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Module: Objectives

Persona: Employee

Create your own OKR

StaffCircle allows users to create their own personal objectives. In this lesson, you will learn how you can create your own OKR.

Adding an OKR (Part One)

Step One

Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon. Opening this page will display all your open personal objectives.

If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Objectives & Reviews ➡️Objectives

Select the ➕ next to Objectives and skip to step three of this guide.

Step Two

Click on the ‘+’ button to the far right of the screen. This will open the ‘Add Objective’ pull-out drawer.

Step Three

Select the appropriate template in the ‘Template to use’ drop-down menu.

OKRs are identifiable with an OKR tag

If the ‘Template to use’ drop-down menu appears empty, contact your system administrator. This indicates that Objective Templates have not been configured for your platform.

Step Four

You can now configure the objective. Please refer to the grid at the bottom of this page for further details.

Step Five

Once the fields have been configured, click the ‘Save’ button at the bottom of the form.

Step Six

The objective will now appear as a new tile under your open personal objectives.

Adding Key Results to an OKR (Part Two)

Step One

Following the steps above. Click on the tile associated with the OKR. We can now start to add the individual key results (smaller objectives) within the OKR.

Step Two

Click the ‘+’ button next to the ‘Objective Key Results’ header. This will open the ‘Add Key Result’ pop-up box.

Step Three

Select the value type from the drop-down menu. This will determine how the key result will be measured (Percentage, Number, Financial, Yes/No).

Step Four

You can now configure the key result.
Please refer to the grid at the bottom of this page for further details.

Step Five

Once the fields have been configured, click the ‘Save’ button at the bottom of the form.

Step Six

The key result will now appear within the OKR with the title displaying in the blue bar as indicated below.

Field NameDescription
TitleThe name or title of the objective. Ensure that this clearly summarises what you are trying to achieve.
DescriptionA brief description to explain what the objective is about. You can also include hyperlinks in here to specific web pages/online courses etc.
Date StartsThe date that you are due to start achieving the objective.
Date EndsThe date that you aim to complete the objective
Objective Should RecurAllows the ability to create a recurrence for the objective. This can repeat in intervals of days, weeks, months, and years. Toggling this on will mean that the objective will duplicate at that recurrence.
Value TypeThis cannot be changed and is linked back to the objective template. The Value type indicates how the objective can be measured (Percentage, Number, Financial, Yes/No).
Start ValueThe value the objective will start from. For example, 0%.
Target ValueThe target value for the objective. For example, 100%
Link ObjectiveAbility to link the key result with another objective (including SMART objectives).
Share this key result (sub objective) with someoneAbility to share the key result with another person. This will allow multiple persons to contribute to the success of a key result.