HR mobile app: 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.

OKRs can also increase employee productivity by providing a clear focus on your organisational goals. If an individual knows exactly what they are aiming for and knows they will receive recognition for their efforts towards certain objectives, key results or company goals, then they will be more productive within their role.

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.

Availability

HR Plan:	Free	Standard	Premium	Platinum
Payroll Plan:	Standard		Premium

Getting started

Adding a goal and key result

1. Log into the mobile application.
2. Tap the Plus button.
   
3. Tap the Goals button.
   
4. Complete the following fields:
   • Name.
   • Owner.
   • Due date.
   • Goal alignment.
   • Feed to alignment.
   • Goal type.
     • Individual.
     • Team:
       • Select team.
     • Company.
   • Visible to:
     • Everyone.
     • Participants.
     • Teams.
5. Tap the Save button.
   
6. Tap the Add Key Result button.
   
7. 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.
8. Tap the Submit button.
   
9. Tap the Done button.
   
10. Tap either the Create Another
    Goal or Not Now buttons.
    

Updating the status of a goal

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs
   updating.
   
5. Tap the Three Dots button.
6. Tap the Update the Objective
   Status button.
   
7. Update the status of the goal
   and tap the Save button.
   

Updating the status of a key result

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs
   updating.
   
5. Tap the Three Dots button.
6. Tap the Update Key Result Status
   button.
   
7. Update the status of the key
   result and tap the Save button.
   

Adding a comment

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs
   a comment added.
   
5. Tap the Leave a Comment button.
   
6. In the Comments field, enter
   the desired comment.
7. Tap the Send 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.

   

Maintain

Viewing the details of a goal

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal you wish to view.
    

   Helpful Hint

   Displayed on your screen will
   be the goal, with the current
   status displayed, and the history
   of changes made.

   

Viewing the details of a key result

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal whose key
   result you need to view.
   
5. Tap the Three Dots button.
6. Tap the Key Result Details button.
   

   Helpful Hint

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

   

Viewing company goal alignment

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
   
4. Tap the View Alignment button.
   
   

   Helpful Hint

   Displayed on your screen will
   be the goal alignment details

   

Editing a goal

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs editing.
5. Tap the Three Dots button.
6. Tap the Edit Goal button.
   
7. Make the required changes
   and then tap the Save button.
   

Editing a key result

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs a
   key result edited.
   
5. Tap the Three Dots button.
6. Tap the Edit Key Result button.
   
7. Make the required changes and
   then tap the Submit button.
   

Editing a comment

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs a
   comment edited.
   
5. Tap the Three Dots button.
6. Tap the Edit Comment button.
   
7. Make the required changes and
   Tap the Send 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.

   

Deleting a goal

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs deleting.
   
5. Tap the Three Dots button.
6. Tap the Delete Goal button.
   
7. Tap the Delete button
   

Deleting a key result

1. Log into the mobile application.
2. Tap the Goals tile.
   
3. Tap either the My Goals or
   Organisation tab.
4. Tap the goal that needs a
   key result deleted.
   
5. Tap the Three Dots button.
6. Tap the Delete Key Result button.
   
7. Tap the Delete button.
   

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 permission 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
Individual goal