As per OKRs philosophy, it is not recommended to make OKRs a part of your performance reviews. However, these are not thumb rules, organizations may have their own processes. We have a lot of requests from our existing customers, hence this feature has been added to the forms module of Employee Success. Let us see how to build a template with OKRs import option.
Currently, import OKRs is available only for self and manager review forms. |
Once you are done with field settings, you can save the form along with other questions in the templates or use save & next option to distribute for immediately.
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There will be a change in the workflow when you add import OKRs option. Normally form would be assigned to team member (if team member assessment followed by reviewer workflow is selected) or team member & reviewer both (if team member followed by reviewer workflow in selected in Employee Success server version). However, when you add import OKRs option, form will be assigned to the reviewer first so he/she can import OKRs and add weightages. Once that is done, form will be transitioned according to the normal workflow.
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