OKR Hub
1. What it is
OKR Hub lets your organization set objectives and measure them with key results, quarter by quarter. Objectives cascade from company level through department and team down to individual, and progress rolls up automatically so leadership can see alignment at a glance.
- Enablement: OKR Hub requires a license. An admin enables it from the Apps Marketplace; it is off by default.
- What it is not: OKR Hub is not where individual performance reviews happen. Reviews, competency ratings, and appraisal cycles live in Performance Management. OKR Hub tracks strategic objectives and their measurable key results; the two apps connect through an optional integration.
2. Standing it up
- Go to Admin → Apps Marketplace → OKR Hub and enable the app.
- Go to OKR Hub → Setup → OKR Hub Settings and configure:
- OKR Cycle — choose Quarterly (default), Annual, or Custom.
- Fiscal year start month — set this if your fiscal year does not start in January (default is January). All quarter boundaries follow this setting.
- Scoring method — Percentage (default), Decimal, or Grade.
- Traffic-light thresholds — the green and yellow progress cutoffs that color-code objectives and key results. Default: green at 80%, yellow at 70%.
- Decide whether objectives need manager approval before activation. Under Approval Workflow, toggle approval on for each level independently: Company, Department, Team, Individual. All four are off by default — objectives activate immediately.
- Under Admin → OKR Hub Settings (the admin-level page), review the nine feature toggles. All default to on: Quarterly Planning, Objective Templates, Objective Scoring, Progress Updates, Automated Reminders, Confidence Scoring, Advanced Analytics, Export Reports, and AI Insights. Turn off any you do not want your users to see.
- If you use the Performance Management app, go to OKR Hub → Strategy → EPMS Integration and turn on the integration to link objectives to performance goals.
- To confirm setup, ask a manager to create and activate one objective with a key result. The objective should appear on their My Work → My Dashboard, and the key result should accept a progress update.
Silent-until-configured pairing: the Performance Management integration is off by default. Without it, the Strategy tab and goal-alignment features do not appear. Enable it in step 5 if you want objectives to cascade into individual performance goals.
3. How it fits together
Objectives and key results
An objective is a qualitative goal — “Improve customer retention.” Each objective has one or more key results: measurable targets that prove whether the objective is being met — “Reduce monthly churn from 8% to 4%.” Progress on the objective is calculated automatically from its key results.
Objectives sit at one of four levels: Company, Department, Team, or Individual. A company-level objective can cascade down: a manager creates a child objective at the next level, inheriting the parent’s quarter and dates, and progress on the child rolls up to the parent.
Example: a company objective “Improve customer retention” (Q3 2026) might cascade to a department objective “Reduce support response time” owned by the Support lead, which in turn has a key result “Average first-response time under 2 hours” with a target value of 2 and the unit set to Hours.
Scoring
OKR Hub uses a 0.0–1.0 scoring scale. Objectives come in two types — Committed and Stretch — and each is graded on a different curve:
- Committed: below 0.7 is a failure; 0.7–1.0 is delivered.
- Stretch: 0.3–0.7 is a typical outcome; 0.7+ is excellent; a perfect 1.0 is rare by design.
An objective can only be scored after it is marked complete. Scoring locks the objective permanently.
Check-ins
A check-in is a periodic status update on an objective. The owner records a progress summary, a confidence level (On track, At risk, or Off track), blockers, and next-period priorities. Managers review submitted check-ins and can add feedback.
Check-in frequency is set per business: Weekly (default), Biweekly, or Monthly. Automated reminders prompt owners on the configured day (default: Monday).
Initiatives
An initiative is a supporting project or workstream linked to one or more key results. Initiatives track their own progress, priority, and status independently. They are visible under Insights → Initiatives & Projects.
Performance Management integration
When the integration is on, objectives can align to Performance Management goals through two mechanisms:
- Goal alignments — link an objective to a goal with an alignment score, contribution percentage, and optional rationale (required by default).
- Key result mappings — map a key result directly to a goal so goal progress feeds into key-result progress.
The Strategy → Alignment Cascade view shows the full chain: Objectives → Key Results → Goals. Progress from cascaded goals flows back into objective progress using one of three calculation modes — weighted by priority (default), simple average, or equal weight.
OKR visibility
By default, all objectives are visible company-wide (the OKR-industry standard for alignment). An admin can restrict visibility to Managers only (self + direct reports) or Specific users and groups via the Who can view employees’ OKRs? picker in OKR Hub Settings. Admins, OKR Hub app admins, and HR always see all objectives regardless of the setting.
