How to include OKR in Performance Review for performing assessment?

Category: Performance provides an option to support the assessment of OKRs in performance assessment by helping you add OKRs.

Why this Feature?

By adding the OKR in the Performance Review we can get a more detailed view of the OKR progress which will help improve the Performance Score of an employee.

Note: Only users with access to Settings can include OKRs in the performance reviews.

Step 1:

Navigate to Settings → Performance → Review Templates from the left navigation panel.

Review Template navigation

Step 2:

Click on the Edit icon of the Review template you want to make the changes to.

Edit Review template

Step 3:

In the Edit Review Template page, in the Basic Details tab, under the Performace Review Assessment Includes section, enable the OKRs toggle and click on Configure to allow Self, Matrix Manager, and Manager to evaluate the OKRs.

Finally, click on Update.

Note: The selected members can only evaluate the OKRs for the performance review.

The users can now view OKRs as part of their performance reviews. While performing the assessment, users can evaluate and add comments for their OKRs.

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