How do I manage my organisations goals (OKR's)? | HR Platform

The HR platform uses the Objective, Key Results (OKRs) framework that focuses on transparent company, team, and employee goals. When using OKRs effectively, you will align and connect all your employees to your company goals. Meaning your entire workforce will have visibility of the company goals and how their team and them as an individual can contribute towards this common purpose.

The Goals (OKR) feature allows you to create a new company, team, or individual goal and specify what the key results are, and how you will measure the progress of these objectives. You can also use this feature to edit any previously created goals or key results if the information needs updating; view the company goal alignment chart; add or edit any provided comments, and delete a record if it is no longer required.

Important 

If a goal (OKR) is private and you do not have permission to view it, then it will not appear in the alignment chart. But if the child goals of that private goal are public, they also will not appear for you.

HR Best Practise

To boost employee engagement and productivity, get everyone involved with goal setting as a goal owner or collaborator. It will align everyone to a common purpose and help them understand how the work they do is contributing and connecting them to the business.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

  Interactive learning

Watch a video

Getting started

Add a goal and key result
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the   Add New button.
    Screenshot of where to click the add new button to add a new goal or okr
  4. Complete the following fields:
    • Name.
    • Owner.
    • Due date.
    • Goal alignment.
    • Feed to alignment.
    • Goal type:
      • Individual.
      • Team:
        • Select team.
      • Company.
    • Visibility:
      • Everyone.
      • Team.
      • Participants
  5. Click or drag a file onto the Upload tile to add any required documents.
  6. Click the Continue button.
    Screen
  7. Click the Add Key Result button.
    Screenshot of where to click the add key result button to add a new goal or okr
  8. Complete the following fields:
    • Enter key results.
    • Owner.
    • Due date.
    • Choose one of the four metrics and complete 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.
    Screenshot of where to click the save button to add a new goal or okr
Add a comment
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a comment added. Screenshot of where to click on the goal that needs editing
  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.

    Screenshot of how to tag staff in a comment on a goal or OKR
Add an emoji reaction
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs an emoji added. Screenshot of where to click on the goal that needs editing
  4. Click the   button.
  5. Select the required emoji reaction.
    Emoji

Daily activities

Search for a goal
  1. Click the   Performance menu.
  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.

    Screenshot of how to search goals to view all staff and team goals
View the details of a goal
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal you wish to view.
    Screenshot of how to click on the you wish to view

    Helpful Hint

    Displayed on your screen will be the goal, with the current status displayed and any progress updates posted on how the goal is tracking.

    Screenshot of how to view your goal or OKR
View the details of a key result
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal whose key result you need to view. Screenshot of how to click on your goal or OKR to view the key results

    Helpful Hint

    Each Key Result will display a description, the collaborators, progress, and the due date.

    Screenshot of how to click on your goal or OKR to view the key results
View company goal alignment
  1. Click the   Performance menu.
  2. Click the Company Goal Alignment button.
    Screenshot of how to click on company goal alignment to view all staff and team goals
  3. Click the   or   buttons to either expand or minimise the displayed goals.
    Screenshot of how to click on company goal alignment to view all staff and team goals

Editing data

Edit a goal
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs editing.
    Screenshot of how to click on the goal or OKR that needs editing
  4. Click the   button.
  5. Click the   Edit button.
    Screenshot of how to click on the edit button of the goal or OKR that needs editing
  6. Make the required changes and then click the Save button.
    Screenshot
Edit a key result
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a key result edited.
    Screenshot of how to edit a key result in the goal or OKR
  4. Click the   button.
  5. Click the   Edit button.
    Screenshot of how to edit a key result in the goal or OKR
  6. Make the required changes and then click the Save button.
    Screenshot of how to save an edit of a key result in the goal or OKR
Edit a comment
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a comment edited.
    Screenshot of how to  edit a comment in a key result in the goal or OKR
  4. Click the   button.
  5. Click the   Edit button.
    Screenshot of how to  edit a comment in a key result in the goal or OKR
  6. Make the required changes and 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.

    OKR_3.jpg
Update the status of a goal
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs updating.
    Screenshot of where to click on the goal that needs editing to update the status a new goal or okr
  4. Click the   button.
  5. Click the   Update Status button.
    Screenshot of where to click update status to update the status a goal or okr
  6. Update the status of the goal and click the Post Update button.
    Screenshot of where to click on post update to update the status a new goal or okr
Update the status of a key result
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a key result updated.
    Screenshot of where to click on the goal that needs a key result edited of a goal or okr
  4. Click the   button.
  5. Click the   Update Status button.
    OKR_1.jpg
  6. Update the status of the key result and click the Post Update button.
    OKR_2.jpg

Removing data

Archive a goal
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs archiving. Screenshot of how to click on a goal or okr that you wish to delete
  4. Click the   button.
  5. Click the Archive button. Screenshot of where to click on archive to archive goal
Delete a comment
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a comment deleting.
  4. Click the   button.
  5. Click the   Delete button.
    OKR_4.jpg
  6. Click the Delete button.
    OKR_5.jpg
Delete a goal
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs deleting.
    Screenshot of how to click on a goal or okr that you wish to delete
  4. Click the   button.
  5. Click the   Delete button.
    21_delete_goal.png
  6. Click the Delete button.
    Screenshot of how to click delete on the popup of a goal or okr that you wish to delete
Delete a key result
  1. Click the   Performance menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the goal that needs a key result deleted.
    Screenshot of how to click on the goal that needs editing or deleting
  4. Click the   button.
  5. Click the   Delete button.
    Screenshot of how to delete a key result that needs editing or deleting
  6. Click the Delete button.
    Screenshot of how to delete a key result from the delete popup

Further Information

Explanation: Goal alignment

The goal alignment feature shows a point of relationship between each goal and shows why certain goals are important within your organisation. From a top-down approach, you can drill down from the company goal to see what certain teams and individuals are doing to achieve the overarching company goal within your organisation.

Meanwhile, from a bottom-up approach, it helps individuals understand the context behind why the specific goal they they are working through is important and how it aligns back to your organisation'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).
Teams Same permission as participants plus anyone that is also part of the team assigned to the goal.
Which goals have sharing options?
  Everyone Participants Teams
Company goal      
Team goal      
Individual goal      

Author recommended

So you have now managed your goals (OKRs) and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Was this article helpful?
0 out of 1 found this helpful

Comments

2 comments
Date Votes
  • Would it be possible to may be look at a portal change to allow Goals to be set up as recurring from month to month, quarter to quarter etc.  That would be super helpful to our business and I'm sure to others too!

    0
  • Hi Katrina Jones I can definitely see how setting up a recurring goal would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.

    0

Article is closed for comments.