KPIs and OKRs on your scorecard

What you’ll do: read the scorecard your manager sent, then agree it or ask for a change.

Who can do this: employees agree their own. Managers write and send them. HR keeps templates and the library.

For employees

1. In Dexta Growth, open Goals, then My scorecard. You see your KPIs and OKRs with their targets and weights.
2. Read it. If it’s right, click Agree, add a note if you like, and click Agree and lock.
3. If something should change, click Ask for a change, write What should change, and why? and click Send my note. Your manager gets it.
4. Follow the conversation in Conversation and history.

For managers

1. Open Team scorecards and pick a person. Click Edit scorecard.
2. Add KPIs and OKRs and set weights. They must add up to 100.
3. Click Send to the person.

For HR

1. Open Templates and click New template. Give it a Name, add goals, and click Save and publish.
2. On a published template, click Apply to people. Pick the Template, the Cycle and the people, click Preview, then Apply to n people.
3. Keep common goals in the KPI & OKR library with New KPI and New objective.

Good to know

• A scorecard goes Draft, Sent to employee, then Agreed and locked (or Change asked).
• Once locked, use Ask to change it. The approver can Approve change or Refuse change.
• Some KPIs can take their actuals from Jira or Salesforce once your company connects its own account under Settings and Integrations. Until then they show Not connected.

Related

• Entering check-ins
• Running a review cycle
• Dexta Growth