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Goals / OKRs

By Sushmitha and 1 other
• 36 articles

Create Goal with Key Result Progress

- On the left sidebar of your dashboard, click on the "Goals" icon. - To create a new goal, click on "Create Goals". - Set your top-level objective. - You can keep your Goal title concise and add any related details in the "Goal Description" text box. ** this is an optional field** - Choose the cycle for which you are creating the goal. It could be annual, quarterly, or even monthly. By default, the start and end dates will be based on the selected cycle, but you can change them if needed. The end date must fall within the chosen cycle. - Assign owners for the goals. It could be one person or multiple people sharing ownership of a single goal. - What is the scope of this goal: Company-wide, Department, or Individual? If you choose Department as the scope of your goal, please select the specific department the goal will belong to. - You can decide if you want your individual and department goals to be public or private. Company goals will always be public. - Choose how you'd like to track the progress: Default progress: Shows goal progress from 0-100%. You can choose default progress when you want the progress to automatically roll up from the "Key Results" Binary: A goal can be simply measured as complete or incomplete. Number: Useful for goals with a specific numerical target. Dollar/Indian Rupee/Euro: Goals measured in currency. Custom Percent: You can track any percentage value. - Please refer to this link to know more about How to Create a Goal with Milestones in the PeopleBox Dashboard: https://help2.peoplebox.ai/hc/peoplebox-help-center/articles/1725275436-how-to-create-a-goal-with-milestones-in-the-people_box-dashboard 1. Once you create your goal, you can align it with any parent goals in your company. Alignment options include: 1. Creating a Key Result for your parent-level goal by choosing the option "Key Result to Parent Goal." 2. Aligning with a parent-level goal without impacting progress by choosing "Align Goal to Parent Goal." - Click on "Key Result" to include key results for each objective. You can have multiple Key Results for an Objective. - Finally, click "Create," and your goals with key results will be successfully created.

Last updated on Sep 26, 2024

Multiple Alignment (Multiple Parents) for OKRs (Goals)

Introducing Multiple Alignment, Peoplebox recognizes that while the OKR methodology promotes single alignment throughout an organization, the modern workplace often comprises non-linear structures and matrixes. Multiple Alignment empowers teams to effectively navigate these complexities, fostering greater collaboration and productivity across the organization. In this Article: - What is Multiple Alignment? - Using Multiple Alignment - How Multiple Alignment Works - When to use Multiple Alignment - Private Goals and Multi Alignment What is Multiple Alignment The multiple Alignment feature allows users to align a single goal to 2 or more goals above it in the organization. Multiple Aligned goals are easy to distinguish from the rest, look for the title of the parent goals shown on the My Goals, Department, Company or Individual Goals page. Using Multiple Alignment To align a goal to multiple parents in the Create or Edit Goal drawer, look for the Alignment section. You would see an option to add multiple alignments. You can search for the desired goals and do an alignment. In the screenshot below you can see 2 different goals selected. NOTE: We support alignment in the same tree only above the current level. Peer and child alignment are not supported. How Multiple Alignment Works - No progress will be rolled up if the alignment is of an Aligned Goal type, similar to a single alignment. - If the alignment is of KR type, the progress will roll up the same way it does for a single alignment, you are simply contributing to both goals at a higher level When to use Multiple Alignment - If there is a goal that contributes to 2 separate goals, multi-alignment becomes handy. - You can also use multi-alignment to group similar goals that are separately aligned to different goals, into a single-parent goal at your My Goal level to have a clear focus for your personal viewing. Private Goals and Multi Alignment - Private goal alignment will work the same way it used to work with single alignment. - The users who don't have access to private goals will not see the private goal a specific goal is aligned to.

