Mobile: 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.
    OKR_1.jpg
  3. Tap the Goals button.
    OKR_2.jpg
  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.
    OKR_3.jpg
  6. Tap the Add Key Result button.
    OKR_4.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. Tap the Submit button.
    OKR_5.jpg
  9. Tap the Done button.
    OKR_6.jpg
  10. Tap either the Create Another
    Goal
    or Not Now buttons.
    OKR_7.jpg
Updating the status of a goal
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs
    updating.
    OKR_9.jpg
  5. Tap on the Three Dots button.
  6. Tap the Update the Objective
    Status
     button.
    OKR_10.jpg
  7. Update the status of the goal
    and tap the Save button.
    OKR_11.jpg
Updating the status of a key result
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs
    updating.
    OKR_12.jpg
  5. Tap on the Three Dots button.
  6. Tap the Update Key Result Status
    button.
    OKR_13.jpg
  7. Update the status of the key
    result and tap the Save button.
    OKR_14.jpg
Adding a comment
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs
    a comment added.
    OKR_15.jpg
  5. Tap the Leave a Comment button.
    OKR_16.jpg
  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.

    OKR_17.jpg

Maintain

Viewing the details of a goal
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal you wish to view.
    OKR_15.jpg 

    Helpful Hint

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

    OKR_18.jpg
Viewing the details of a key result
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal whose key
    result you need to view.
    OKR_15.jpg
  5. Tap the Three Dots button.
  6. Tap the Key Result Details button.
    OKR_19.jpg

    Helpful Hint

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

    OKR_20.jpg
Viewing company goal allignment
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
    OKR_15.jpg
  4. Tap the View Allignment button.
    OKR_21.jpg

    Helpful Hint

    Displayed on your screen will
    be the goal allignment details

    OKR_22.jpg
Editing a goal
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs editing.
  5. Tap on the Three Dots button.
  6. Tap the Edit Goal button.
    OKR_25.jpg
  7. Make the required changes
    and then tap the Save button.
    OKR_26.jpg
Editing a key result
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs a
    key result edited.
    OKR_15.jpg
  5. Tap on the Three Dots button.
  6. Tap the Edit Key Result button.
    OKR_23.jpg
  7. Make the required changes and
    then tap the Submit button.
    OKR_24.jpg
Editing a comment
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs a
    comment edited.
    OKR_15.jpg
  5. Tap on the Three Dots button.
  6. Tap the Edit Comment button.
    OKR_27.jpg
  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.

    OKR_28.jpg
Deleting a goal
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs deleting.
    OKR_15.jpg
  5. Tap on the Three Dots button.
  6. Tap the Delete Goal button.
    OKR_29.jpg
  7. Tap the Delete button
    OKR_30.jpg
Deleting a key result
  1. Log into the mobile application.
  2. Tap the Goals button.
    OKR_8.jpg
  3. Tap either the My Goals or
    Organisation tab.
  4. Tap on the goal that needs a
    key result deleted.
    OKR_15.jpg
  5. Tap on the Three Dots button.
  6. Tap the Delete Key Result button.
    OKR_31.jpg
  7. Tap the Delete button.
    OKR_32.jpg

Further Information

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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