How to create Customize OKR periods under settings in Profit.co?

Category: OKRs

Profit.co provides an option to create custom OKR Periods or Performance Review Cycle for setting OKRs and initiating Performance Review.

Why this Feature?

  • You can now establish a custom OKR period or performance review cycle with a name and a duration of your preference.
  • These custom periods will be accessible in the filter menu when configuring OKRs or initiating performance reviews.

Note: Only the Super User can create the OKR period or performance review cycle.

Step 1

Navigate to Settings → General → Periods from the left navigation panel and switch to the Custom tab.

Step 2

On the Custom page, click on the Add Custom Period button.

Now add a Period Name, Year, Start Date, and End Date, and click on the Add button.

Step 3

You can create a new OKR with the new time period.

Now when you select a particular OKR period, the custom-created period will be available in the filter menu.

Step 4

Also, when you initiate a performance review, the custom period will be available.

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