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OKRs (HCM) ​

This page documents the shipped OKRs screen (hcm-performance) — Objectives and Key Results, as its own tree structure alongside Goals. Not for plugin developers.

Creating an objective ​

Create Objective — name it, pick an Objective Type and Level (so you can build a company → team → individual hierarchy), the Cycle it belongs to, and optionally a Parent Objective to align it under. Turn on Require Approval if it needs sign-off before it counts.

How progress works ​

Each objective's Progress is a real weighted roll-up of its Key Results — not something you set by hand. Add Key Results underneath an objective (shown in the grid's Key Results count), and the objective's own progress reflects how those key results are actually tracking. A circular alignment (an objective that ends up depending on itself through a chain of parent/child links) is actively prevented, not just discouraged.

The KPI row — Objectives, Key Results, On Track, At Risk, Avg Completion — gives you a program-wide read on how OKRs are progressing this cycle.