---
title: Setting Up Company Goals and OKRs (Objectives and Key Results)
description: "Performance\nCompany Goals"
---

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# Setting Up Company Goals and OKRs (Objectives and Key Results)

The **OKRs** (Objectives and Key Results) submodule within the Performance module enables organizations to define, manage, and monitor strategic goals across all levels of the business. It provides a structured framework for aligning organizational priorities with departmental and individual performance, ensuring efforts are focused on measurable outcomes that support business objectives.

An **Objective** is a qualitative statement that defines what the organization intends to achieve.

A **Key Result** is a quantitative measure used to track the achievement of an objective.

Once the setup and configuration are complete, you can proceed to the **OKRs** section to create company goals and cascade objectives and key results across the organization.

Steps to Access the OKRs Module

1. Log in to the **Admin** portal.
2. Scroll down and click **Performance**.
3. Select **OKRs**.
4. On the welcome page, click **Start** to begin setting up Objectives and Key Results (OKRs).
5. Click the drop-down box beside **Create** and select the appropriate **Review Cycle**.

![](https://26055346.fs1.hubspotusercontent-eu1.net/hub/26055346/hubfs/undefined-Oct-09-2026-02-37-23-6156-PM.png?width=1968&height=868&name=undefined-Oct-09-2026-02-37-23-6156-PM.png)

**Create Company Goals**

This is where the organization defines it’s strategic goals. These are high level objectives the company wants to achieve within the review cycle

Follow the steps below to create a company goal:

1. Click **Create Company Goal**.
2. Complete the required fields:
3. **Objective** – Enter the company goal.  
   **Note:** Click **Use Bulk Upload Instead** if you want to create multiple company goals at once. Download the provided template, enter the required information, and upload the completed file.
4. **Cycle** – Select the review cycle to which the company goal will belong.
5. Click **Create** to save the company goal.

To manage an existing company goal:

1. Locate the company goal in the list.
2. Click the **three-dot (ellipsis) menu** next to the company goal.
3. Select one of the available actions:
4. **View** – View the company goal details.
5. **Edit** – Modify the company goal.
6. **Close Goal** – Mark the company goal as closed this will close all key results
7. **Delete** – Permanently remove the company goal.

![](https://26055346.fs1.hubspotusercontent-eu1.net/hub/26055346/hubfs/undefined-Oct-09-2026-02-37-24-4494-PM.png?width=1918&height=870&name=undefined-Oct-09-2026-02-37-24-4494-PM.png)

![](https://26055346.fs1.hubspotusercontent-eu1.net/hub/26055346/hubfs/undefined-Oct-09-2026-02-37-24-0444-PM.png?width=1918&height=879&name=undefined-Oct-09-2026-02-37-24-0444-PM.png)

![](https://26055346.fs1.hubspotusercontent-eu1.net/hub/26055346/hubfs/undefined-Oct-09-2026-02-37-24-8981-PM.png?width=1915&height=879&name=undefined-Oct-09-2026-02-37-24-8981-PM.png)

The next step is to create **Departmental Objective**

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