This article is intended for administrators, employees and managers. If you want to understand more about access profiles, click here.
In Elofy, you can create initiatives that are not linked to a key result, PDI or 1-1 conversation. Therefore, it is an interesting resource for specific occasions in your company.
We have divided this article into 03 sections to make your search easier. Click on one of the options below to go straight to what you want to read:
How to create initiatives?
Step 01
Go to OKRs > Tasks.
Step 02
In order to create your initiative, you must select the "+ Task" box. As you can see in the image below:
Step 03
A new screen will open so you can fill in the information about your initiative. Follow the steps below:
Enter the Name of the initiative.
Enter a Description to provide more information about what your initiative is about.
Define the Responsible Person. In this case, the option will include your name, however you are able to define another collaborator.
Define the co-responsible person, if you want.
Enter the initiative start date.
Enter the end date for the fulfillment of the initiative.
Add some tags that have a connection to the initiative (optional).
On the creation screen, you can also define that the initiative will be sent for performance evaluation. To learn more about it, click here.
Once you have finished creating it, just click Save.
How to edit initiatives?
Step 01
On the initiatives screen, filter by the "taks" tag to make your search easier.
Step 02
Click on the name of the wanted initiative.
Step 03
A side screen will appear with two tabs: General and Sub-Initiatives.
a) General Tab: On this tab the main information of the initiative will be visible. By clicking on it, the user who has permission can edit the data.
From this tab you can also define the type of progress the initiative will have: automatic or manual. The measurement process is the same for key result initiatives, click here to learn more.
You can also define the submission of the initiative for performance evaluation using the general tab, as can be seen in the image. To learn more about it, click here.
b) Sub-Tasks Tab: Each initiative can have sub-initiatives, in other words, child objectives that are part of the fulfillment of the father initiative. Each sub-initiative can have its own deadline and responsible person. However, it is not possible to submit only sub-initiatives for evaluation.
Click the + icon for creation:
Name your sub-initiative and click save:
Then access the sub-initiative to fill in the information:
How to disable initiatives?
Step 01
In the initiative's General tab, you can find at the end a button for enabling or disabling your initiative.
Step 02
When you click on the button, it will turn gray and the message will change to " Enable", indicating that the initiative is disabled. The disabled initiative will no longer be valid, and will no longer be included in any evaluation cycle.
It is important to emphasize that this setting can only be changed until the first evaluation of that initiative is done within some cycle.
Once someone is evaluated in a cycle for the initiative, it can no longer be disabled.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!