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OKR (Objectives & Key Results) Module Documentation

Overview ​

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

OKR Dashboard​

The OKR Dashboard provides a centralized view of all objectives and their progress, allowing stakeholders to monitor performance at a glance.

Company Objectives​

company Company Objectives represent high-level strategic goals defined by leadership.

Department Objectives​

Includes Department mapping and company-linked indicator. Department

Individual OKRs​

Individual OKRs define employee-level goals aligned with department objectives.
An employee who is assigned as an owner of an objective can view only their own data on this page. Individual

Fields:

  • Key Result - Displays the specific key result assigned to the employee.
  • Department - Shows the department to which the key result belongs, ensuring clarity of ownership.
  • Period - Indicates the active cycle during which the key result must be achieved.
  • Weightage - Shows how much the key result contributes to the overall objective score.
  • Target - Displays the defined target value set for the key result.
  • Progress - Shows the real-time progress based on updates entered by the owner.

Add Objective​

Click on + Objective to create a new objective.

objective

Fields:

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

An objective can have multiple owners and multiple key results.

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 to measure objective achievement.

NOTE : There can be multiple Key Results in a single Objective, and the total weightage must equal 100%..

Templates​

Templates help standardize objectives, reviews, and evaluations across the organization.

Objective Templates​

Reusable objective structures with weightage.
Only objective templates will appear in this page.

Template

Questionnaires Templates​

Templates used for performance evaluation and feedback collection.
Only questionnaire templates will appear in this page.

Template

Assigned Templates​

Templates assigned to employees for a defined review cycle.
Only assigned templates will appear in this page.

Template

Training​

Manage training categories and trainings programs linked to performance improvement.
Only training templates will appear in this page.

Template

Make new template​

Click on + Template to create a new template.

template5

Templates can later be assigned to employees or used during reviews.

Review​

The Review module is used to:

  • Evaluate OKR performance
  • Score key results
  • Collect questionnaire responses
  • Track review cycles Reviews are available only after templates are assigned.

review

Review Status​

Indicates whether the review is:

  • Pending
  • In Progress
  • Completed

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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