Last updated on Oct 24, 2024

Shared OKRs/Projects - Multiple Teams & Owners

- The Shared OKRs/Projects feature in Peoplebox is a great way for multiple teams & owners to collaborate on their key priorities and initiatives with equal ownership. When to create shared OKRs/Projects with Multiple Teams/Owners? - When an OKR is a key priority for 2 or more functional teams and the team leads need to have shared accountability as the exact contribution cannot be proportioned or separately broken down between them. When both teams are supposed to commonly own and work towards the outcomes, it is good to tag multiple stakeholders and not just a single team/owner as accountable. Example 1: OBJECTIVE: Enhance the onboarding strategy. KEY RESULT: Implement a new program to increase the repeat rate of 1st-time bookers. [Entity: Team(s) - CRM Team & Marketing Team] [Owners: CRM Lead & Marketing Lead] Example 2: OBJECTIVE: Build a world class Engineering org. KR/INITIATIVE: Invest in 2 Training & Development sessions + Capstone Projects for all 4 engg. teams this quarter [Entity: Engineering Department] [Owner: VP-Engineering & All Engineering Managers] Example 3: OKR: Facilitate seamless Annual & Quarterly Goal planning across the org. [Entity: Org level] [Owners: CEO & VP - Strategy & Operations] - In the above examples, if not for Peoplebox's flexible shared OKR model, it gets cumbersome to create duplicate and redundant OKRs for every team/individual when they are supposed to be commonly owned, worded & measured What are the different types of Shared OKRs possible in Peoplebox? - OKRs at an Org entity level - can have Multiple Owners - OKRs at Team entity level - can have Multiple Teams tagged & respective Team admins/members tagged as owners - OKRs at Individual entity level - can have Multiple users assigned as Owners Note: A DRI (Directly Responsible Individual) is accountable for ensuring that OKRs are being properly defined, measured and accomplished. Multiple owner assignments can hamper accountability and encourage a lack of discipline. Please review if it is absolutely essential for your OKR process before adopting it. When NOT to create shared OKRs? - For Org/Team/Individual level OKRs, where there is clarity on the exact Key Result metrics or projects to be owned by respective teams & owners, do not create a single OKR and share it among all, instead create an Objective at the required entity level and create respective single team level Key Results owned by a single DRI so it is deconflicted. Example: OBJECTIVE: Skyrocket revenue in 2021! [Entity: Org level] [Owner: CEO] KR1: Double the ARR every quarter. [Entity: Sales] [Owner: VP-Sales] KR2: Maintain a 120% Net Revenue Retention Rate. [Entity: Customer Success] [Owner: VP-CS] - For cross-functional teams where all different stakeholders are part of respective mission teams, the Objective can be owned by a single team with KRs being worked upon by respective function-related DRIs within the team. Example: OBJECTIVE: Provide best-in-class integration experience for customers. [Entity: Team - Integrations & Partnerships Mission team] [Owner: Mission Team Owner] KR1: Go above & beyond on 5 Enterprise & 5 SMB platform integrations. [Team: Integrations & Partnerships Mission team] [Owner: Product lead] KR2: Enhance the Integration sync time performance by 3x. [Team: Integrations & Partnerships Mission team] [Owner: Engineering lead] KR3: Partner with the top 3 industry leading HRIS providers. [Team: Integrations & Partnerships Mission team] [Owner: Marketing/Partnership lead] How to create shared OKRs for multiple teams? - Click on the "Create Goal" button on the top panel to create a new OKR - Once you enter the objective/ Key Result and want to share it with another team, select multiple teams from the Department selection under the Details tab. - You can either scroll down for your team of choice or search for the respective team in the search bar - Once you select the team and save the Objective/ Key Result, you will start sharing the OKR with that team - Users can also assign multiple teams to Projects in a similar way How to create shared OKRs with multiple users as owners? - Click on the "Create Goal" button on the top panel to create a new OKR - Once you enter the objective/ Key Result and want to share it with another individual, choose owners from the ‘Owner’ option. Here you can assign multiple owners for the OKR - Once you select the owner and save the Objective/ Key Result, you will start sharing the OKR with that individual - The user who has been assigned as the owner will also receive a Slack/email notification notifying the same

