Add Key Result to a Goal

A key result is an outcome that can be measured and set by an employee or manager to keep track of progress toward a particular goal. The key result provides a clear and measurable target for a goal. Adding a key result helps users to see what they need to accomplish to achieve the goal.

Users can add any number of key results to a goal and assign them to any other user in the organization.

In this article, we have covered how can an employee, manager, and admin add key results to a goal.

Employee to Add a Key Result
Manager to Add a Key Result
Admin to Add a Key Result

Employee to Add a Key Result

Employees can add key results to their own and assigned goals.

Step 1: Navigate to Home > Goals > My Goals > Owned by Me.

Step 2: Click any goal and click the Add Master_Component-7.png Icon.
kr2Step 3: The employee can add the key result from the Add Key Results window.

Manager to Add a Key Result

Managers can add key results to any goal of their direct reports.

Step 1: Navigate to Teams > Goals > My Team Goals.

Step 2: Click any goal and click the Add Master_Component-7.png Icon.
kr3Step 3: The manager can add the key result from the Add Key Results window.

Admin to Add a Key Result

Admins can add key results to any goal in the organization, including individual and top level goals.

They can add key results to any individual goal from the Goal Directory section.

Step 1: Navigate to Admin > Goals > Top Level Goals to add key results to a top level goal OR Navigate to Admin > Goals > Goals Directory to add key results to an individual goal.

Note: Here, we are demonstrating adding key results to the top level goal.

Step 2: Click any goal and click the Add Master_Component-7.png Icon.
kr1Step 3: The admin can add the key result from the Add Key Results window.

Add Key Result

  • Type the key result title and click Add Notes to add notes related to the key result.
  • From the "Assigned to" drop-down, search and select the user to assign the key result.
    Note: By default, the system will include your name as a key result owner.

    KR1.png

  • Set the key result start and end date.

    Note: By default, the key result start and end dates are the same as the goal period.

  • From the "Measurement Type" drop-down, select "Percentage/Quantity/Milestone."

    KR2.png
    Notes:

    • When you select "Percentage," the key result progress can be measured based on the percentage (0 to 100). The key result is marked as achieved when it reaches 100 percent progress.

    • Select "Quantity" to select a unit type, start value, and end value to achieve the key result, or select "Milestone" to mark the key result as completed once it is achieved.

  • From "Integration," the user can import the key result progress data from leading tools like Salesforce, Jira, Hubspot and more.
  • Click Add Attachment to add any file related to the key result.
  • Click Save to save the key result.
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