Goals (OKR's)

Overview

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's) 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 Practice

To boost employee engagement and productivity, get everyone involved with goal setting as a goal 'owner' or 'collaborator'. This 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
Payroll Plan:   Standard   Premium

Getting started

Adding a goal and key result
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click the Add New button.
    Goal_1.jpg
  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 the Continue button.
    Goal_2.jpg
  6. Click the Add Key Result button.
    Goal_3.jpg
  7. Complete the following fields:
    • Enter key results.
    • Owner.
    • Due date.
    • Choose one of the four metrics and complete the measurable fields:
      • Percentage.
      • Dollars.
      • Numerical.
      • Complete.

    Important

    Depending on which of the four metrics you choose for the key result, the measurable fields displayed will change.

    • Collaborators.
  8. Click the Save button.
    Goal_4.jpg
Updating the status of a goal
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs updating.
    Goal_5.jpg
  4. Click on the Three Dots button.
  5. Click the Update Status button.
    Goal_6.jpg
  6. Update the status of the goal and click the Post Update button.
    Goal_7.jpg
Updating the status of a key result
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs a key result updated.
    Goal_8.jpg
  4. Click on the Three Dots button.
  5. Click the Update Status button.
    Goal_9.jpg
  6. Update the status of the key result and click the Post Update button.
    Goal_10.jpg
Adding a comment
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs a comment added.
    Goals_11.jpg
  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.

    Goals_12.jpg

Maintain

Viewing the details of a goal
  1. Click the Goals menu.
  2. Click on the My Goals tab.
  3. Click on the goal you wish to view.
    Goals_11.jpg

    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.

    Goal_13.jpg
Viewing the details of a key result
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal whose key result you need to view.
    Goals_11.jpg
  4. Click on the key result you want to view.
    Goal_14.jpg

    Helpful Hint

    You will now see the details about the key result and who is collaborating with you to achieve this result.

    Goal_15.jpg
Viewing company goal allignment
  1. Click the Goals menu.
  2. Click the Company Goal Alignment button.
    Goal_16.jpg
  3. Click the Plus or Minus buttons to either expand or minimize the displayed goals.
    Goal_17.jpg
Seaching for a goal
  1. Click the Goals 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.

    Goal_22.jpg
Editing a goal
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs editing.
    Goals_11.jpg
  4. Click on the Three Dots button.
  5. Click the Edit button.
    Goal_18.jpg
  6. Make the required changes and then click the Save button.
    Goal_19.jpg
Editing a key result
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs a key result edited.
    Goals_11.jpg
  4. Click on the Three Dots button.
  5. Click the Edit button.
    Goal_23.jpg
  6. Make the required changes and then click the Save button.
    Goal_24.jpg
Editing a comment
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs a comment edited.
    Goals_11.jpg
  4. Click on the Three Dots button.
  5. Click the Edit button.
    Goal_27.jpg
  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.

    Goal_28.jpg

Deleting a goal
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs deleting.
    Goals_11.jpg
  4. Click on the Three Dots button.
  5. Click the Delete button.
    Goal_20.jpg
  6. Click the Delete button
    Goal_21.jpg
Deleting a key result
  1. Click the Goals menu.
  2. Click either the My Goals or Organisation tab.
  3. Click on the goal that needs a key result deleted.
    Goals_11.jpg
  4. Click on the Three Dots button.
  5. Click the Delete button.
    Goal_25.jpg
  6. Click the Delete button.
    Goal_26.jpg

Further Information

Explanation: Goal alignment

The goal alignment feature shows a point of relationship between each goal and shows why certain goals are important and being worked on 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 indirects).
Teams Same persmision as participants plus anyone that is also part of the team assigned to the goal.
What goals can access what sharing option?
  Everyone Participants Teams
Company goal      
Team goal      
Indiviudual goal      
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