Employee Success now allows setting up punch-in reminders. These reminders will be sent via email to KR owner on specific intervals i.e. weekly, bi-weekly, monthly. When you select the option 'none', it will disable email reminders even if reminders are turned on by admins from OKR advanced settings.
Steps to set KR punch in reminders
- Open KR detail page
- Click on 'reminders' tab at the bottom of the page
- Select the interval on which you want to receive an email reminder.
- Select the appropriate date of the next reminder
- Click on 'save'
Some important points to know about these reminders
Only KR owner will be able to edit reminder settings from reminders tab on KR detail page.
If a user owns multiple KRs with the same reminder day, they will receive a consolidated email for all KRs.
- Reminders tab will not be displayed if admin/super admin has disabled it from OKR advanced settings.
Reminder email
This is the structure of KR punch in reminder
This is how the actual email of KR punch in reminder will look like to the KR owner
On this page
In this section
- How to add KR punch-in reminders?
- How does automatic confidence score calculation work?
- What are different OKR confidence statuses(default) in UpRaise?
- Default confidence status calculations
- How to use KR progress automation?
- How to move Key results?
- Use cases for Browse OKR filters
- Create, edit or delete objectives
- How to browse through your OKRs from browse OKRs page?
- Concepts - Objectives, Key Results, Punch-ins, Alignment, Weightage, Grading, Labels
- How do I add & delete objective alignments?
- How do I adjust weightage of a KR?
- How do I create, edit & delete key results?
- How do I grade my OKRs?
- How do I mark progress on objectives or key results?
- How does progress roll up work in alignment?
- How does the progress calculation of Jira issues and epics works?
- How does weightage of a KR impact the objective progress?
- How to add Jira issue KR via JQL?
- How to add Jira issues as actions in metrics and to do KRs?
- How to carry forward an objective?
- How to clone an objective?
- How to convert objective from one level to another?
- How to move an objective?
- How to use objective details page?
- Is alignment possible only for objectives?
- What are different objective statuses?
- What is hierarchy view & how does it work?
- What is KR detail page?
- What is objective cycle?
- What is the impact of objective visibility on alignment?
- What type of KRs are possible in Employee Success?
- What type of objective visibility options are available?
- When to use each type of KR - To do, Metric, Jira issue & Jira issue via JQL?
- Why I can't create / edit company level, team level or individual level objectives?
- Why isn't the punch-in action available on my objective?