Admin users can easily change the preferences of OKR according to the Organization's needs. 

Navigating to the page

  • Click on the Configuration button on the left navigation pane. 

  • Click on OKR Configuration tab on the configuration page. 
  • This opens the configuration, where you can apply all the settings necessary for your organization.

 

 

Choose who can manage the company objectives  

  • Company objectives can be managed by one or more employees. You can easily start typing the employee names and add the employees who can manage the company objectives. 
  • These employees can add, edit and update the progress of company objectives. 



Choose who can manage the team objectives  

  • For each team, you can designate one or more employees to manage the team objectives. 
  • You can choose the employees easily either by searching or from the directory. 
  • Approval can be enabled, and a user can be designated as the approver. If approval is enabled, then the OKR can be created only when the user approves it
  • Choose the approvers and the Organization unit. Then click the "Save" button. 
  • Click here to learn more about approvals.



Create access for other users objectives 

  • You may want to allow specific users to create individual OKRs for other employees.
  • This option gives the freedom to create and assign individual OKRs to employees.
  • You can choose to select All users or specific users by clicking on Custom.
  • Clicking on Custom will display a dropdown, which allows you to select who can create the OKR.



View objectives of other users 

  • You can allow specific users to view individual OKRs for other employees.
  • You can choose to select All users or specific users by clicking on Custom.
  • Clicking on Custom will display a dropdown, which allows you to select who can view the OKR.



Enable approval for individual objectives  

You can enable the approval step for individual objectives by turning on the toggle button. This displays two options:

  • Aligned Objective Owner -When an objective is aligned to the existing objective, the owner of the aligned objective becomes the "Aligned Objective Owner". The owner can approve the OKR. 
  • Reporting manager - The OKR owners' reporting manager can approve the OKR. 


 

Enable review for Objectives  

  • The review option allows the  Organizations to validate the performance of OKRs. Either reporting managers or aligned objective owners can review the OKR and decide whether to either close the OKR or continue to work on OKR. 
  • If the toggle is turned off, then the objective can be completed and closed directly.
  • If the toggle is turned on, then there is an option to add comments along with quantitative review scale.
  • The reviewers for team and individual OKR can also be customized between Reporting Manager and Aligned objective owner. Additional user can also be added as a reviewer for Team OKRs.
  • There are three types of review:
    • Comments Only: Only comments can be added. It is open ended.
    • 3 Points Review Scale: Comments can be added along with 3 levels of rating. 
    • 5 Points Review Scale: Comments can be added along with 5 levels of rating.
  • Click here to learn More about OKR Review.


Enable Cascading Rejection

  • By default, the assigned users cannot reject cascaded objectives. If this toggle is turned on, then the assigned user will have the option to acceptor reject the cascaded objective.

Enable Cloning

You can enable cloning for all OKRs by turning on the toggle:

  • All users - All users in the organization can clone their OKRs
  • Reporting manager - The OKR owners' reporting manager can clone the OKRs.



View OKR

  • Company and Team OKRs can be made visible or kept hidden from the non privileged users. 
  • There are two individual toggles for company and team. 
  • Turning off toggle for company OKR will hide company objectives page for non privileged users. 
  • Similarly, turning off toggle for team OKR will hide company objectives page for non privileged users.  



Setup tags for OKR  

  • You can optionally tag your OKRs. On the OKR configuration page, you can create those tags. 
  • Tags allow you to categorize the OKRs for easy reference. 



Save or Cancel

  • After making the necessary changes, click on the save button.
  • If you do not want to make any changes and revert to existing settings, click on cancel button.