OKR stands for Objectives and Key Results, a goal-setting framework that helps organizations and individuals define and track ambitious goals. It's a collaborative approach that aligns teams and encourages engagement around measurable objectives.
Objectives are ambitious, qualitative statements of what you want to achieve. They should be clear and concise.
For more information on what OKRs are and how they are used, see Objectives. General overview.
Configure OKR settings
To start using OKRs in the system, ensure that they are enabled in the company settings:
Go to Settings > General.
Scroll down to the Perform section.
Tick the Objective key results (OKRs) checkbox.
Configure the following settings:
Check-in frequency: Set up how often employees should update their objectives.
Enable aligned objectives: Let child objectives be aligned with parent objectives.
Enable automatic roll-up: Let child objectives impact the progress of parent objectives.
Click Save.
Create objectives
Objectives are simple and clear statements of what we want to achieve. They should be short, motivating, and inspiring to the team to get involved and invested in their work to develop themselves, their departments, and the company.
Every objective may have sub-objectives or subtasks. These objectives are split further into smaller ones and assigned to employees. Employees can view progress details inside sub-objectives that affect the parent objective.
To create an objective, follow these steps:
Navigate to Performance > Objectives.
In the top right corner, click New objective.
In the Create a new objective dialog, fill out the following fields:
Name: Clear, concise, and meaningful description of the objective.
Owner: The person responsible for the objective.
Type: Objective type (individual, team, department, division, location, company-wide).
Parent objective: An objective’s parental objective.
Start date and end date: Time frames for this objective.
Click Save.
Note: An objective can be assigned to a single employee, so a single employee should be responsible for closing it. If you want to create an objective for a group of people, create one main objective and add child objectives for the rest of the team members.
You can also create an objective in the Performance tab of the employee, who will own this objective.
Add key results
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:
Navigate to Performance > Objectives.
Select an objective from the list.
Under the objective progress chart, click Add key result.
In the Add key result dialog, 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.
Click Save.
Update objectives
To update an objective, follow these steps:
Navigate to Performance > Objectives.
Select an objective from the list.
In the top right corner, click the · · · Menu.
The following options are available:
Edit: Edit this objective’s settings.
Close: Move this objective into the Closed state.
Make a copy: Create a copy of this objective.
Add child objective: Create a child objective for this objective.
Print: Print an objective document.
Archive: Move this objective into the Archived state.
Copy OKRs
If you need to copy one of your OKRs with it's child objectives, follow these steps:
Navigate to Performance > Objectives.
Select an objective from the list.
Click the · · · Menu. Choose Make a copy option in the menu.
Monitor OKRs
There are different ways to view and monitor OKRs in the system:
On the Performance > Overview page. Here you can view objective statistics based on their statuses and types as well as the overall statistics on all objectives and key results.
In the employee profile under the Performance tab.
In the Performance > Objectives section. Here you can view a list of all objectives. Note that you can filter the objectives by their owner, state, status, etc.