Accessing user's performance Goals through a mobile device offers several advantages:
- Convenience and Accessibility: Mobile access allows employees and managers to view and update performance Goals anytime, anywhere, enhancing flexibility and ensuring that performance management can seamlessly integrate into daily activities.
- Real-time Updates and Feedback: With mobile access, updates to performance Goals and feedback can be made in real time, fostering a culture of continuous improvement and immediate recognition of achievements or areas needing attention.
- Increased Engagement: The ease of access through a mobile device can lead to higher engagement levels, as employees are more likely to regularly check in on their goals, track progress, and stay motivated.
The following are the features that are available in the Performance module.
- View Goal List and OKR
- View Details, and Update Progress
- Add / Edit Goal and OKR
To utilize this feature, ensure users OrangeHRM mobile app is updated to Version 5.0 or later. First select the Goals/OKRs under the performance module from the main menu.
Add / Edit Goal
Users can Add/Edit Goals by navigating Select Menu-> Performance-> Goals/OKRs-> Goals, Objectives and Key Results List. To create Goals, click the "+" button.
Following this, the application will present the user with options to choose from, including Goal, Subgoal, Objective, and Key Result, for what they aim to create. The user can select the Goal from the available options.
Complete the following fields in the form and Click 'Save'.
| Field | Description |
| Name | Name of the Goal. |
| Description | Description of the Goal. |
| Due Date | Due date of the Goal. |
| Weight | This field may allow users to assign a numerical or qualitative weight to the Goal, indicating its relative importance or impact. |
| Priority | Define the Goal priority based on the following priority statuses Low, Medium, High, and Critical |
| Level | It could represent a level or category associated with the Goal. |
| Assigned to | The owner’s name will be captured here. |
| Status | Select the status (All, Pending, In progress, Achieved, Not Achieved, On Hold) |
| Evaluator Groups | Select Evaluators for the Goal. |
| Completion | The owner’s name will be captured here. |
| Read Only (for Assignee) | This field implies that the Goal may be set to a read-only mode for the person to whom it is assigned, restricting their ability to modify certain aspects of the Goal. |
How to Create Sub Goal
Users can create Sub Goal by navigating Select Menu-> Performance-> Goals/OKRs. In the Goals, Objectives and Key Results List. Click the ‘+’ button To add sub-goals, click 'Add Sub Goals.
Complete the following fields in the form and Click 'Save'.
| Field | Description |
| Parent Goal | Select the parent Goal of the new Goal being created. |
| Name | Name of the Goal. |
| Description | Description of the Goal. |
| Due Date | Due date of the Goal. |
| Weight | This field may allow users to assign a numerical or qualitative weight to the Goal, indicating its relative importance or impact. |
| Priority |
Define the Goal priority based on the following priority statuses Low, Medium, High, and Critical |
| Level | It could represent a level or category associated with the Goal. |
| Assigned to | The owner’s name will be captured here. |
| Status | Select the status (All, Pending, In progress, Achieved, Not Achieved, On Hold) |
| Evaluator Groups | Select Evaluators for the Goal. |
| Completion | Percentage of Completion. |
| Read Only (for Assignee) | This field implies that the Goal may be set to a read-only mode for the person to whom it is assigned, restricting their ability to modify certain aspects of the Goal. |
To complete the process, click the "Submit" button after ensuring all required information has been added.
How to Create Objectives
Users can create an Objective by navigating Select Menu-> Performance-> Goals/OKRs. In the Goals, Objectives, and Key Results List. Click the ‘+’ button To add an objective, click 'Objective’
How to Add Key Results
Users can create Key Results by navigating Select Menu-> Performance-> Goals/OKRs. In the Goals, Objectives, and Key Results List. Click the ‘+’ button To add a key result, click 'Key Result’
Once the user saves the Key Result, it enables the user to add Key Results to the created Objective. A Key Result is also a Goal that retains the behavior of Goals except:
- It can have a metric (optional)
- It has a parent (mandatory, and cannot be changed)
- It cannot have sub-goals
View Goal/OKR Details
In the list view below, users gain valuable insights into their Goals and Objectives. The following information will be reflected in the Goal, Objective & Key Results screen.
- The title of the Goal/OKR, Key Result, and Subgoal provides a quick identification for each Objective.
- The description of the Goal/OKR, Key Result, and Subgoal provides a more comprehensive understanding of each Goal.
- The Goal/OKR, Key Result, and Subgoal have assigned owners, making it straightforward to monitor the assigned employees and their progress.
- The priority of the Goal/OKR, Key Result, Subgoal
- The segmentation of the Goal/OKR into Organizational and Individual levels allows for easy monitoring.
