outcomes.
The target-setting functionality within People Analytics simply provides a more convenient way to help keep your team accountable and on track.
🚇 Additional resources and next steps
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