Step 1: Login to the platform with the given credentials.
Step 2: Click on the “Settings” module to open a submodule. Within the submodule click “OKR Config“.
Step 3: In the OKRs Configuration page, you can rename the “OKR” and “Strategic Goal” modules.
Step 4: There are four types of objectives: Corporate, Department, Team, and Individual. For each objective type, you can control the privileges, and each type shares two common privileges: “Who can create” and “Visible to“.
Who can create:
All Employees: If turned on, all employees can create respective objectives.
Approval Required: This controls the approval process. If turned on, objective approval will be sent to the manager. If off, no approval is required when launching the objective.
Visible to:
All Employees: If turned on, all employees can view the corporate objective. If turned off, only admins can view it.
All members in the department (only for Department objectives): This allows department objectives to be viewed based on the assigned department. If turned on, all members of the department can view the department’s objectives.
Step 5: KR Assigning ( Individual Objectives excluded ):
If you select “Hierarchical/Vertical,” only direct reports can assign KR.
If you select “Flat/Horizontal,” anyone can assign KR to anyone.
Step 6: Key Result Check-in Approval:
If turned on, KR approval will be sent to the manager for approval.
If turned off, KR approval will not be required, and the KR will be automatically approved during the final check-in.
Update Progress until Approval:
If turned on, the progress will be displayed during the check-in.
If turned off, the progress will not be shown during the check-in until the manager approves it.
Step 7: Key Result Attributes: The fields listed below are placed in the KR drawer. You can modify the fields as needed, keeping only the ones that are required.
Allow users to change measurement type:
If turned on, users can modify the metric type. If turned off, only the predefined options and values can be used.
For each type (Increase, Decrease, Control, Percent, and Task), you can control the visibility. If you don’t want employees to modify the metric type and values, you should predefine the values. Only the selected metrics will be available for employees to choose from when creating a KR.
Step 8: In Other Attributes, select the fields you want to include In the KR. In Default Values, choose the option you want to set as the default value.
Allow users to change:
If turned off, employees can only use the predefined values when creating a KR.
If turned on, employees will be restricted from modifying the default values.
Actual Restriction:
If set to “No,” the KR actual value can exceed the target during the check-in.
If set to “Yes,” the KR actual value cannot exceed the target during the check-in.
