➕ Creating Goals & Competencies (1/4)
Creation is done via:
Menu → Achieve → OKRs
✏️ Step 1: Defining the Subject
Available fields:
- Title (required)
- Description
- Tags
- Start and end dates
- Attachments (e.g. image)
🏷️ Focus on Tags
Creation & Management
- Only Super Admins (SA) can create and manage tags
- A tag is available to all employees
- The tag library is accessible only during creation
- Available actions:
- Edit
- Deactivate
- Reactivate
Usage
- Employees can add one or more tags
- Tags can be removed at any time
- ⚠️ A deactivated tag cannot be re-added once removed
👥 Step 2: People Involved
Ownership (required)
- Assignment to yourself or to an employee
- Acceptance or rejection required
Types:
- Individual: 1 owner
- Collective: 1 owner + one or more contributors
👁️ Visibility (required)
- Private
- Access limited to the owner and contributors
- Shared
- Manager, department admin, Global Viewer, Super Admin
- Custom shared
- SmartOrg and/or specific users
- Public
- Visible to the entire company
🔗 Step 3 (optional): Alignment
(Enabled by the Super Admin via the Back Office)
Parent Goal / Competency
- Ability to create a goal that others can align with
- Can be configured during creation or editing
Child Alignment
- A goal can be aligned with only one parent
- Alignment is possible only with a goal that is:
- Public
- Or one you contribute to
👉 Alignment can be modified or removed at any time.
🏢 Linking to an Organization
A department admin owner can link the goal to:
- Company
- Department
- Team
- Location
✅ Step 4 (optional): Tasks / Key Results
- Break down the goal or competency into activities
- Encourage collaboration
- 1 task = 1 owner
- If OKRs are enabled: tasks become Key Results
🔄 Updates & Tracking
Edit Mode
- Edit all creation attributes
Progress Updates
- Manual: goals and tasks
- Automatic (Back Office option):
- Task weighting required
- Progress calculated automatically
Statuses
- On track
- At risk
- Behind
Activity
- History of actions and comments
📊 Goal Management — Dedicated Pages
3 available pages:
- My Goals / Competencies
- My Organization
- All
3 Sections
- Pending
- In progress
- Closed
👉 Creation, updates, and consultation are all done from these pages.
🗺️ Goal Management — Alignment Map
Two views:
- OKRs View
- Organization View
Features:
- Visualization of parent / child relationships
- Direct creation and alignment from the map
- Filter organizations without OKRs
⚠️ If alignment is not allowed → only the View details action is available.
🔒 Closing Goals & Competencies
Two ways to close them:
- Directly from the Goals / Competencies pages
- From a Point using an advanced question (goal progress)