How to set OKRs visibility in performance reviews?

Category: Performance provides an option to set visibility for OKRs while adding it in Performance Review.

Why this feature?

  • By using this feature you can now control the visibility of OKR progress at the assessment level.
  • Visibility of OKRs in performance reviews promotes transparency in assessing individual and team performance, facilitating constructive feedback and alignment with organizational goals.

Step 1

Navigate to Settings → Performance → Reviews from the left navigation panel.

Switch to the Reviews tab and click on the Edit icon to edit the Review Template where you want to set the OKR visibility.

Step 2

Under the Review Process tab, click on the Assessment edit icon to set the visibility. For instance, set OKR visibility for the self-assessment.

Once done, click on Update. 

Step 3

Initiate a new review with the modified Review Template.

The self-assessment user will get the OKRs to perform the assessment. 

Note: You can monitor your check-in progress as you conduct the performance review by clicking on the check-in graph icon. 

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To learn the process of setting mandatory comments for the assessments, click here.

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