A goal comprises of a qualitative objective and ideally 2-5 quantitative key results.
If you wish to review the performance of your employees or your own performance, you may create goals and measure them over time using the Goals and OKRs feature.
You may also add weights to the key results for a goal. After you follow the steps provided in this article you may refer to the Steps on how to add weights to a key result here.
Please note that admins can see all the goals.
Here is a step-by-step guide on how you may enable visibility settings.
Step 1: Create a goal.
Step 2: Enable goal visibility settings.
Step 3: Add key results.
Step 1: Create a goal.
Go to the Goals and OKRs tab in the left navigation bar -> Click on the Create a new Goal button.
You may fill in the Objective of the Goal by typing it in -> You may add a Description of your goal.
Choose the timeline for the goal by choosing the Goal Start Date and the Goal End Date.
The Goal Start Date is the date from when you want to start working on the Goal. The Goal End Date is the date by which you wish to achieve the goal.
Click on the Continue to Add owners button.
By default, the goal owner will be the person who is creating the goal (yourself). However, you may choose someone else as the goal owner by clicking on the dropdown.
You may select the type of Goal that you wish to create. You may choose this goal as an Individual, Team, Departmental, or Company goal.
Step 2: Enable goal visibility settings.
Click on Show Advance Options to choose to who this goal should be visible.
You may choose who will be able to see the goal. (You may hover over the question mark icon next to each goal visibility type to see an explanation).
Options | Explanation |
Everyone | Everyone in your organization can see this goal. |
Team | Direct and indirect reportees of the goal owner can see this goal. |
Management | Goal owners' management can see this goal. |
Direct reports | Only direct reportees of the goal owner can see this goal. |
Department Only | Only people belonging to the same department as the goal owner can see this goal. |
Owner Only | Only the goal owner can see this goal. |
Click on the Select button to select whichever option you want to enable.
Click on View summary button.
You may view the summary of your goal and click on Create Goal and add Key Results.
Step 3: Add a key result
After you have created a goal, you may add quantitative key results to the goal. You may add as many key results as you require.
Click on the Add a new Key Result button towards the right of the screen.
Type in a quantitative key result that supports your goal along with a description of the key result -> Choose the owner of the Key Result from the dropdown.
Choose the Type of data that the key result will hold from the options provided -> Choose the Start Value and Target Value for your key result.
Click on the Add a new key result button.
Your key result will be added to your goal. After you have added your key result you may update the key result. You may refer to the Steps on how to update a key result by clicking here.
You may also add weights to the key results for a goal. After you follow the steps provided in this article you may refer to the Steps on how to add weights to a key result here.
You may add a new key result after you have assigned weights to your key results.
After you add a new key result the weights of the existing key results will decrease proportionately to accommodate the newly added key result. This will be done to ensure that the total weightage of all the key results equals 100%.