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  1. Help Center
  2. Perform & Engage 365
  3. Goals and OKRs

Create goals or OKRs in Perform & Engage 365

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Watch this video for an overview of some of the steps in this article.

 

To create a goal or an OKR in Perform & Engage 365:

1. Depending on the user’s role and the level (team, department, etc.) at which you want to create a goal or an OKR, select Me, My Team, or Organization on the top navigation bar.

2. On the top menu, select Goals or OKRs (depending on the organization goal type set in Advanced Organization Settings).

3. Select the level (Personal, Team, Department, or Organization).

4. At the top of the level item (departments, teams, etc.), select Add Goal or Add OKR (depending on the goal type set in Advanced Organization Settings). The Add New Goal or Add New OKR screen opens.

 

To create a new goal on the Add New Goal screen, enter the following parameters:

  • Parent Goal(s) (optional). Select a parent goal to align a new goal with it. If the Multiple parent/aligned goals option is enabled in Advanced Organization Settings, you can select multiple parent goals.
    This option isn’t available for organization goals because these are placed at the top level of the hierarchy.
  • Categories (optional). Select a category for a new goal. If the Disable category creation option is turned off in Advanced Organization Settings, you can create a new category by entering its name in the search field and selecting Create {{Category Name}} {{Level}} level category.
  • Title (mandatory). We recommend keeping the title concise and putting the details into the Description field.
  • Responsible person (mandatory for organization and department goals). Select the person who's responsible for updating the goal progress.
  • Description (optional).

In the Details section, enter the following parameters:

  • Auto-calculate (optional). If you created sub-goals and the Auto-calculate option is enabled, the goal progress is updated automatically based on the sub-goal progress.
    If the Auto-calculate option is enabled, the Set sub-goal weights icon is displayed. Select this icon to add weights to your sub-goals. For example, if the sub-goal A has 3 as its weight, and the sub-goal B has 1, completing the sub-goal A updates the progress of the whole goal to 75%.
  • Unit (mandatory). You can use different metrics for tracking the goal progress:
    • Binary means the goal is either completed or not.
    • 123 means any number.
    • % means percentage.
    • Currency unit depends on the currencies you specified in Advanced Organization Settings. For this unit, in the Baseline and Target fields, enter the amount as the whole number without spaces or commas. Use dot as a separator between units, such as euros and cents: 999.99
  • Baseline (mandatory for the 123 and currency units). The number from which the progress starts. The field is not actual for the binary unit.
  • Target (mandatory for the 123 and currency units). The number reaching which completes the goal. The field is not actual for the binary unit.
  • Start/End (mandatory). Goal start date and the date until which you want the goal to be achieved.

In the Advanced section, select the following parameters:

  • Visibility (mandatory). There are two visibility options, public and line of sight, for each level. Line of sight means a goal is visible according to the hierarchy, for example, a team goal is visible only to employees from the team. Public means a goal is visible to everyone in the organization, if they filter and search for this goal or OKR.
  • RAG progress type (mandatory). There are two options, time and target, for the RAG (red, amber, green) progress calculation.

You can also create sub-goals by selecting Add sub goal and entering its:

  • Description (mandatory).
  • Unit (mandatory).
  • Baseline (mandatory for the 123 and currency units).
  • Target (mandatory for the 123 and currency units).
  • Start (mandatory).
  • End (mandatory)
  • Auto-calculate (optional).

For organization and department sub-goals, you also need to select the Updated by person who’s responsible for updating the goal progress.

If the Enable AI option is enabled in Advanced Organization Settings > AI Configuration, you can add a sub-goal with AI by selecting Add sub goal with AI. This option is active if you enter the goal Title.

 

To create a new OKR on the Add New OKR screen, enter the following parameters:

  • Parent Goal(s) (optional). Select a parent goal or an OKR to align a new OKR with it. If the Multiple parent/aligned goals option is enabled in Advanced Organization Settings, you can select multiple parent goals.
    This option isn’t available for organization goals because these are placed at the top level of the hierarchy.
  • Categories (optional). Select a category of a new OKR. If the Disable category creation option is turned off in Advanced Organization Settings, you can create a new category by entering its name in the search field and selecting Create {{Category Name}} {{Level}} level category.
  • Title (mandatory). We recommend keeping the title concise and putting the details into the Description field.
  • Start/End (mandatory). OKR start date and the date until which you want the OKR to be achieved.
  • Description (optional).

In the Advanced section, select the following parameters:

  • Visibility (mandatory). There are two visibility options, public and line of sight, for each level. Line of sight means a goal is visible according to the hierarchy, for example, a team goal is visible only to employees from the team. Public means a goal is visible to everyone in the organization, if they filter and search for this goal or OKR.
  • RAG progress type (mandatory). There are two options, time and target, for the RAG (red, amber, green) progress calculation.

You can also add key results by selecting Add Key result and entering its:

  • Description (mandatory).
  • Unit (mandatory).
  • Baseline (mandatory for the 123 and currency units).
  • Target (mandatory for the 123 and currency units).
  • Start (mandatory).
  • End (mandatory).

For organization and department key results, you also need to select the Updated by person who’s responsible for updating the OKR progress.

If the Enable AI option is enabled in Advanced Organization Settings > AI Configuration, you can add a key result with AI by selecting Add Key result with AI. This option is active if you enter the OKR Title.

 

5. Select Save to create the goal/OKR and return to the goals list, Save and add another to create the goal/OKR and open the screen for creating a new goal/OKR, or Cancel to return to the goals list without saving the goal/OKR.

 

NOTE

You can also create goals and OKRs in bulk. For more informatition, see this article.

 

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