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Goals & Planning

Turn business priorities into clear employee goals.

Connect organizational priorities with employee goals, OKRs and KRAs, and build appraisal cycles around the way your organization evaluates performance. Give employees clarity on what matters while helping managers track progress throughout the performance cycle.

Goal cascadeFY26 · Company to individualAligned
Organization ObjectiveGrow recurring revenue 30% this yearLeadership
Department ObjectiveShip billing platform to enterprise tierEngineering
Team GoalCut release cycle to two weeksPlatform team
Individual GoalLead billing rewrite to GAAnanya Sharma
Goal Management

Give every goal a clear direction.

Create and manage employee goals, KRAs, targets, and responsibilities based on roles, teams, departments, and organizational priorities.

  • Roles
  • Teams
  • Departments
  • Organizational priorities
OKR managementCreate & assign goalsNew goal

Goal details

Lead billing rewrite to GA

TypeOKRRoleSenior EngineerTargetGA by 31 MarWeightage30%
OKRLead billing rewrite to GAAnanya S. · Engineering
KRACode quality above 90Platform team · Team
KPIRelease predictabilityRahul M. · Department
Goal trackingH1 FY26 · EngineeringCycle open
Not StartedIn ProgressOn TrackCompleted
Lead billing rewrite to GAAnanya S. · due 31 MarOn Track78%
Cut release cycle to two weeksPlatform team · due 28 FebIn Progress45%
Mentor two engineersAnanya S. · due 30 AprCompleted100%
Publish service catalogueRahul M. · due 15 MayNot Started0%
Goal Tracking

Goal Tracking

Track employee goal progress throughout the performance cycle and give managers visibility into what is on track, in progress, or needs attention.

  • Not Started
  • In Progress
  • On Track
  • Completed
Goal Alignment

Goal Alignment

Connect individual employee goals with team and organizational objectives for better alignment across your workforce.

Organization Objective

Grow recurring revenue 30% this year

Leadership

Department Objective

Ship billing platform to enterprise tier

Engineering

Team Goal

Cut release cycle to two weeks

Platform team

Individual Goal

Lead billing rewrite to GA

Ananya Sharma

Every individual goal rolls up to the objective above it.

KRA managementSenior Engineer · H1 FY26Weightage 100%
KRAExpected outcomeWeightProgress
DeliveryBilling rewrite live for enterprise tier30%On track
Code qualityQuality score above 9025%Achieved
ReliabilityRelease predictability above 95%25%At risk
MentoringTwo engineers ramped to mid-level20%On track
KRA Management

Measure what matters to each role.

Define and track Key Result Areas (KRAs) to evaluate performance against the responsibilities and outcomes expected from each role.

  • KRA
  • Expected outcome
  • Weightage
  • Progress
  • Status
Appraisal Management

Build performance reviews around your organization.

Flexible Performance Appraisal

Every organization has its own way of evaluating employee performance. CollectivWork Performance Appraisal Software allows HR teams to structure review cycles, forms, ratings, workflows, and assessments around their requirements.

Manage:

  • Annual performance reviews
  • Quarterly performance reviews
  • Half-yearly appraisals
  • Self-appraisals
  • Manager reviews
  • Peer reviews
  • Performance ratings
  • Review workflows
  • Custom review forms

Build a Performance Appraisal System around the way your organization evaluates performance.

Annual performance reviewsQuarterly performance reviewsHalf-yearly appraisalsSelf-appraisalsManager reviewsPeer reviewsPerformance ratingsReview workflowsCustom review forms

One configured appraisal cycle

Configure Goals & Appraisals Around Your Organization

Your performance process. Your way.

CollectivWork gives you the flexibility to configure your Performance Management System around your organization's requirements.

Customize:

  • Goals and KRAs
  • Rating scales
  • Review cycles
  • Performance forms
  • Approval workflows
  • Performance parameters
  • Employee groups

Goals & KRAs

Weightage and targets

Rating scales

Your own scale and labels

Review cycles

Forms, workflows and groups

Performance scorecardAnanya Sharma · H1 FY26
Goals & KRAs82%Rating90%Review cycle74%
Goals for Employees & Managers

Give employees visibility into their goals.

With Employee Self-Service, employees can stay connected with their own performance journey.

Employees can:

  • View assigned goals
  • Track goal progress

Give managers clearer visibility into goal progress.

Managers can:

  • Track team goals
  • Review employee progress
My goalsAnanya Sharma · H1 FY26Self-service
Lead billing rewrite to GAOn track78%
Code quality above 90Achieved92%
Mentor two engineersOn track85%
FAQs

Goals, KRAs and appraisals, questions answered.

How performance management software handles employee goals, OKR management, KRAs and appraisal cycles.

Goals & Planning

Turn goals into measurable progress.

Connect employee goals, KRAs and appraisal planning through one configurable performance management system.