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

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 is allowed to create the OKR period or performance review cycle.

Step 1

Navigate to Settings → General → Periods.

Step 2

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

Select the Custom tab. 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.

Related Answer Posts

• To learn more about creating an Objective using form click here.
• To learn more about creating Key results using form click here.
• To learn more about initiating Performance Review click here.