How to set OKRs visibility in performance reviews?

Category: Performance

Profit.co provides a new option to set visibility for OKRs while adding it in Performance Reviews.

Why this Feature?

By using this feature you can now control the visibility of OKR progress at the assessment level like manager, HR, peer assessment, secondary assessment, and self-assessment in Profit.co. Also, you can disable the overall visibility option for the OKRs in the performance management module.

Note: Before you set OKR visibility for performance review, you need to enable Goals via Settings. Only Superusers have access to Settings.

Step 1:

To do this, navigate to Settings → Performance → Goals from the left navigation panel.

Goals

Enable the Goals toggle.

Goals

Step 2:

To set visibility, navigate to Settings → Performance → Reviews from the left navigation panel.

Reviews

Step 3:

Click on the eye icon of Show OKRs toggle, a drop down will appear, with a list mentioning Self-assessment, Peer assessment, Manager assessment, Secondary assessment, and HR assessment. Here you can select where the OKR Review can be displayed.

Note: By default, the Show OKRs toggle will be enabled and all the 5 visibility checklists will also be enabled. If the superuser disabled the Show OKRs toggle the eye icon will be hidden.

Self Assessment

  • When the user unchecks the self-assessment then it should be reflected in the “My Reviews”

Peer Assessment

  • When the user unchecks the peer assessment then it should reflect in the “Feedback”

Manager Assessment

  • When the user unchecks the manager assessment then it should reflect in the “My Directs, My Org Reviews”

Secondary Assessment

  • When the user unchecks the secondary assessment then it should reflect in the “360 degree and secondary reviews”

HR Assessment

  • When the user unchecks the HR assessment then it should reflect in the “HR Administration → Performance Review”

Performance Review

Step 4:

Once you select the self-assessments in the visibility check box, for instance, let’s say that you want to check and perform self-assessment, you will find the OKRs mentioned in the right-hand corner of the review form.

self-assessment

Related Answer Post

To learn more about the process of including OKRs in Performance Review click here.

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