Before you proceed, we highly recommend reading this blog post about individual OKRs and personal development goals.
Enabling Individual OKRs & KPIs
ℹ️ This requires Superadmin rights.
By default, all OKRs and KPIs must have an Owner. An Owner is always the company or a team. However, for individual OKRs or KPIs, it often doesn't make sense to have an Owner, so you can make this field optional.
Go to Configure > Features.
Select Individual OKRs & KPIs.
Click Save.
Creating individual OKRs and KPIs
Without an Owner
From your User page or Home:
For KPIs
Click + Add KPI.
Add a Name.
Add a Description (optional).
Add Current value.
Add Metric unit (Numerical, Percentage or choose a currency).
Select the KPI should: Stay at or above, Stay at or below, Increase to, or Decrease to.
Leave Owner blank.
Select a Lead.
Click Save.
For OKRs
Click + Add OKR.
Add a Name.
Select Alignment.
Leave Owner blank.
Select a lead.
Select a Timeframe.
Click Save.
With an Owner
Instead of leaving the Owner field blank, you have 2 options:
Add them to existing Teams (eg. Sales, Marketing) and assign the Lead for the Objective, its Key Results, and Initiatives all to the same person.
Create a special Team (eg. "Individuals & Personal Goals") for all individual goals, and assign this Team as the Owner for all individual OKRs and personal development goals.
In all cases, Supreme users can use private OKRs and KPIs to hide these goals so they're only visible to the individual and their manager.
💡 Pro tip: Using Perdoo for performance reviews? Easily view a snapshot of an individual's progress by exporting their profile page and uploading it to your HR management system. First, select Show KRs & Initiatives (optional: filter Results by All Result types, Key Results only, or Initiatives only), then Print full page:
Have a question?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.