Employer recordObjectives Record
Keeps the facts, decisions and supporting context for set objectives / kpis together in one employer record.
PerformanceProduction
Set useful objectives and KPIs that connect individual work to the role.
ProductionReady for self-serve use 10-15 minutesOpen the secure guided flow from this hero.
Set role-aware objectives or KPIs and retain the record for future reviews. See how employee objectives, KPI setting and the employer record fit together before choosing the next step.
Guidance focused on set objectives KPIs Set Objectives / KPIs action record clearly identified Facts, decisions and next steps kept together Available through the secure guided action flow
1,873Role-specific contract paths
GuidedHR Action journeys
40Industries supported
UK-focusedEmployment guidance
Secure payments by Stripe Data handling controlsUK employment contextClear product and advice boundaries
A clear process
How Set Objectives / KPIs works
Move from the first facts to a retained employee record without losing the thread.
- 1Start the set objectives KPIs record
Open the guided Set Objectives / KPIs flow for the relevant employee.
- 2Add the relevant facts
Record the dates, people and context needed for the Set Objectives / KPIs process.
- 3Review the Set Objectives / KPIs action record
Check the prepared wording, dates and decision record before anything is issued.
- 4Issue or record the outcome
Complete the action and retain the outcome against the employee.
- 5Keep the case history
Return to the workspace for documents, timeline events and follow-up actions.
What you'll have at the end
Objectives and review arrangements the employee can act on
HRHeaven brings objectives record, objectives review checklist, objectives and review summary together so you can review the case, share the right document and retain the employee record with the next steps clear.
Employer recordObjectives Review Checklist
Turns the objectives review into practical steps the employer or manager can work through.
Employee documentObjectives and Review Summary
Gives the employee a clear written record of the objectives and review summary and the next steps agreed by the employer.
Facts, objectives record and follow-up activity remain linked to this set objectives / kpis matter.
Check and approve the wording before a letter, response or outcome is sent to the employee.
Retain the completed file and its timeline so the next decision starts with the right context.
Everything you create is securely saved in your HRHeaven account. You stay in control of what's shared and when.
Preview the documents
See what your completed Set Objectives / KPIs file can include
These previews are taken from HRHeaven's approved synthetic quality corpus. They show the structure and presentation of documents prepared through this HR Action. Your completed file will use the facts and decisions recorded in your own case.
Employee documentObjectives and Review Summary
Gives the employee a clear written record of the objectives and review summary and the next steps agreed by the employer.
Synthetic preview - approved Prompt 201 quality corpusView sample PDFEmployer recordObjectives Record
Keeps the facts, decisions and supporting context for set objectives / kpis together in one employer record.
Synthetic preview - approved Prompt 201 quality corpusView sample PDFEmployer checklistObjectives Review Checklist
Turns the objectives review into practical steps the employer or manager can work through.
Synthetic preview - approved Prompt 201 quality corpusView sample PDFThe wider platform
Relevant HRHeaven capabilities for Set Objectives / KPIs
The page highlights only the platform capabilities most relevant to this action.
AI GuidancePrompts stay focused on the facts and decisions relevant to this HR situation.
Employee RecordsThe action history remains connected to the relevant employee record.
Organisation MemoryRelevant organisational context supports more consistent future people decisions.
Employee TimelineKey activity, decisions and review points remain visible in chronological order.
Secure Document StoragePrepared records remain available from the employer workspace after completion.
Suitability and boundaries
Know when this HR Action is the right fit
When to use it
Use this page when an employer needs to understand or manage set objectives KPIs and wants a clearer record of the facts, decisions and next steps.
What to prepare
Prepare the relevant dates, employee details and existing records. Useful context may include employee objectives, KPI setting, performance goals.
When advice may be appropriate
This provides structured process and record support, not legal representation or a guaranteed employment outcome.
Current availability
Production. Ready for self-serve use.
Related HR Actions
Useful next and nearby actions
Each card keeps its own real availability state and links to its public information page.
Production
View action Performance Review
Run a structured performance review with notes, objectives and outcome tracking.
Production
View action Conduct Regular 1:1 Review
Record a regular manager 1:1 with notes, actions and follow-up tasks.
Production
View action Update Job Role / Responsibilities
Plan and record a role or responsibility change with role-intelligence prompts.
Frequently asked questions
Set Objectives / KPIs questions
When should an employer use Set Objectives / KPIs?
Set role-aware objectives or KPIs and retain the record for future reviews. Use it when the facts match this specific HR situation and the employer needs a clear process record.
What records are associated with Set Objectives / KPIs?
Set Objectives / KPIs action record. Available case features depend on the completed action definition and the information supplied.
What should I prepare for Set Objectives / KPIs?
Prepare the relevant dates, employee details, existing correspondence and workplace records. Useful context includes employee objectives, KPI setting, performance goals.
Can I add evidence to Set Objectives / KPIs?
This action does not require evidence upload to understand the page. Keep any supporting notes factual, relevant and proportionate.
Can I start Set Objectives / KPIs now?
Yes. Use the primary start button to open the secure guided flow. Single-action access starts from £4.99, and eligible use may also be covered by HR Actions Unlimited. Current status: Production - Ready for self-serve use.
Does Set Objectives / KPIs replace legal advice?
No. HRHeaven provides structured process and record support. Take specialist advice where the facts involve dismissal risk, discrimination, whistleblowing, disability, pregnancy, contested evidence or another complex legal issue.
Your case stays alive. Return anytime with new employee feedback or updated answers, additional evidence or documentation, and revised decisions or follow-up meetings. We keep the history connected and update your outputs accordingly.
Ready to begin?
Ready to begin Set Objectives / KPIs?
Open the secure guided flow and keep the action, outputs and follow-up history connected.
Guidance focused on set objectives KPIs Set Objectives / KPIs action record clearly identified Facts, decisions and next steps kept together