Adding and Editing Company-Level Key Results

Adding a Company-Level Key Result

Company-Level Key Results determine the completion status of a Corporate Objective.  Employees can align an objective with a company-level key result or, contribute to a Team OKR that aligns with a company-level key result. In either case, as employees progress, their efforts are calculated towards the completion of the Corporate Objective. 

This article contains the following sections:

  • Adding a Company-Level Key Result
  • Editing or Deleting a Company-Level Key Result
  • Setting the Visibility of a Company-Level Key Result

Note: You need the Corporate Strategy Administrator permission to complete the directions below. 

How to Add a new Company-Level Key Result

1. On the top toolbar, click the Modules menu and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.


3. Using the scroll bars, locate the Corporate Strategy you would like to add company-level key results to. For information on adding corporate strategies, see Creating Corporate Strategies (Admin Only).

4. Click the +Add KR  link in the lower right-hand corner. Then, select Add Key Result. For more information on Long-Term Key Results see Adding a Long-Term Key Result).

5. Enter the following information on the Add Key Result screen.

        • Title: Enter a name for the key result.
        • Description: Enter the information for the key result.
        • Image: Click the placeholder image to select a new image to represent your key result. Your employees will see this image when aligning their individual objectives.
        • Measures: Describe the qualifications required.
        • Date Range: Select the dates for the key result to start and end. The start date will determine the duration the key result is listed under.
        • Priority: Enter a numeric priority for the key result.
        • Owner: Assign an owner for the key result if desired.

newCKR

6. If Long-Term Key Results have been previously created, you can align your Key Result with one by selecting it in the Long-Term Key Result Alignment section. You can select a Long Term Key Result by clicking the field, and selecting one from the drop-down menu. For more information on Long-Term Key Results see Adding and Editing Long-Term Key Results.

7. When you have finished adding your data, click the Save SaveButton button.   The Corporate Strategy screen will update and the new Company-Level Key Result will be displayed. 

Editing or Deleting a Company-Level Key Result

You can edit or delete existing company-level key result by following the steps below:

1. On the top toolbar, click the Modules menu and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.

3. Chose the Key Result you wish to edit and click the Ellipses icon in the lower-left corner. Select Edit. Alternately, to delete, select Delete.

4. Enter your changes in the Edit Key Result window and click the Save SaveButtonbutton. Your changes are saved. 

Setting the Visibility of a Company-Level Key Result

You can set the visibility of a company-level key result by following the steps below:

1. On the top toolbar, click the Modules menu and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.

3. Chose the Key Result you wish to edit and click the Ellipses icon in the lower-left corner. Select Set Key Result Access. 

4.  In the Key Result Visibility window, set the Available drop-down menu to Groups or Then, enter the name of a person or group in the Search field. 

Note: Use the Select pull-down to select All or None.

5. Click the individual or group from the Available list to activate the Add button. Click the Add  button to move your selections to the Assigned list.

6. Use the Remove button to delete an individual or group from the Assigned.

7. Click the Save SaveButton button when finished.  When saved, only the selected individuals or groups will see, or be able to align to, the Company-Level Key Result.