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Goals and OKRs
Transform your organization from an activity-based performance culture to an outcome-based culture
Overview
All User Resources (Indigo: V3)
- Configure goals settings
- Add and manage goal template
- Import goals
- Create a goal
- Cascade a goal
- Manage a goal
- Add and manage goal followers
- Add and manage tasks within a goal
- Initiate a discussion on a goal
- Add and manage key results
- Update the goal and key result
- Align an individual goal
- Nudge the goal owner
- Request and share feedback on a goal
- Praise the goal owner
- View goals analytics
- My goals dashboard
Admin (Tangerine: V2)
- Goals user guide for admins
- Configure goals settings
- Automatic goal status updates
- Add and manage Goal Cycles
- Import Goals
- Create a Top Level Goal
- Manage the Top Level Goal
- Update Top Level Goals
- Manage aligned Goal
- Manage widgets
- Nudge Members, Business Units, and Departments without Goals
- Filter Top Level Goals
- View and export Goals report from the dashboard
- Automate goal assignment
Manager (Tangerine: V2)
Employee (Tangerine: V2)
Goals (Pre-Tangerine: V1)
- Visibility in the Goals Module (Admin, Manager & Employee perspective)
- Goals Email Notifications for an Employee/Reviewer/Admin
- Automatic Status Updates for Goals
- Enable Manager Only Goals
- Creating an Org Goal
- Creating a Business Unit Goal
- Creating a Department Goal
- Create Org, Business and Department Goals
- Creating an Individual Goal
- Aligning to a Top Level Goal
- Difference between Assigning a Goal to Someone and Cascading it from the New Goal
- Cascading a Goal
- View Goals Insights Across the Organization
- Allow Everyone in the Organization View the List of Contributors to the Goal
- Create a Goal
- Assign a Goal
- Assigned and Contributing Goals
- Add Contributors/Cascade my Goal
- Edit, Delete or Archive my Goal
- Update/Check-in to my Goal
- Request Feedback for my Goal
- Invite Users to a Goal Discussion
- Access my Goal Activity History
- Add Weights to Key Results
- Access my Goals Dashboard
- View Your Past Goals
- View Top-Level Goals in my Organization
- View the Goals of Everyone Else in the Organization
- Nudge the Team Members to Update their Goals
FAQs
- Who can create top-level goals?
- Who can add weightage to key results?
- Who can follow top-level goals?
- Is it possible to convert a key result into a goal and cascade it?
- Who can edit the individual goals of other employees?
- Explain the difference between cascade and assign a goal with an example.
- Who can import goals?
- Who can activate archived goals?
- Who can lock and unlock goals?
- Who can align individual goals with other goals?
- Who can nudge employees to update their goals?
- What happens when a goal is locked?
- Can employees customize their goals visibility for different teams or individuals?
- Is it possible to delete a parent goal without deleting the associated key results?
- Why are weights added to goals or key results?
- How is goal progress calculated?
- When is a goal cascaded?
- When is a goal assigned instead of cascading?
- How does cascading help with alignment?
- What are OKRs? What are their benefits?
- How to create effective OKRs?
- What's the difference between OKRs and SMART goals?
- How do managers introduce OKRs in their team?
- What are some common mistakes to avoid when creating OKRs?
- Who can follow a goal?
- What has changed in goals?
- Is there a functionality to provide visibility to all employees' goals?