Last updated on Oct 24, 2024

OKR Integrations Overview

In this article: - Introduction to integrations - Supported Integrations - Enabling an integration - Data Update Frequency - Request an Integration Introduction to integrations Peoplebox features integrations with industry-leading tools and platforms to make your OKR implementation as simple, effective and seamless as possible. Don’t switch away from the tools you love, and don’t waste time switching back and forth: use integrations to automatically update OKRs when your work gets done and foster ongoing feedback around your goals. Examples - Sales team plans to close $10mil in sales in a quarter. They connect their objective to the Sales Pipeline on Hubspot. As they keep closing new sales, the progress automatically keeps updating in Peoplebox. - Engineering team plans to resolve 50 known security issues in their app in a quarter. They link their objective to an epic under which issues get filed, and set the target of their KPI success metric to 50. Jira Integration ensures that as and when the issues are resolved on Jira, the progress is updated in Peoplebox. Supported Integrations 1. Google Sheets 2. Jira 3. BigQuery 4. MySQL 5. PostgreSQL 6. Hubspot Enabling an integration Anyone with the access to the specified tool can enable a integration, and here’s how it can be done: - Edit a Key Result(KR) you want to integrate with. - In the Edit KR drawer under the Progress section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Data Update Frequency Peoplebox will check for new data once per day. You can also trigger a sync manually by clicking on the integration icon next to the progress bar -> Sync Now to initiate a sync instantly. Request an Integration - Don’t see an integration with your favorite tool? Feel free to suggest one here. - You can also email us on support@peoplebox.ai or gautam@peoplebox.ai. - You can also get in touch using the intercom bubble on the bottom right.

Last updated on Jul 23, 2024

Goals with milestones

What are Goals with Milestones Goals with Milestones is an exciting new feature designed to help you plan and track your objectives effectively. It's a powerful feature that lets you break down your goals into smaller, manageable milestones. With this feature, you can visualize your progress, stay on track, and celebrate your short-term achievements while still focusing on the long-term goal. Please refer to the link: https://youtu.be/b9-LDqYpTMo When to use Goals with Milestones 1. In Peoplebox, when your Goals are divisible into smaller, more manageable targets, these targets are referred to as "milestones." 2. If you set Annual Goals and monitor them on a Monthly or Quarterly basis, Milestones provide a solution to break down your Annual objectives into Quarterly or Monthly milestones. This ensures that you can maintain both the big-picture perspective and the detailed, focused view simultaneously. The same can be done for Quarterly Goals as well. 3. When dealing with Annual Goals and seeking to access both the Annual and Quarterly views without the need for duplicating your goals, Milestones serve as an effective way to achieve this. What are the different ways it can be used? 1. OKR with milestones - Annual to Quarterly: https://youtu.be/b9-LDqYpTMo 2. OKR with milestones - Annual to Quarterly with child milestones as OKRs: https://youtu.be/G0faAOcd0S8 3. OKR with milestones - Quarterly to Monthly milestones: https://youtu.be/WfWjs8EY3m4

Last updated on Oct 24, 2024

Looker Integration

In this article: - Introduction to Looker integration - Enabling the Looker integration - Configuring the Looker connection - Connecting the Looker connection to an OKR - Supported Chart Types and other guidelines - Handling timeout while integrating Introduction to Looker integration Integrating Looker with Peoplebox allows any updates on linked Looker dashboards, tiles or looks to automatically update progress on your OKRs in Peoplebox. This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and progress is updated real-time on Peoplebox. Here is an example of where teams see the benefit of the integration with Looker: - A Product Manager links their Key result (‘Increase payment attempts rate from 98% to 99.5%’) with a Timeseries chart in Looker. As he number gets updated on a daily basis, the KR gets closer to its goal. Enabling the Looker integration Anyone with the access to Peoplebox can enable the looker integration, and here’s how it can be done: - Edit a Key result(KR) you want to integrate Looker with. - In the Edit KR drawer, under the Progress section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled unchecking the Automatic Updates From option. Configuring the Looker connection - After enabling the integration, the first step is to configure a Looker connection. - In the Connect to Looker drawer**,** provide a name for the connection. - Enter the Client Id which your admin has shared with you. - Add the Server URL of your Looker account. - Enter the Client Secret associated with your Client Id. - Click on Save to get up and running with this integration. You can edit the saved connection at any time. While in most cases one connection is enough, Peoplebox allows you to connect with multiple Looker instances. Click ‘Create a New connection’ to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Looker dashboards. Connecting the Looker connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the dashboards or tiles or looks in Looker. - After you have added the authorisation details, the next step is Specify input field. - In the Track KPI From, Dashboard will be selected by default. - In the Dashboard Name, enter the complete title of the dashboard to search for it. Select the options from the searched dashboard. Please remember to enter the complete dashboard title, as Looker's API only works with complete titles. - Select the tile or look in the Dashboard Tile or Look Section. Refer below to see the chart types supported. 👇 - Once the tile or look is selected, the user gets an option to select the x and y axis. - The labels of each of these axis will be shown as per what the chart has in looker. - The value that can be connected to each KR can be a single numeric value so any charts returning non numeric values won't be supported. - Some charts have options to filter on pivots as well and all of that will be shown dynamically based on the chart type. Supported Chart Types and other guidelines - You can Verify your chart type here - All the charts should have proper custom labels for x and y axis. If custom labels are not present then the first label for each axis returned by looker would be shown. Labels don't affect the value selected. - For Percenage based metrics, choose Percentage in the Result Format dropdown. Else the default is Exact - Same format as received from Looker. - Since the charts are generally tracked on a month on month basis whereas OKRs are tracked on a quarterly basis, there is an option of selecting Latest Value while selecting the month axis(x axis). Choose this to keep the values updated even when the current month changes. This option is supported only for charts where the x axis is month. Handling timeout while integrating - The default timeout for a response from Looker is max 40 seconds. - In the event that looker doesn't return the data in this time, you will se an error as follows - To solve the timeout issue, the user needs to make sure that the dashboard data is hot on looker. What it means is that the user should have opened the dashboard on looker multiple times in the last few minutes, such that on refreshing the chart on looker dashboard, it should load instantly. - Once the dashboard data is hot, user should try to integrate on Peoplebox and it should work smoothly.

