OKR Generate

Overview

Field Details
Roles Manager/TL Only
Type MINOP - Performance Management System - OKR Generate Module
Device Web Application

Goal/Scope

The OKR Generate module allows administrators to create OKRs (Objectives and Key Results) with clear objectives and measurable key results. Each objective must have at least 2 key results, and the total weightage of key results for each objective must add up to 100.

Step 1: Access OKR Generate Page

• After logging in, open the PMS Module from the left navigation menu.

• Click on "OKR" to expand the submenu, then select "OKR Generate".

• The OKR Generate page displays all existing objectives in a list with details such as Objective Name, Weightage, Number of Key Results (KR), Target Period, and Action buttons (Add KR, Edit).

Note: Create a minimum of 2 Key Results (KRs) for your objectives and ensure that the total KR weightage does not exceed 100.
OKR Generate List

Step 2: Create a New Objective

• Click on the "+ Create New Objective" button at the top right corner of the page.

• A form will appear with the following fields:

Field Description
Create Objective * Enter the name/title of the objective (mandatory field).
Target Period * Select the target period from the dropdown (e.g., Yearly Based, Monthly Based, Quarterly Based).
Additional Context Add any additional context or description for the objective (optional).

• After filling in all the required details, click "Save" to create the objective.

Create New Objective

Step 3: Add Key Results (KR)

• Click on the "Add KR" button next to the objective to add key results.

• A form row will appear under the objective with the following fields:

Field Description
Add Key Result * Enter the name/title of the key result (mandatory field).
Weightage * Enter the weightage for this key result (value between 1 to 100). The total weightage of all KRs under one objective must equal 100.
To be filled by * Select who will fill in the KR progress (e.g., Admin, Employee).
Additional Context Add any additional context for the key result (optional).

• Click "Save" to add the key result. Repeat this step to add more key results.

Important: Each objective must have at least 2 key results, and the total weightage of all key results under one objective must not exceed 100.
Add Key Result

Step 4: Edit Objective or Key Result

• Click on the Edit (pencil) icon next to an objective to modify the objective details.

• If the total weightage of key results does not equal 100, a warning icon will be displayed next to the objective, indicating that the KR weightage needs to be corrected.

Warning: If the weightage is shown in red (e.g., "weightage: 60"), it means the total KR weightage does not add up to 100. Please add or adjust key results accordingly.