ℹ️ Available on all plans.
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 a Team. A Team can be the company, department, region, team, etc. However, for individual OKRs or KPIs, it often doesn't make sense to have a Team, so you can make this field optional.
Go to Configure > Features.
Select Individual OKRs & KPIs.
Click Save.
Creating individual OKRs and KPIs
Without a Team
From your User page or Home:
For KPIs
Click + Add KPI.
Add a Name.
Add a Description (optional).
Select whether the KPI should: Stay at or above, Stay at or below, Increase to, or Decrease to.
Add Unit (e.g. %, #, currency symbol, days, minutes, etc).
Leave Team blank.
Select a Lead.
Click Save.
For OKRs
Click + Add OKR.
Add a Name.
Select Alignment.
Leave Team blank.
Select a Lead.
Select a Timeframe.
Click Save.
With a Team
Instead of leaving the Team field blank, you have 2 options:
Add them to existing Teams (e.g., Sales, Marketing) and assign the Lead for the Objective, its Key Results, and Initiatives all to the same person.
Create a special Team (e.g., "Individuals & Personal Goals") for all individual goals, and assign this Team as the Team 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: Need info from 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 Key Results & Initiatives (optional: filter by All types, Key Results only, or Initiatives only), then Print full page:
You can also filter a Cascade view in Explore by lead and export the data as a CSV, PDF or PPT.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.