Last updated on Jul 23, 2024

Hubspot Integration

In this article: - Introduction to Hubspot integration - Enabling the Hubspot integration - Configuring the Hubspot connection - Connecting the Hubspot connection to an OKR - More Details Introduction to Hubspot integration We have launched Hubspot Integration that allows you to link your Key Results to Hubspot Metrics for automatic updation of your goals. For example, You have a goal to build a 20mn USD pipeline. You must be tracking this number in your Hubspot CRM. With this integration, you can update your goal without even logging into Peoplebox. Enabling the Hubspot integration Anyone with access to Peoplebox can enable this integration. Here’s how it can be done: - Edit a Key result (KR) you want to integrate Hubspot with. - In the Edit KR drawer under the Progress Section, you will have an option to select and Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Hubspot connection - After enabling the integration, the first step is to configure the Hubspot connection. - In the Connect to Hubspot drawer**,** click on the Connect to Hubspot button. - A new tab will open where you will need to select a Hubspot account to continue with. - Once you select the Hubspot account, you will be redirected to Connect App page. Click on the "Connect App" button. ​ - After this step, you will be taken to Specify Input Fields tab. - You can update the name of the connection by going back to the Authorize tab. ​ Connecting the Hubspot connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the Hubspot metrics. - After you have added the authorization details, the next step is to Specify input fields. - In the Metrics field, you can search for the metrics you want to connect from the Hubspot such as Total Deal Value, Deals Count, etc. - Then specify the filters such Owner, Date Range, Pipeline, and Stage - Then Verify your result and then click the Save Changes button to successfully link your Objective or KR to Hubspot. More Details - Automatic Updates happen once in 24 hours. You can also at any time do a manual update from the Hubspot icon on the listing and the Goal details page.

Last updated on Oct 24, 2024

Google Sheets Integration

In this article: - Introduction to Google Sheets integration - Enabling the Google Sheets integration - Configuring the Google Sheets connection - Connecting the Google Sheets connection to an OKR - More Details Introduction to Google Sheets integration: https://youtu.be/2gJAzutczL0 Google Sheets integration allows you to link your OKRs to Google Sheet cells for real-time updates of your goals. Say, for example, you have a sales sheet used to track revenue, by implementing a Google Sheet integration, you can save yourself the hassle of repeatedly going back and forth between your sheets and Peoplebox to update your progress: This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and progress is updated real-time on Peoplebox. Enabling the Google Sheets integration Anyone with access to Peoplebox can enable this integration. Here’s how it can be done: - Edit a Key result (KR) you want to integrate Google Sheets with. - In the Edit KR drawer under the Progress Section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Google Sheets connection - After enabling the integration, the first step is to configure a Google Sheets connection. - In the Connect to Google Sheets drawer**,** click on the Connect to Google Sheets button. - A new tab will open where you will need to select a Gmail account to continue with. - Once you select the gmail account, you will be redirected to a permissions selection page. Accept both the permissions before continuing. These permissions are mandatory for Peoplebox to keep an accurate track of the values in the sheets. - After this step, you will be taken to Specify Input Fields tab. - You can update the name of the connection by going back to the Authorize tab. - While in most cases one connection is enough, Peoplebox allows you to connect with multiple Google Sheets connections. Click ‘Create a New connection’ to add another instance. You can add names to your connections to differentiate them. Connecting the Google Sheets connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the cell value in your Google Sheet. - After you have added the authorisation details, the next step is to Specify input fields. - In the Spreadsheet field, you can search for the spreadsheet you want to connect from the list of sheets you have in your drive. - Then within that Spreadsheet choose the sheet from where the cell value will get updated. - Then in the row and column field enter something like G:6. This represents Column G and Row 6. - Then Verify your result and then click Save Changes button to successfully link your Objective or KR to Google Sheets. More Details - The value will keep updating even if the row or column of the specified cell keeps changing. So, don't worry and keep using your Goole sheet as you would have used otherwise. - Automatic Updates happen once in 24 hours. You can also at any time do a manual update from the Google Sheet icon on the listing and the Goal details page.