- The real-time progress tracking feature empowers users to assess achievements and milestones efficiently.
How to filter the Goals / OKRs
When the user logs in to the mobile application under the Performance module go to the Goals / OKRs list. Then click the filter icon in the top right corner.
| Field | Description |
| Title | Enter the title |
| Employee Name | Enter the employee's name |
| Type | Select the type (All, Goals, Objectives, Key Results) |
| Due Date | Select the due date (This week, Last week, Next week, This month, Last month, Next month.....) |
| Status | Select the status (All, Pending, In progress, Achieved, Not Achieved, On Hold) |
| Priority |
Define the Goal priority based on the following priority statuses Low, Medium, High, and Critical |
| Include Archive Goal | When enabled, this option preserves user-defined filter definitions. |
| Set as Default Filter | User-defined filter definitions will be preserved if this option is enabled thus allowing each user to customize the directory list as per their preference. Once this is toggled on, the existing filter combination will be saved and maintained for subsequent logins as a custom default filter. |
Choose the appropriate fields and click on search to refine users' results. The application will display a 'List View' corresponding to the information the user has entered.
How to send Reminders
- How to send the individual reminders to the Goal/OKR, Key Result, or Subgoal owners
To send reminders, swipe left on the Goal/OKR, Key Result, or Subgoal that requires reminders, then click on the reminder icon
- How to send the reminders to the multiple Goal/OKR, Key Result, or Subgoal owners
The user needs to long-press on the Goal/OKR, Key Result, or Subgoal and then select any additional Goal/OKR, Key Result, or Subgoal for which they intend to send reminders. Following this selection, click on the notification button located in the top bar.
How to delete Goal/OKR, Key Result, or Subgoal
- How to delete individual Goal/OKR, Key Result, or Subgoal
To remove a goal, OKR, key result, or sub-goal, swipe left on the respective item, then select the delete icon to proceed with deletion.
To confirm, the application will show a pop-up message to confirm the action. If the user wishes to proceed with the action, tap on, 'Yes, delete.'
- How to delete multiple Goals/OKR, Key Results, or Subgoal
The user needs to long-press on the Goal/OKR, Key Result, or Subgoal and then select any additional Goal/OKR, Key Result, or Subgoal for which they intend to delete. Following this selection, click on the delete button located in the top bar.
Unapproved Goals, Objectives, and Key Results
Unapproved goals refer to objectives that have been set or proposed by employees but have not yet received formal endorsement or authorization from their supervisors or management. These goals may be pending review for various reasons, such as alignment with the company's broader objectives, feasibility, resource allocation, or suitability within the employee's role and responsibilities. Supervisors may need to evaluate these goals to ensure they contribute effectively to the team's and the organization's success before giving their approval. To Access this option navigate to Menu-> Performance-> Goals/OKRs-> Unapproved List.
When logged into the system as an admin, the user can view the goals submitted by your employees. When logged into the system as a supervisor, the user can view the goals submitted by their subordinates.
- How to approve multiple Goals/OKR, Key Results, or Subgoal
Navigate to the unapproved goal and long-press a single goal, select a few other goals, OKRs, etc. Then click on the 'Approve' icon from the top bar. Then include the approval note and then click the 'Approve' button.
Update Goals, Objectives, Key Results and Subgoals
Users can update progress by navigating to Menu-> Performance-> Goals/OKRs-> Goals, Objectives and Key Results List-> Select the Goals, Objectives, Key Results and Subgoals. As seen in the screen below Click the "+" or "-" icon to increase and decrease the progression of the Goal.
Goal and OKRs accomplishments can now be progressed beyond 100% to recognize and highlight who have exceeded expectations. To update the Goal's status, click the down arrow next to the Goal's status.
| Goal Status | Description |
| All | All the Goals are listed down irrespective of the status of the Goal. |
| Pending | Only the Goals with a completion rate of 0% are listed here. |
| In Progress | Only the Goals with a completion rate of more than 0% and less than 100% are listed here. |
| Achieved | Only the Goals with a completion rate of 100% are listed here. |
| Not Achieved | Any Goal marked as "Not Achieved" list down here |
| On Hold | Any Goal marked as "On Hold" list down here |
How to add Comments
Users can add Comments by navigating Select Menu-> Performance-> Goals/OKRs-> Goals, Objectives and Key Results List. When clicking the "Comments" option, it will direct the user to the following screen and the User can add comments here.
How to upload attachments
Users can add attachments by navigating Select Menu-> Performance-> Goals/OKRs-> Goals, Objectives and Key Results List-> each Goal. To upload documents or any attachments click the “Attachments” icon from the Goal/OKR screen. Only files containing a maximum of 5MB. The user can attach and save as below.