Individual OKRs guide employees to align their efforts with the company's vision, contribute to team objectives, and grow professionally. Synergita OKR helps individual goal-setting for enhanced performance and personal development. Here's how to create individual objectives:

 

Step 1: Access Individual Objectives

  • Click on Individual Objectives in the left navigation menu to access the Individual objectives creation page.


Step 2: Create a New Individual OKR

  • Click the Create your own button to initiate the creation of a new team OKR.
  • If there are existing team OKRs created, then the page will show the list of OKRs. To create the OKR, click on + button on the top right of the page.
  • OKRs can also be created using existing templates, by clicking on the button "Create using templates".
  • To Lean how to use OKR Templates, click here.

 

Step 3: Fill in the Required Information

  • The Individual Objective creation page presents various fields that require information. Ensure to provide the following details:


        Objective Name: Type in the name of your objective.

      Period: Select the start date and due date for monitoring the OKR's progress or accomplishing the set objective using the date picker. In case Standard date picker is selected from the configuration page, then start and end quarter should be selected from the date picker.

            Tag: Use this function to classify OKRs and facilitate easy reference. Click on the Tags field, choose from the options, and add custom tags by typing and pressing enter. You can add a maximum of 3 tags for an objective.

    

        Owned By: This field is pre-populated with the creator's name by default. If you wish to create an individual OKR for other users, click here.

        Define Key Result: Key results are specific, time-bound, realistic, and measurable outcomes that drive the individuals for achieving their set objectives. Click on the Add Key results button to add more than one key results.



        Enter Key Result: Enter key results in texts that help achieve the main objective (max 2000 characters). E.g: Increase lead count to 100

        Measure By: Determines how you'll measure the Key Result, choosing from "Number", "Text", or "Boolean".

  • Number: This is a number-based target. 
  • Boolean: Completed/Not-completed.
  • Text: Open ended text field.

      

        Unit: Select a unit of measurement. Options include "#", "%", "$", "R", "₹", "£". If these don't suit, choose "Custom". This opens a popup where you can input a unique symbol or text. You can then determine its placement relative to numbers, using the "Show before number" or "Show after number" radio buttons.



        Type: This dictates the nature of the Key Results. Options are: "Equal to", "Should decrease to", "Should increase to", "Should stay above", and "Should stay below".

        Target Value: Based on the unit chosen, input the desired value for this Key Result.

        Additional Box (Based on Type):

        If "Should decrease to" or "Should increase to" is selected as Target Type, an additional "Start Value" box appears.

        Confidence Level: Enter a whole number between 0 and 10.

  • Assign as Objective: Selecting this checkbox enables cascading the Key result into an objective for another user. The cascaded objective will be an individual objective by default. Selecting the checkbox displays another option.
  •       Choose Owner Field: Text input to specify the owner of the cascaded objective. You can type and select the owner, or click on View Directory button.

        Buttons: Three actions can be taken after defining the Key Result:

        Delete: Removes the Key Result.

        Clear: Resets the entered values.

        Save KR: Saves the current Key Result. Saved Key Result can be edited or deleted later.


        Weightages (Optional): Assign weightage to each key result to define their varied contribution to achieving the objective. Click the "Enable Weightage" toggle button to enable this feature. Ensure the total weightage of all Key Results equals 100%.

  • Progress Calculation: The progress calculation for the objectives aligned to this objective can either use only the key results or use both key resuts and contributors.
  • Initiatives: Enter the initiatives taken to achieve the set objectives. 
  • Align Objective: Click the Align button and choose a parent objective to align your objective with. It can only be aligned with other company objectives.


Step 4: Save or Cancel the Objective

Finally, after filling all the fields, you can choose to Cancel, Save as Draft, and Submit the objective

        Cancel: You can exit without creating the objective

        Save as Draft: Retain your objective as draft to be submitted later.

        Submit: Submit and publish your the objective.

 

Step 5: Send for approval

        In OKR Admin >> OKR Configuration, if the toggle for Enable Approval is turned on for creating individual objectives, then the objective cannot be submitted directly.

        When this is enabled, then the submit button becomes Send for Approval.

         Click Send for approval and the objective will be sent to approval to either the Aligned objective owner or Reporting Manager depending on the configuration.

        Only after their approval, the objective will be created and published.