Last updated on Oct 24, 2024

Update progress from Jira

In this article: - Introduction to Jira integration - Enabling the Jira integration - Configuring the Jira connection - Connecting the Jira connection to an OKR Introduction to Jira integration: https://youtu.be/3HqfWbTTIqk Integrating Jira with Peoplebox allows any updates on linked Jira user stories or epics or issues to automatically update the progress on your OKRs in Peoplebox. This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and that progress is updated in real-time on Peoplebox. Here are a couple of examples where teams see the benefit of the integration with Jira: 1. A Product Manager links their Objective (‘Ship feature OKR Integrations’) with an epic in Jira. As stories within the epic get done, the objective gets closer to its goal. 2. The engineering team plans to resolve 50 known security issues in their app in a quarter. They link their objective to an epic under which issues get filed and set the target of their KPI success metric to 50. Peoplebox ensures that as and when the issues are resolved on Jira, the progress is updated in Peoplebox Enabling the Jira integration Anyone with access to the specified tool can enable integration, and here’s how it can be done: - Edit a Key result (KR) you want to integrate Jira with. - In the Edit KR drawer, you will have the option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration. - This integration can also be disabled by unchecking the Automatic Updates From option. Configuring the Jira connection - After enabling the integration, the first step is to configure a Jira connection. - In the Connect to Jira drawer**, ** provide a name for the connection. - Add the Server URL of your Jira account. - Enter the Email Address and the API token associated with your Jira account. The instructions for generating an API token for your Jira account is available here. - Click on Save to get up and running with this integration. You can edit the saved connection at any time. While in most cases one connection is enough, Peoplebox allows you to connect with multiple Jira instances. Click ‘Create a new connection’ to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Jira stories. Connecting the Jira connection to an OKR Once you have configured the connection, the next step is to start linking OKRs to the stories or epics or issues in Jira. - After you have added the authorization details, the next step is to Specify the input field. - In the JQL text box add a JQL query to match any issues that would relate to the objective or key result. This also means that as more issues in Jira match the query, they keep getting linked to the success of the objective or key result. Read more about what JQL is here. - Once you have added the JQL and selected the Metric of choice, you can Verify your result and then click the Save Changes button to successfully link your Objective or KR to Jira.

Last updated on Oct 24, 2024

How to Create a Goal with Milestones

- On the left sidebar of your dashboard, click on the "Goals" icon. - To create a new goal, click on "Create Goal". - Fill in your objective. You may select goals from the "Use Template" option as well. - You can keep the Goal title concise and add any related details in the "Goal Description" box. Note: This is an optional field! - Choose the cycle for which you are creating the goal. It should either be annual, or a Quarter Cycle. By default, the start and end dates will be based on the selected cycle, but you can change them if needed. The end date must fall within the chosen cycle. - Assign owners for the goals. It could be one person or multiple people sharing ownership of a single goal. - Select and set the scope of the goal to Company, Department, or Individual. If you select Department as the scope of your goal, please choose the specific department the goal will be assigned to. - You can decide if you want your individual and department goals to be public or private. Company goals will always be public. - Choose how you'd like to track the progress: Number: Useful for goals with a specific numerical target. Dollar/Indian Rupee/Euro: Goals measured in currency. Custom Percent: You can track any percentage value. Note: Only the above-mentioned Progress types can be used for Milestone Goals. Default Progress and Binary are not supported. - Set the Start and the End value for the goal. - Click on the below button to divide your goals into Milestones. - If you choose the Quarterly goal cycle, the goal will be divided in 3 monthly milestones. - If you choose the Annual goal cycle, then you have a choice to break it down either into Quarterly or Monthly Milestones. - In the "Quarterly Milestone" option, you can set targets for each quarter. - In "Monthly Milestone", the goal will be divided into 12 months. - You can also add the milestones as Monthly/Quarterly objectives. - Finally, click "Create," and your goals with key results will be successfully created.

