This article is intended for administrators, employees and managers. If you want to understand more about access profiles, click here.
➡️OKRs query screen
The features of the OKRs query screen are available for all three view levels: employees, managers and administrators, what changes is the breadth of information that can be accessed.
Step 01
Access the Strategy menu.
Step 02
The first thing you need to do is to understand the quick access menu:
Featured: the overall objectives of your company that will guide the business during the annual period, you will have access according to the settings of your access profile;
Goals contract: here is your contract with the respective registered goals, but you can also view the contracts of your team or of the entire company, according to your access level;
OKRs: here are the OKRs for which you are responsible and also the OKRs for your team or the entire company, according to your access level;
On approval: In case your company follows the objectives approval workflow and you have sent objectives to your manager for approval, they will appear in this filter;
My Filters: You can make the custom search filters you create as favorites. Learn how to do it by reading here.
Within each screen, you will find the three levels of vision of the Elofy platform:
Individual: the contracts and OKRs that you are responsible or co-responsible for;
My team: the contracts and OKRs that your manager and teammates are responsible or co-responsible for, you can access this filter based on your profile settings;
Company: It brings all the objectives that are registered in the Elofy platform, regardless of type. This filter will only be displayed to users with access to company-wide information.
Step 03
Now let's go to the features of the query screen. The resources, whether for OKRs or Target Contract are the same, just with some particularities that will be pointed out.
It is important to note that only the filter feature is available for all forms of visualization, the other features appear only for the list data view.
OBS - The screens are presented with some active filters, so it is necessary to remove them and apply the desired ones, if necessary.
New: From here, you can create a new OKR, driver, or goal contract. We recommend reading the following articles:
How to create a goals contract
Viewing methods: The platform provides 04 types of viewing the list of OKRs or target contracts. Being them:
List in sequence - presents the data in list format, with the possibility of viewing the KRs or targets below the objectives and contract, respectively.
Waterfall view, on cards and strategy map - these views change, according to the type of strategy (OKR or goal contract).
Cascading format (read more here):
For OKRs, the company's aligned objectives are presented, that is, those that have a hierarchical relationship, as well as the key results with the main monitoring data;
For the goals contract, your goals contract is displayed or, in the case of the team and company view, the users who have contracts and those who do not.
Format cards (read more here):
For OKRs, objectives are presented in card format, with the name, progress ruler and number of linked KRs. For a card, you can access the objective details screen;
For the goals contract, the contracts are presented, with the name, progress ruler and number of linked goals. You can also access the contract details screen, through the card.
Strategy map (read more here):
For OKRs, the company's aligned objectives are presented, that is, those that have a hierarchical relationship. You can also see the KRs and initiatives on the map;
For the goals contract, your goals contract and the linked goals are displayed or, in the case of the team and company view, the users who have contracts and those who do not.
Filters: The feature has several types of filters that can be used to facilitate your searches, they change whether it is OKRs or contract goals.
OKRS (for the 03 vision levels): period, team, manager, person in charge, co-responsible, tag, status (not started, reached, ended, on schedule, on watch, outside schedule), type (individual, team, shared ), workflow (in approval, disapproved, approved, in planning), status (active, inactive), strategic or aligned (objectives that have hierarchy, that is, link with other objectives);
Goals contract (for the 03 levels of vision): period, team, manager, person in charge, co-responsible, tag, situation (not started, reached, ended, within the foreseen, in attention, outside the foreseen), workflow (under approval, disapproved, approved, in planning), status (active, inactive).
Highlights: An analytics with the main data for your follow-up. It applies to both OKRs and target contracts:
Ruler with the general average progress of the objectives (or the contract);
Objectives (or contract) by status (not started, achieved, closed, on schedule, on watch, off schedule);
Number of pending measurements on key results (or contract targets);
And the total of aligned objectives, that is, objectives that have hierarchy, that is, link with other objectives (this is the only data that does not appear for the target contract, considering that contracts are not linked to each other).
Expand: Serves to show the KRs or goals that are linked to the objectives or contracts, respectively, on your screen in list format;
View only key results: With this option you can view only the KRs or contract targets on your screen in list format;
Favorite: It is possible to save personalized views, for example, with the application of certain filters. That way, when you want to access the same view again, just access it through your saved filters. Read more about this functionality in this article;
Export: By clicking on the "export" button, the data report, in Excel, will be generated by the system and delivered by your email. We remind you that after receiving the e-mail, access to download is only for 24 hours;
Additional columns: It is possible to include additional columns to make the query screen more complete. The available columns are: type (not available for target contracts), responsible, co-responsible, team, period, status, sentiment, departure, minimum target, maximum target, target, current, unit of measure, progress, weight, workflow, grade weighted, tags, active.
Step 04
Finally, by clicking on the name of an objective, contract or key result, you have access to the sidebar with more details
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!