Available for the following HR plans: Platinum
Available for the following user access levels: Employee , Manager , Admin
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's goals. Meaning your entire workforce will have visibility of the company's 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. If the child goals of that private goal are public, they also will not appear.
HR Best Practice
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.
Interactive learning
Getting started
- Click the Performance menu.
- Click either the My Goals or Company Goals tab.
- Click the Add New button.
- Complete the following fields:
- Name.
- Description.
- Owner.
- Due date.
- Goal alignment.
- Feed to alignment.
- Goal type:
- Individual.
- Team:
- Select team.
- Company.
- Visibility:
- Everyone.
- Team.
- Participants
- Click or drag a file onto the upload tile to add any required documents.
- Click the Continue button.
- Click the Add Key Result button.
- 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.
- Click the Save button.
- Click the Performance menu.
- Click either the My Goals or Company Goals tab.
- Click the goal that needs a comment added.
- In the Comments field, enter the desired comment.
- 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.
Daily activities
Editing data
- Click the Performance menu.
- Click either the My Goals or Company Goals tab.
- Click the goal that needs a comment edited.
- Click the button.
- Click the Edit button.
- Make the required changes.
- 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.
Removing data
Further Information
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.
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. |
Everyone | Participants | Teams | |
---|---|---|---|
Company goal | |||
Team goal | |||
Individual goal |
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