Last updated on Sep 26, 2024

Rolling up of progress supported for all progress types

- On the left sidebar of your dashboard, click on the "Goals" icon. - To create a new goal, click on "Create Goal". - Select a goal type from Numeric, Percentage, Currency, or Binary, and specify the start and target values. For instance, in this example, the progress type Number is chosen, with a start value of 0 and a target value of 10,000. - Click on "Auto update by rolling up from children of the same progress type." This will ensure that progress from children of the same progress type is rolled up as a sum to the parent goal. - For the Key Result, ensure the progress type is set to Number, as shown in the example. This allows the "Auto update by rolling up from children of the same progress type" feature to function. Assign a target value of 9,000, contributing to the parent goal's overall target of 10,000, leaving only 1,000 remaining. Note: The progress roll up works when the progress type of Key Result is same as the Objective. - If we set a target value that exceeds the remaining amount, such as setting 2,000 when only 1,000 is left, the system will show this prompt: "When progress rolls up from children, the combined progress of Key Results of the same type (e.g., numeric or currency) can't exceed their Parent Goal's progress." - Assign the correct target value, then click "Create" to create the goal along with the key results. - After the goal is created, as shown in the example, we are checking in a progress of 7,000 out of the 9,000 target value for the key result. - Since the progress type is the same for both the key result and the parent goal, the check-in will roll up to the parent goal, contributing to its target value. In this case, the parent goal's current progress is 7,000 out of the 10,000 target value.

Last updated on Dec 13, 2024

Goals with restricted visibility

- First, navigate to the Goals module. Under "My Goals," you can view the visibility of the goals. For this example, in "Custom Goals 1," both the parent goal and its key results have the custom visibility setting enabled, except for KR 1.2. - For "Custom Goals 2," the custom visibility setting is enabled only for KR 2.1. - Now, go to the homepage and include your goals in the review cycle by selecting the "Define Goals" option. - For key results with custom visibility settings enabled, you won’t be able to add them to the review cycle. The “Add Goal” button will be disabled on the define goals page for these hidden goals. If you hover over them, a message will appear saying: “You can’t include this goal because the manager doesn’t have visibility for it.” This ensures that only visible goals are included in the review cycle. - You can include the key results that do not have custom visibility settings enabled. - If a parent goal (Objective) is hidden but its child goals (Key Results) are visible, the system will prompt a modal before allowing inclusion. The message will read: “The manager doesn’t have visibility for the parent goal. Are you sure you want to include it?” - Click "Submit" after adding weightage to the goals/key results to finalize and save your selections. - Once the goal selection phase is launched, the reviewee's manager can approve the goals directly from the homepage by clicking the "Approve Goals" button. - As a manager, you cannot access the parent goal if its custom visibility is not enabled. Even if the child goals (Key Results) of the parent goal have the custom visibility enabled, the tool restricts access to the parent goal for the manager. Exceptions: Managers who are admins, creators, or owners of a custom goal can still view and access goals that have custom visibility settings enabled.

Last updated on Dec 19, 2024

Goals Import via CSV (V2)

