Goals functionality in CakeHR is designed to fully support OKR framework. Hence, it can also be renamed to OKRs (by admin level users). We recommend to start by selecting the naming methodology & adjusting other permissions in Settings > Performance > Goals.
After the settings & permissions are adjusted, head over to Goals, or if you renamed it, OKRs tab in the side-bar menu. This is where you can add new or see, update & keep track of already existing individual, team & company-wide goals in the organisation.
Individual goals (nested under my employee goals & personal goals tabs) - are goals assigned to specific employees. Individual goals can also be added from within employee profiles. An example of an individual goal:
Team goals - can be added by team managers only for their team. The team manger is also responsible for updating the progress of these goals. However, when creating or editing a goal, managers can add collaborators to help with updating the progress of the key results later on:
Company goals - can be created & edited only by admin-level users. Managers & employees can only view them & leave comments. In Goals tab, employees won't see "Company goals" section until there is at least one company goal created.
When creating or editing a company goal, it is possible add owners and collaborators either for the whole goal (same as for Team goals) or only specific key result within that goal. You will see a pencil icon when hovering over a specific key result > then click Advanced > Add owner or collaborator.
^ When adding key results, you can also adjust the weight of each key result by clicking on the weights icon, freeze specific key results , add comments & rearrange their order.
Moreover, apart from categorising goals by whom they are assigned to, you can use the Goal Chart to visually see & keep track of goal completion. You only have to link goals when creating or editing them. As long as the linked goals fall in the same quarter, the chart will be built out automatically, :
Quarterly Progress is another interactive way of representing goals in a user-friendly way:
And, of course, at the end of the quarter, goals need to be reviewed & marked as completed:
All Goal // OKR history, including comments & activity log is saved.
Users with Administrator access can follow Goal // OKR statistics from Reports > Performance > Goals:
If you have any questions - we are happy to help! Feel free to use the chat-box to reach out to our support team.