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Performance
Updated Apr 20, 2026

How do I set goals and OKRs?

Create weighted OKR goals with milestones, assign to individuals or teams, and track through a 5-stage lifecycle.

goals
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objectives
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Go to Performance > Goals and click "Create Goal." Write the objective and select a category: Strategic, Development, Team, or Individual. Set a weight (how much this goal contributes to the overall performance score). Assign it to one or more employees. Break it into key results or milestones, each with a target progress percentage. Goals move through a lifecycle: Submitted → Agreed → In Progress → Completed → Evaluated. Use the bulk-assign feature to roll out a goal to an entire team at once. Progress is updated by employees or managers as work advances.

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