Viewing my team's progress towards my organisation's goals (OKRs) via the HR platform

The HR platform uses the Objective, Key Results (OKRs) framework to transparently align teams and employees to company goals. The Goals Insight widget on the dashboard allows you to view the progress of the company, team, and personal goals within your organisation. It also shows the percentages of goals in alignment and employees assigned to a goal within your organisation.

HR Best Practise

Make sure your employees are familiar with setting up OKRs and how they can contribute. You should also align employee goals with company OKRs to make sure everyone works towards the same goals within the same timeframe.

Finally, pair each objective with four to five key results. This way, you have enough milestones to track your progress effectively, but not too many that the gauging process becomes too complex. Also, communicate regularly to make sure employees know the progress of OKRs and if there is any action needed.

Availability

HR Plan:   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.

Daily activities

View the goal alignment percentage
  1. Click the  Home menu.
  2. Scroll to the Goals Insight section.
  3. Filter your view.
    • All employees - available for admins and owners.
    • Direct - available for managers.
    • Direct & Indirect - available for managers.
    screenshot of the view filters for the goals insight widget

    Helpful Hint

    Alignment shows the percentage of employee goals that are in alignment with your company goals.

    screenshot of the goals insight widget, highlighting the alignment graph
View the goal set up percentage
  1. Click the  Home menu.
  2. Scroll to the Goals Insight section.
  3. Filter your view.
    • All employees - available for admins and owners.
    • Direct - available for managers.
    • Direct & Indirect - available for managers.
    screenshot of the view filters for the goals insight widget

    Helpful Hint

    Set up shows the percentage of employees assigned to a goal.

    screenshot of the goals insight widget, highlighting the set up graph
View the goal progress percentage
  1. Click the  Home menu.
  2. Scroll to the Goals Insight section.
  3. Filter your view.
    • All employees - available for admins and owners.
    • Direct - available for managers.
    • Direct & Indirect - available for managers.
    screenshot of the view filters for the goals insight widget

    Helpful Hint

    Progress shows the progress percentage of your goal, not the individual progress of each key result. The status is broken down into four key areas:

    • On track.
    • Making progress.
    • Off track.
    • No progress.
    screenshot of the goals insight widget, highlighting the progress graphs

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