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OKR (Objectives & Key Results) Module Documentation

OKR → Objectives & Key Results / Templates / Review

Overview ​

The OKR (Objectives & Key Results) module helps organizations define, track, and evaluate goals at different levels—Company, Department, and Individual.

OKR Dashboard​

Company Objectives​

company

Using the + sign in Actions, you can add a new Key Result.

Department Objectives​

Includes Department mapping and company-linked indicator. Department

Individual OKRs​

An employee who is assigned as an owner of an objective can view only their own data on this page.

Individual

Fields:

  • Key Result
  • Department
  • Period
  • Weightage
  • Target
  • Progress

Add Objective​

Click on + Objective to create a new objective.

objective

Fields:

  • Objective Name
  • Period (Company Year)
  • Owners
  • Description

Add Key Result​

Click on + Key Result to create a new key result.

Key_result

Required Fields:

  • Objective
  • Key Result Name
  • Department
  • Owners
  • Weightage
  • Measurement Type
  • Target Value

Key Results are tracked periodically

NOTE : There can be multiple Key Results in a single Objective.

Templates​

Objective Templates​

Reusable objective structures with weightage.

Only objective templates will appear in this page.

Template

Questionnaires Templates​

Performance evaluation criteria.

Only questionnaire templates will appear in this page.

Template

Assigned Templates​

Assign templates to employees with review cycle.

Only assigned templates will appear in this page.

Template

Training​

Manage training categories and trainings.

Only training templates will appear in this page.

Template

Make new template​

Click on + Template to create a new template.

template5

Review​

The Review module is used to:

  • Evaluate OKR performance
  • Score key results
  • Collect questionnaire responses
  • Track review cycles

User Roles & Access​

RolePermissions
AdminCreate company OKRs, templates, reviews
ManagerCreate department OKRs, assign templates
EmployeeView & update individual OKRs

Conclusion​

The OKR module ensures structured goal alignment and performance tracking across the organization.

Important Notes​

  • Total weightage of Key Results should equal 100%
  • Progress is calculated based on target achievement
  • Reviews can only be done after template assignment

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