Accessing employees' 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.

• Add / Edit My Goal and OKR
• View My Goal List and OKR
• View Details and Update Progress

To utilize this feature, ensure that you use the OrangeHRM mobile app that is updated to Version 5.0 or later.

Add / Edit My Goal 

You can add/edit My Goals by navigating to Menu-> Goals-> My Goals. Once you click the My Goals following screen will appear.

To add a Goal or an Objective, click the plus (+) button. You will then be given the option to select either a Goal or an Objective.

   

Now, you can create a goal. Fill in the following required details:

       

Once you complete the form, click the 'Save' button.

To complete the process, click the "Submit" button after ensuring all required information has been added. Upon completion, the supervisor will receive the notification requesting approval. 

How to Create a Sub-Goal

To create a sub-goal, follow these steps:

1. Create a Goal: First, you need to create a primary goal. Once the goal is created, it will be displayed in the goal list.

2. Select the Goal: Click on the goal to which you wish to add a sub-goal.

3. Add Sub-Goal: Once you view the goal, you will see the option "Sub Goals". Once you click the Sub Goals, the Sub Goals screen will appear. Click the plus (+) button to add a sub-goal.

           

 

Upon clicking, the following screen will appear. Fill in the necessary details for the sub-goal. After filling in the details, click the Save button to add the sub-goal.

           

Use the following table as a reference

Upon completion, the supervisor will receive the notification requesting approval. 

How to Create Objectives

To add an Objective, click the plus (+) button. You will then be given the option to select either a Goal or an Objective. Select an objective.

        

Then the following screen will appear. Fill in all the required details and click on the "Save" button.

   

How to Add Key Results

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

To create a key result, follow these steps:

1. Create an Objective: First, you need to create an Objective. Once the Objective is created, it will be displayed under My Goals.

2.  Select the Objective to which you wish to add a Key result.

3. Once you view the objective, you will see the option "Key Results". Once you click the Key Results, the Key Results screen will appear. Click the plus (+) button to add a Key result.

                          

Upon clicking, the following screen will appear. Fill in all the required details and click on the "Save" button. 

 

View My 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 Sub Goal provides a quick identification for each Objective.
• The description of the Goal/OKR, Key Result, and Sub Goal provides a more comprehensive understanding of each Goal.
• The Goal/OKR, Key Result, and Sub Goal have assigned owners, making it straightforward to monitor the assigned employees and their progress.
• The priority of the Goal/OKR, Key Result, and Sub Goal
• 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.

In the top-left corner of each Goal, Objective, Sub Goal, or OKR, you'll find clearly marked labels:

• G for Goal

• O for Objective

• KR for Key Result

• SG for Sub Goal

These labels help you quickly identify the type of item you're looking at, making navigation and management of goals more intuitive and organized.

 

How to filter the My Goals / OKRs / Objectives

Click on the filter button located in the top-right corner of the screen. The search goals screen will appear, where you can select the type, whether it's a Goal, Objective, or OKR.

               

 

Choose the appropriate fields and click on search to refine the results. The application will display a 'List View' corresponding to the information the user has entered.

 

How to delete My Goal/Objective/OKR, Key Result, or Sub Goal 

• How to delete an individual Goal/OKR.

To remove a Goal, Key Result, Objective, or Sub-Goal, swipe left on the respective item, then select the delete button to proceed with deletion.

Then a pop-up message will appear. Click on the "Yes, Delete" button to confirm.

     

 

• How to delete multiple Goals/OKRs 

The user needs to long-press on the Goal or objective, then select any additional Goals/OKRs that you want to delete. Following this selection, click on the delete button.

 

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  My Goals -> Unapproved List. 

             

When logged into the system as an ESS, in this list view, you can see all the Goals, sub-Goals, and OKRs that are assigned to you. All your Unapproved goals, sub-goals, and OKRs can be seen here in the ‘Unapproved List’. You cannot update the progress of these goals, sub-goals, or OKRs till your supervisor approves them.

 

Update the progress of the Goals, Objectives, Key Results, and Sub-Goals

Employees can update progress by going to either Goals, Objectives, Key Results, and Sub Goals, as shown in the screen below. Click the "+" or "-" button to increase and decrease the progression of the Goal. 

           

           

Goal and OKRs accomplishments can now be progressed beyond  100% to recognize and highlight those who have exceeded expectations. To update the Goal's status, click the down arrow next to the Goal's status.

       

 

Please note that you cannot update the Objectives manually; Objectives are automatically updated after the assigned Key results are updated.

How to edit Goals, Objectives, Key Results, and Sub-Goals

To edit a Goal, Sub Goal, Objective, or Key Result, click the three-dot menu located top-right corner of the respective screen. From the dropdown, select "Edit" to make the necessary changes.

 

How to add Comments

Select either Objectives and Key Results List-> Select the Goal, Sub-goal, Objective, or Key result. Once you click, you will find the "Comments" option. Here you can add comments.

               

 

How to upload attachments

To upload documents or attachments, click the “Attachments” button from the Goal/OKR screen. You can upload files with a maximum size of 5 MB. Select your file, then click Attach and Save as shown below.