Managing your teams objectives.

Go to the My Team section, click on the Performance tab, you will be directed to the Objective Insights tab.

Objective insights give you an overview of your team's objectives and their status at a glance.

In this article, we will discuss all the features available in this section. Please note that not all features may be visible to you as their visibility depends on your organization's policies.

Here, at the top of the page you are presented with a toggle to switch between Direct Reports and Indirect Reports. A direct report is an employee that works directly below you in the organization, often referred to as a subordinate. An indirect report, in contrast, reports to your own direct report. In other words, indirect reports are employees who work under you but report directly to your own direct report.

You can select the time frame you want to focus on by clicking on the dropdown box to the right.

You have the ability to remind team members with no objectives to set objectives for themselves, or team members who have not updated their objectives to do so.

Below, there are a few graphics to help give a visual reference of all the objectives and their different categories.

The Employee objectives overview gives you a breakdown of the objectives of each employee with respect to their status.

Team Objectives

Through the Team Objectives tab you get an overall view of the individual objectives of all team members.

You have various filter options available like time frame, status, and tags to fine tune your selection.

You can track individual objectives of each employee under you and check the progress on objectives by clicking on the respective team member.

To view an objective in detail, click on the particular objective.

A new page will open which will detail the various elements of the objective that you have selected. On this screen, you will be able to view the progress on this particular objective over time. If it is a new objective, you will see an empty graph at the top of the page.

You can see the various Key Results that have been added to the objective. You can directly update the progress on these key results from this page. You can also add specific tasks to further subdivide the objective or the key result on behalf of the employee.

You can update the progress on a key result on behalf of the employee using the Slider given on this page. To update the progress, move the slider to the desired value. You can also click on the slider and enter the desired value in the drop-down that appears.

You can enter a note when updating the progress. You also have the option to add an attachment when you are updating the progress.

Click on Update once you are done.

You can also click on the Key Results on this page to see further details. On the Key-Result Details page, you can update the progress, add more information to these key results such as adding a description or a note, or even add tasks to the key result to help break down this key result into smaller tasks. 

To know about how to add objectives click here.

 For additional support or to explore more features, please visit our support center or contact our helpdesk.