Versions Compared

Old Version 1

changes.mady.by.user Annu

Saved on

compared with

New Version Current

changes.mady.by.user Annu

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Excerpt

Import Objectives

If the import OKRs option is added to form while designing a template, the reviewer will be the very first assignee of

the form to import OKRs in

the form

. Let us see how

to import

these

OKRs in the form.

 

  • Navigate to

forms

  • Forms >>  My forms tab >>

need

  • Need my inputs section. 

  • Open the form by clicking on view option.

    • Once can view forms from Forms tab of user profile or To do gadget on your dashboard.

Image Removed

Image Added

  • At the bottom of the form, click on import OKRs 

Image Removed

Image Added

Info

iconfalse

Import objectives: A new form status has been introduced when OKRs import is pending and form is assigned to the reviewer.

If

you want you

needed reviewer can skip the OKRs import and form will be assigned to the team member for self-assessment only with other questions in the form. Please note, skip action is not reversible. 


Selecting objectives to import

Image Removed

  • Select objectives from this pop-up.
  • You can make use of filters:
    • Filter by objective cycle
    • Filter by objective status
    • Filter by date range
  • Click on next.
Info
iconfalse
System will list down all OKRs of a team member those are in closed, ready for grading, carried forward & Abandoned. 

Apply relevant filters to search relavnt OKRs. Select relevant OKRs and click on Next.

Image Added

Apply relevant weightages to the selected OKRs based on their impact and importance considering team members performance review.

Add weightages to selected objectives

Image Removed

Image Added

    The next

    • In this step

    is to

    • assign weightage to selected OKRs so system would calculate the score of objectives when you rate them while responding a form. 

    • Click on

    next

    • Next.

    Finalize objectives

    Image Removed

    • System will ask you to finalize objective selection & weightage, once you finalize, you can not edit them.
    After finalizing objectives & weightages

    Image Added

    • Confirm actions and click on Finalize. Once you finalized, the selection of objectives and weights cannot be reversed.

    Once objectives are imported, form will be assigned to the team member for self-assessment of other questions and self-grading of objectives. Form will be executed according to the normal workflow now from the

    not

    Not started status. 


    On this page

    Table of Contents

    In this section

    Child pages (Children Display)pageReview forms - User Guide
    Iframe
    scrollingauto
    srchttps://form.typeform.com/to/loItQqk5#url=xxx
    width350
    frameborderhide
    alignmiddle
    height250