Getting started with OKR App¶

OKR (Objectives and Key Results) guides the whole company in working toward one common goal, and each company member can see their contributions to achieving that goal.

Requirements

This tutorial requires the installation of the following applications/modules:

Objectives and Key Results - OKR

Viindoo OKR main features¶

Set up objectives and key results in a hierarchy structure;
Assign an owner to each OKR;
Automatic update objective progress based on key results current progress;
Define weight of each key result (based on priority and the contribution of each key result toward the main objective);
Share OKRs with the whole company to use as the guidelines for next actions;
Integration with the Project and Attendance apps for detail planning, tracking the objectives completion progress and make timely resources adjustments;
Transparent data, easy history and objectives failure reasons tracebility to learn from experience and propose adequate plans;
Define OKRs for the next period based on the previous OKR results;
etc.

Application installation¶

To install the OKR app, navigate to Viindoo App, search with the OKR keyword then press Activate.

After completing installation, the OKR module will be in the main view of the system.

User access rights¶

To set up access rights for each user, navigate to Settings > Manage Users, select the user account you want to configure, or create a new one. For more details, read more in the User account setting and management article.

Select the access rights that you want to configure for this user:

Viindoo software provides the following OKR access rights:

Empty: The user can see the company’s OKRs. Besides, this user can create personal OKRs or OKRs for the department that they are managing, and edit/confirm/delete OKR nodes assigned to them.

Note

Users without access rights to the OKR app cannot edit the OKR nodes assigned to other users.

User: The user will be able to manage his/her own department’s and subordinate’s objectives and key results.
- Assign OKR nodes to their department or the ones that they are managing. Read more details about how to set up manager* for a department in: Departments.
- Auto-assign OKR nodes to themselves or their team members. Read more about the manager configuration for each employee in the general information on Create new employee article.
Officer: The user will be able to manage all the objectives and key results.
Administrator: This is the highest access right of this app. This user can create or edit/confirm/delete OKR nodes created by any employee, assign OKR nodes to any department or employee in the company, and access to Configuration section.

Note

Any user in the company can follow all the tasks related to OKRs even though they are not added as a follower of said project/task.