OKR Assign

Overview

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

Goal/Scope

The OKR Assign module allows managers and team leads to assign objectives to specific employees. Multiple objectives can be assigned to a single employee or the same objective can be assigned to multiple employees. The overall objective weightage assigned to an employee must not exceed 100.

Step 1: Access OKR Assign Page

• From the left navigation menu, click on "OKR" to expand the submenu, then select "OKR Assign".

• The OKR Assign page displays a list of all employees with the following columns:

Column	Description
Employee ID	Unique identifier for the employee.
Employee Details	Name and profile picture of the employee.
Designation	Employee's current designation (e.g., SR, JR).
Assigned Objective	Number of objectives already assigned to the employee.
Action	Click "ASSIGN OKR" to assign objectives to the employee.

• Use the Filter Search button to search employees by name, ID, or designation.

• Click "Excel" to export the employee list data.

Step 2: Assign OKR to an Employee

• Click on the "ASSIGN OKR" button next to the employee you want to assign objectives to.

• An "Assign OKR" dialog will open with three steps:

Step 1 - Select Objective

• A list of available objectives will be displayed with checkboxes. Each objective shows how many times it has already been assigned (e.g., "Assigned: 8").

• Select one or more objectives by checking the corresponding checkboxes.

Step 2 - Give Weightage for Objective

• After selecting objectives, the right panel will display the selected objectives with their key results.

• Enter the Weightage for each objective. The total weightage across all assigned objectives must not exceed 100.

Step 3 - Effected From

• Select the month from which the assignment will take effect (e.g., January 2024).

Step 3: Confirm and Assign

• After selecting objectives and entering weightages, review the assignment details:

Field	Description
Total Weightage	Displayed at the top right corner. Ensure it does not exceed 100.
Objective	Name of the selected objective with its key results listed below.
KR Weightage	Weightage of each key result under the objective.

• Click "Assign" to confirm and assign the objectives to the employee.

• Click "Reset" to clear all selections and start over.

Step 4: Assign to Multiple Employees

• You can also assign objectives to multiple employees at once by selecting multiple employees using the checkboxes in the employee list.

• After selecting employees, follow the same steps to select objectives, assign weightages, and confirm the assignment.