Managing Objectives
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      2. Objectives
      3. Managing Objectives

      Aligning an Objective

      Align your objective to other objectives or to the corporate strategy to share your contributions with your team and organization.

      Tip: Objectives can have one vertical alignment and multiple horizontal alignments. A key result can have one vertical alignment.

      Navigation

      Click the Modules menu icon in the upper right corner, then select the Objectives module. 

      ObjectivesModule-1

      Aligning an Objective

      When adding a new objective or editing an existing one, select the alignment field. An objective can be aligned horizontally to other objectives, or vertically to the corporate strategy. 

      ObjectiveAlignmentMenu

      Horizontally Aligning an Objective

      Select the horizontal alignment option, then search for the objective(s) you wish to align to by title or person. You can horizontally align to one or multiple objectives by clicking the Align button and then clicking Apply.


      HorizontallyAlignObjective

      Vertically Aligning an Objective

      Select the vertical alignment option, then apply any desired filters to find the company-level key result or long term key result to align your objective. 

      When vertically aligning your objective, you may align two different ways. 

        • Direct Contributor: Objective progress directly calculates into company-level key result progress.
        • Indirect Contributor: Objective progress supports, but does not calculate into company-level key result progress. 

      VerticalAlignObjective

      Note: Long Term Company-Level Key Results can only be aligned to indirectly.

      Vertically Aligning a Key Result

      Edit a new or existing key result to access supporting details and advanced fields for the key result. 

      EditKRButton-2

      Select the alignment field and the vertical alignment option. Apply any desired filters to find the company-level key result or long term key result to align your key result.

      When vertically aligning your key result, you may align two different ways. 

        • Direct Contributor: Objective progress directly calculates into company-level key result progress.
        • Indirect Contributor: Objective progress supports, but does not calculate into company-level key result progress. 


      KRAlignment

      View Alignment Details

      After setting the vertical or horizontal alignment for your objective, you can view the details for the alignment by selecting the alignment indicator within the alignment field. 

      Additional options for removing alignment and viewing hierarchy are available when viewing the alignment details. 

      ViewingAlignment