FAQ's - Goals & OKR's

1. Does Leapsome automatically send out goal reminders?

2. How are employees reminded to define goals/OKRs?

3. Is there an overview of all active goals and their status and progress?

4. Can ‘normal' users create company goals?

5. Why does my manager not need to approve a managed goal that I have set up?

6. Can admins approve goals that a manager has not yet approved?

7. Who can be assigned goals?

8. Who can be assigned as goal contributors for team goals?

9. What does dynamic progress calculation mean, and how does it work?

10. What are “initiatives” in the OKR logic? 

11. What is the difference between a goal owner and a goal contributor? 

1. Does Leapsome automatically send out goal reminders?

Users can decide this for themselves in their user settings.

2. How are employees reminded to define goals/OKRs?

If working with goal cycles: Employees get reminders to draft their goals and reminders before the end of a goal cycle. These reminders are sent via email and/or Slack. In addition, goal cycles support (HR) managers in maintaining a clear overview of the goal-setting process. Goal cycles are split into a drafting and an active phase. That way, a goal cycle grants the admins an additional overview of those employees who have not yet defined goals/OKRs.

3. Is there an overview of all active goals and their status and progress?

Yes, under 'Explore all goals'. To see all public goals and their progress, all filters that may have been selected must be deleted.

4. Can ‘normal' users create company goals?

No.

5. Why does my manager not need to approve a managed goal that I have set up?

This could be because you are an admin. Admin's goals don't need to be approved. Another reason could be that in the 'goal settings', 'all individual goals are approved automatically' is enabled.

6. Can admins approve goals that a manager has not yet approved?

Yes. For this, admins can go to the goals which haven't yet been approved, click on 'edit' and then 'activate'.

7. Who can be assigned to goals?

This depends on the chosen admin settings. In the 'admin settings' under 'Goals and OKRs' the Super-Admin can choose if 'normal' users (those users without any admin rights, and no team manager rights) can create and update goals for their teams. While 'normal' users can only create goals for themselves, (super-)admins are able to create goals for any individual in the company.

8. Who can be assigned as goal contributors for team goals?

A team can be the owner of a goal (or of a key result). However, only individuals can be selected as contributors. In order to add an entire team as contributors, the individual members of that team must manually be selected as contributors.

9. What does dynamic progress calculation mean and how does it work?

Dynamic progress calculation means that the progress of a parent-goal will be updated automatically when updating the progress of a child-goal. This is only possible if no key results are defined on the parent-goal level. With this enabled, the child-goals act as key results. For example, you have created a parent goal with two linked child goals. You change one child goal to 50% progress so the parent goal's progress should be updated to 25%.

10. What are 'initiatives' in the OKR logic? 

In addition to key results (which define how progress is measured), you can also add initiatives, which define what needs to be done to achieve an objective. They are added almost exactly like key results, which means that they can also have owners, descriptions, metrics, or deadlines. However, initiatives don’t influence the overall progress of the goal. Initiatives can be disabled in the admin settings for goals and OKR's. Initiatives can be added to both Goals as well as to Key Results. 

11. What is the difference between a goal owner and a goal contributor?

The Owner role defines, which Person or Team is responsible for the Goal. For team goals, the owner would be the team responsible for achieving the goal. For example, the goal "Increase deal win rate by 5%" might belong to the sales team.

For personal development goals, the person responsible for achieving the goal will be the owner. For example, the goal "Win 25 new customers in Q4" might belong to a specific account executive. 

The Contributor role helps to highlight people or teams, who may not own a goal, but still have an impact on the progress or assists in achieving it. This could be by supporting some Key Results or initiatives within the objective. The contributor may be a user or team who works in conjunction with the owner to achieve the objective.