- Created by Annu, last modified on Sept 25, 2020
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An enhancement in v3.9.0 of Employee Success has brought a lot of possibilities with respect to creating specific views on the browse OKRs page. One can choose the filters & visible columns to store the result as a 'view'. This view then can be accessed any time at a later stage to fetch the records that match the criteria then.
Some of the use cases to help you understand the possibilities are mentioned below -
Use cases | What filters you'd use in such case |
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From an individual user's perspective | |
My individual & team objectives not punched-in in the last 2 weeks |
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My individual & team objectives with progress % between 50%-70% |
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My objectives in ready for grading status from last objective cycle. |
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My objectives in ready for grading status |
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My objectives starting from 1st Jan 2019 and due on 31st March 2019 |
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My objectives labeled with new products, initiatives, skill development, show only 10 results on one page. |
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My individual & team objectives created for by me & updated by my manager until today. |
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Objectives in ready status those are shared with me & are owned by sales & marketing team members. |
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From the manager's/ team lead's perspective | |
Individual objectives of my direct reports updated in last month by John. |
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Objectives started on 1st Jan 2018 owned by my all direct reports with progress less than 50%. |
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KRs punched in last before one month from company objectives owned by our CEO. |
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KRs punched in today by my team members for the objectives they own at all levels. Team and individual objectives only from the current objective cycle and company objectives of the current year. |
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My team objective due on 31st Jan 2018 with progress % equal to 30%. |
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My team's ready for grading objectives at all levels with progress % below 50. |
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Team objectives created in last month |
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My team's objectives I carried forward from last objective cycle |
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From an executive's/or management team's perspective | |
Team objectives created in last month |
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Company objectives due in next week |
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Individual objectives owned by employees belong to the Sales, Marketing & Product team. |
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All product team's team level objectives carry forwarded to current objective cycle. Objectives labeled only with new products. |
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All objectives due this month with progress % below 40. |
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Company level goals due by year-end with labeled with new initiatives, assigned to HR director. |
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All individual objectives, last punched-in on 31st Dec 2018 & owned by product managers. |
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Objectives at the company level with progress % between 50-60 owned by CFO. |
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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?
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