This article explains how to create, edit, and delete goals in Peoplebox using CSV/XLSX upload. It covers file formats, mandatory columns, goal actions, milestone rules, and review cycle requirements. 1. 📂 File Format - Supported formats: CSV, XLSX - Row limit: No strict limit. - Large CSV files may take longer to process, especially if errors are present. 2. 📑 Column Definitions - Row ID: Unique identifier for each row. - Parent Row IDs: Row ID(s) of parent goal(s) within the same upload. Accepts multiple IDs separated by commas. - Parent Goal IDs: Goal ID(s) of existing parent goals already in the system. Accepts multiple IDs separated by commas. - Goal ID: Leave blank when creating a new goal. Mandatory for Edit or Delete actions. Only one value is allowed. - Action: Supported values: Edit, Delete. Leave blank for creating new goals. Any other value will throw an error. - Goal Title: Title of the goal. - Owner Emails: Comma-separated list of owner email addresses. - Goal Cycle: Select from cycles available in the UI (e.g., Monthly, Quarterly, Annually). - Goal Type: Goal measurement type. Supported values: Default Progress, Binary, Number, Custom Percent, Euro, Dollar, etc. - Scope: Goal scope: Individual, Department, Company. - Departments: Department name(s), case insensitive. - Start Date: Start date of the goal. - End Date: End date of the goal. - Description: Description of the goal. - Starting Value: Initial value of the goal. - Target Value: Target value of the goal. - Current Value: Latest check-in value. - Progress Status: Must match progress options available in the UI. - Check-in Type: Progress tracking method: Auto Rollup, Manual, or External Source. - Tags: Assign tag(s) to a goal. If multiple, separate with commas. - Review Cycle ID: Review cycle ID if linking to a review cycle. - Review Cycle Weightage: Goal weightage (%) in the review cycle. - Approved: TRUE or FALSE — indicates manager approval. - Custom Visibility Employees: Comma-separated list of employee emails for custom visibility. - Custom Visibility Departments: Comma-separated list of department names for custom visibility. - Milestone Summary Method: Method for milestone progress calculation: Sum, Average, Last Value. - Milestone Progress Targets: Milestone targets in a-b,c-d format. Example: 25-50,75-100. - Has Milestones: TRUE or FALSE — whether the goal has milestones. - Integration Config: Configuration details (JSON) required to connect a goal with an external data source for auto-sync. This config enables Peoplebox to fetch and sync goal data automatically from that source. 3. 🎯 Goal Actions ✅ Creating a Goal - Leave Goal ID and Action blank. - Mandatory fields: Row ID, Goal Title, Owner Emails, Goal Cycle, Type, Scope, Visibility - Optional fields: Start/End dates, Description, Starting Value, Target Value, etc. Use Cases: 1. Standalone Goal (no parent or child alignment): Only mandatory fields required. 2. Key Results (KRs) for a Parent Goal created in the same upload: - Fill in Parent Row ID of the KR. - The value must match the Row ID of the parent goal in the same file. 3. Aligning a Goal to an Existing Goal in the System: Provide the Parent Goal ID. ✏️ Editing a Goal - Set Action = Edit. - Always include the Goal ID of the goal you want to edit. - Provide only the column(s) you want to update (in addition to Goal ID and Action). ❌ Deleting a Goal - Set Action = Delete. - Always include the Goal ID of the goal to delete. - No other fields required (even if extra fields are provided, they will be ignored). Special Cases: - Deleting a Key Result (KR): Provide KR’s Goal ID + Action = Delete. - Deleting a Parent Goal with multiple KRs: Provide Goal ID of the parent + Action = Delete. - ⚠️ Associated KRs will not be deleted automatically. Each KR must be deleted separately. 4. 📊 Milestone Rules - Monthly Cycle: - Milestone Split Type must be left blank. - Any value entered will throw an error. - Quarterly Cycle: - Milestone Split Type can be Monthly (3 milestones). - Annual Cycle: - Milestone Split Type can be: - Monthly (12 milestones), OR - Quarterly (4 milestones). - Milestone Progress Targets: - Format: a-b,c-d - Example: 25-50,75-100. 5. 🔄 Review Cycle Rules - Only Admins can upload review cycle goals. - Validation depends on goal configuration in the Review Cycle (RC): - Goals with Key Results: Upload must contain only KRs. - Goals without Key Results: Upload must contain only Goals. - If a non-admin uploads rows with Review Cycle ID → those rows will fail. Review Cycle Weightage: - If weightage does not sum to 100%: - ✅ Upload will be marked Done if the approval phase exists. - ❌ Upload will remain Undone if no approval phase is configured. - Missing weightage can be resolved by: - Admin uploading additional goals, OR - Manager adjusting via UI, OR - Reviewee adjusting via UI. 6. 📝 Additional Notes - Company-level goals: - Only Admins or users with the Custom Role (Admin permission) can create them. - Only Admins, goal owners, or managers of the goal owners can edit/delete them. - Owner Emails: Must be valid email IDs. - Duplicates: Re-uploading the same file multiple times will create duplicate records.

Last updated on Sep 05, 2025