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  4. Goals

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How to view, set up, and modify a goal

Declan Manning
Updated

Available for the following plan: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following user access levels: Employee    , Manager    , Admin    

 

What are OKRs? Objectives and Key Results (OKRs) are a collaborative goal-setting framework used by teams and individuals to set ambitious goals with measurable results. Using OKRs helps align your organization, track progress, and create transparency around what matters most.

The Goals (OKR) feature allows you to create a new company, group, or individual goal. The Goals (OKR) feature enables you to set new company, group, or individual goals, define key results, and outline measurement methods for progress. You can edit existing goals and key results, manage comments, view the company goal alignment chart, and delete goals if necessary. If a goal is private and you do not have permission to view it, it will not appear in the alignment chart. Any sub-goals of private goals remain hidden, even if made public.

Getting started

Add a goal and key result
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the Add New button.
  4. Fill in the following fields:
    • Name.
    • Description.
    • Owner.
    • Due date.
    • Goal alignment.
    • Feed to alignment.
    • Goal type:
      • Individual.
      • Group:
        • Select group.
      • Company.
    • Visibility:
      • Everyone.
      • Group.
      • Participants
  5. Click or drag a file onto the upload tile to add any required documents.
  6. Click the Continue button.
  7. Click the Add Key Result button. ( Who can edit? Goal owners and Key Result owners can edit their respective entries. Admins have full editing rights across all organizational goals.)

  8. Fill in the following fields:

    • Enter key results.
    • Owner.
    • Due date.
    • Choose one of the four metrics and fill in the measurable fields:
      • Percentage.
      • Monetary.
      • Numerical.
      • Complete.

    Important

    Depending on which of the four metrics you choose for the key result, the measurable fields displayed will change.

    • Collaborators.
  9. Click the Save button.
     
Add a comment
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs a comment added.
  4. In the Comments field, enter the desired comment.

  5. Click the Comment button.

    Helpful Hint

    Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

Add an emoji reaction
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs an emoji added.
  4. Select the required emoji reaction.
     

Daily activities

Search for a goal
  1. Go to Performance > Goals
  2. Click the Search Goals tab.

  3. Select the employee from the search list.

    Helpful Hint

    The search result will list all the goals that the employee is a part of; i.e. they can either be a goal owner, key result owner, or key result collaborator.

View goal details via the Performance menu
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal you wish to view
     
View goal details via the My Dashboard feature
  1. Click the Home menu.
  2. Within the Goals (OKR) widget, you can click the desired goal to view further details.
     
View company goal alignment
  1. Go to Performance > Goals
  2. Click the Company Goal Alignment button.
  3. Click the buttons to either expand or minimise the displayed goals.
     

Editing data

Edit a goal
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs editing.
  4. Click the Edit button.
  5. Make the required changes.
  6. Click the Save button.
     
Edit a key result
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs a key result edited.
  4. Click the Edit button.
  5. Make the required changes.
  6. Click the Save button.
     
Edit a comment
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs a comment edited.
  4. Click the Edit button.
  5. Make the required changes.

  6. Click the Save Changes button.

    Helpful Hint

    Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

Update the status of a goal
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs updating.
  4. Click the Update Status button.
  5. Update the status of the goal.
  6. Click the Post Update button.
     
Update the status of a key result
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs a key result updated.
  4. Click the Update Status button.
  5. Update the status of the key result.
  6. Click the Post Update button.
     

Removing data

Archive a goal
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs archiving.
  4. Click the   button.
  5. Click the Archive button.
Delete a comment
  1. Click the Performance menu.
  2. Click the Goals submenu.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a comment deleted.
  5. Click the  Delete button.
     
Delete a goal
  1. Go to Performance > Goals
  2. Click either the My Goals or Company Goals tab.
  3. Click the goal that needs deleting.
  4. Click the Delete button.
     
Delete a key result
  1. Go to Performance > Goals
  2. Click the Goals submenu.
  3. Click either the My Goals or Company Goals tab.
  4. Click the goal that needs a key result deleted.
  5. Click the Delete button.
     

Further Information

Visibility & Tracking

  • Search: Go to Performance > Goals > Search Goals to find goals by employee name.

  • Dashboard: On your Home menu, use the Goals (OKR) widget for a quick view of your active tasks.

     

Explanation: Goal alignment

Goal alignment allows you to connect this goal to higher-level company goals to show how individual or team objectives contribute to the organizationFrom a top-down approach, you can drill down from the company goal to see what certain groups and individuals are doing to achieve the overarching company goal within your organization. 

Meanwhile, from a bottom-up approach, it helps individuals understand the context behind why the specific goal they are working through is important and how it aligns back to your organization's overarching company goal.

Glossary: Sharing options
Everyone Everyone is the default setting used by all existing goals.
Participants Goal owner, key result owner, key result collaborators and their relevant managers (primary, secondary and indirect).
Groups Same permission as participants, plus anyone who is also part of the group assigned to the goal.
Which goals have sharing options?
  Everyone Participants Groups
Company goal  
Group goal
Individual goal  

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