Employees can create objectives for themselves. Some organizations may want the managers or any other designated employees to create objectives for their reporting employees or peers. This article explains in detail how the Reporting manager or any employee with this privilege can create objectives on behalf of other employees. Follow the below-listed steps to create Other Objectives.

Access Individual Objectives

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

Access Individual Objectives

There are two tabs listed under "Individual Objectives":

  • My Objectives
  • Objectives assigned to others
  • Click on the "Objectives assigned to others" tab.
  • Click on the Create Objective button. If objectives have already been created, then click on the "+" icon to create a new objective.

Objectives assigned to others Tab

Fill in the Required Information

Fill in the Required Information

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

Individual Objective Creation Page

  • 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 the 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.

Add Tags

  • Owned By: Begin typing an employee's name to see matching results from your company's directory. You can either select a name from the dropdown or click on View Directory. The directory popup showcases employees, their designations, and an action column with a Choose button. Use this to assign the objective's owner.

Choose Owner Directory

  • 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 the key results one by one.

Add Key Results Button

  • 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 type of targets (Complete $100,000 value of Sales).
    • Text - The targets, which are not based on the number and Boolean fall into this type.
  • Unit: Select a unit of measurement. Options include "#", "%", "$", "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.

Custom Unit Selection

  • 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.
  • 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.