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4. Goals

User & Administration Guide — Version 1.0.0.26

Guide summary

Create KPI, KRA, and OKR rows with owners, weights, targets, and progress. Use the alignment tree, then lock goals when the cycle is ready for review.

On this page

Create a goal

Goals list
Search, Alignment tree, Compact, and a table of Goal, Type, Owner, Progress, and Status.

Open Goals and choose New goal. Each goal has a type (KPI, KRA, or OKR), an owner, optional weight, target, due date, and progress. Goals belong to a cycle so they can roll into the review packet.

Views and alignment

  • Table, list, and card views, with search and compact density.
  • Alignment tree shows how individual goals cascade from team or company goals.
  • Status chips include Draft, On Track, and Locked.

Lock and score

Lock a goal when the wording should not change during review. The review form can show the goal block with a final cycle score. Unlocking is an HR action after the cycle rules allow it.