Bring your OKRs into sync with progress tracking, performance reviews, and IDPs. With the new Objective Cycles, all objectives are grouped into shared timeframes, making it easier to keep everyone aligned - whether it’s a department, team, or the whole company. You can now set OKRs using both bottom-up and top-down approaches, ensuring flexibility in how goals are created and cascaded.
The setup wizard helps you define cycles with clear cadences, visibility, and approval rules, so goals are never set in isolation but always connected to your company’s performance rhythm.
❗Note: We're rolling out this feature gradually. If you’d like to test it, please contact us at support@peopleforce.io
Create a new cycle
Create a new cycle
1. Navigate to the Cycles page
Go to Performance → Objectives → Cycles and click + New cycle to start.
2. Set basic details (Details tab)
Name your cycle (e.g., Q4 Marketing).
Add a description (e.g., Drive brand awareness, generate high-quality leads, and support sales goals in Q4).
Select the cycle duration (e.g., Quarterly).
3. Configure settings (Settings tab)
Visibility – Decide who can view objectives in this cycle:
Public – Visible to everyone in the organization.
Participants only – Visible only to cycle participants.
Objectives alignment – Decide how objectives are created:
Bottom-up approach – All participants can create their own objectives, which can then align upward to department or company goals.
Top-down approach – Only managers and administrators can create objectives, which are then assigned or cascaded to participants.
Participants – Choose who will be involved in this cycle:
Select criteria such as Department → Includes → Marketing.
Add more conditions if needed by clicking + Add condition.
Review the participant count shown below the conditions (e.g., 1 person meets the selected criteria).
4. Set up the kick-off email
Email subject: Kick-off: Q4 Marketing OKRs
Email body:
Hello team,
Our Q4 Marketing OKRs cycle is now live! This cycle focuses on brand awareness, high-quality lead generation, and supporting sales initiatives to hit our year-end targets.
Please review the objectives, align your goals, and start contributing to our success. Let’s make this quarter our strongest yet!
Thank you,
[Your Name]
Create a new objective
Create a new objective
Click “+ New objective”
From the objectives page, click the green + New objective button in the top right.
Enter the objective name
In the Name field, type a clear and specific objective (e.g., Increase Top of Funnel Growth).
This is required.
Add a description (Optional)
Use the Description box to explain the purpose, scope, or key results expected.
Helps teammates understand the objective’s context.
Confirm or change the owner
By default, your name appears as the owner.
If needed, change to a Team, Department, Division, Location, or Company-Wide ownership by selecting the appropriate tab.
Align with a parent objective (Optional)
If this objective supports a larger one, select it from the Align with parent objective dropdown.
Recommended to confirm with your manager before aligning.
Add tags (Optional)
Click Select to add tags that help with filtering and organization.
You can also Manage tags to create or edit available options.
Decide if you want to create more
Toggle the Create more switch ON if you want the form to reset for adding another objective after saving.
Save your objective
Click the green Save button to add the objective to the selected cycle.
Add key result
Add key result
Key Results are specific, measurable outcomes that indicate what needs to be done to achieve the objective. They often express a numerical value and the period within which the goal must be achieved. To add key results for an objective, follow these steps:
In the Objective cycle, select an objective from the list.
Under the objective progress chart, click Add key result.
In the Add key result dialogue, fill out the following fields:
Name: Clear, concise, and meaningful description of the key result
Owner: The person responsible for the key result.
Type: Key result metric type (percentage, number, currency, Completed/Incomplete).
Start: Starting value for this key result.
Target: Target value for this key result.
5. Click Save.