4. Running it
Creating an objective
- Go to My Work → New Objective.
- Enter a title (up to 200 characters) and description (up to 2,000 characters).
- Choose the level, quarter, and date range. The quarter defaults to the current fiscal quarter.
- Optionally select a parent objective to cascade from, or start from a template.
- Save. The objective starts in Draft status.
- When ready, click Activate. If approval is required for this level, submit for approval first — the owner’s manager receives a notification and can approve or reject from the Team → Approve Objectives page.
Admins and managers can assign objectives to other users. Managers may assign only to themselves or their direct reports.
Tracking progress on key results
- Open a key result and click Update Progress.
- Enter the new value and a comment (at least 10 characters). The progress bar recalculates automatically.
- For decrease goals (such as reducing churn), progress climbs as the value falls toward the target.
Reaching the target does not auto-complete the key result. The owner must use Mark Complete explicitly.
Managers can use Team → Bulk Update Progress to update multiple key results at once.
Quarter planning
The Quarter Planning Wizard (under Team) lists all objectives from a selected quarter. A manager selects objectives to roll over, and OKR Hub clones them — with their key results — into the next quarter in draft status, resetting progress to zero.
Reviewing check-ins
Managers review team check-ins from Team → Team Check-ins. A badge shows how many check-ins are awaiting review. Click a check-in to read it and leave feedback.
Scoring a completed objective
- Open a completed objective and click Score Objective.
- Enter a final score (0.0–1.0) and scoring notes. Optionally score each key result individually.
- Save. The objective and its key results are now locked from further edits.
5. Settings
Settings are split across two pages: in-app settings (OKR Hub → Setup → OKR Hub Settings) and admin feature toggles (Admin → OKR Hub Settings).
In-app settings (OKR Hub → Setup)
| Setting | Default | What it changes |
|---|---|---|
| OKR Cycle | Quarterly | Whether objectives are planned quarterly, annually, or on a custom cycle |
| Fiscal year start month | January (month 1) | Shifts all quarter boundaries to align with your fiscal calendar |
| Scoring method | Percentage | How scores are displayed — Percentage, Decimal, or Grade |
| Traffic-light green threshold | 80% | Progress at or above this value shows green |
| Traffic-light yellow threshold | 70% | Progress at or above this value (but below green) shows yellow; below it shows red |
| Progress calculation | Weighted average | How key-result progress rolls up into objective progress |
| Default cascade view | Tree | Whether the Strategic Cascade page opens in tree or list layout |
| Require alignment rationale | On | Whether a rationale comment is required when aligning an objective to a Performance Management goal |
| Minimum contribution percentage | 10% | The lowest contribution percentage allowed on a goal alignment |
| Check-in reminders | On | Whether automated check-in reminders are sent |
| Check-in frequency | Weekly | How often check-ins are due — Weekly, Biweekly, or Monthly |
| Check-in reminder day | Monday | The day of the week reminders go out |
| Approval required (per level) | Off (all four levels) | Whether objectives at Company / Department / Team / Individual level need manager approval before activation |
| Weekly digest | On | Whether a weekly OKR progress digest is sent |
| Weekly digest day | Monday | The day the digest is sent |
| Notify on objective updates | On | In-app and email notifications when an objective is updated |
| Notify on key result updates | On | Notifications when a key result is updated |
| Notify at-risk OKRs | On | Alerts when objectives or key results fall into at-risk status |
| Notify milestone achievements | On | Celebration notifications when objectives or key results are completed |
| Notify quarter end approaching | On | Reminder as the fiscal quarter end date nears |
| Notify overdue key results | On | Alerts for key results past their target date |
| Who can view employees’ OKRs? | Everyone (company-wide) | Restricts OKR visibility to managers, specific users/groups, or leaves it open |
| OKR Hub Agent | On | Whether users can ask questions about OKR Hub through Ask AI |
| Performance Management integration | On | Whether OKR Hub connects to Performance Management for goal alignment and cascading |
Admin feature toggles (Admin → OKR Hub Settings)
These nine toggles show or hide entire feature areas. All are on by default.
| Toggle | What it controls |
|---|---|
| Quarterly Planning | The Quarter Planning Wizard and the Approve Objectives page |
| Objective Templates | The template library for creating objectives from templates |
| Objective Scoring | The ability to score completed objectives |
| Progress Updates | The Update Progress and Bulk Update actions on key results |
| Confidence Scoring | The confidence-level picker on objectives |
| Advanced Analytics | The Analytics & Insights page |
| Export Reports | Excel export on objectives, check-ins, and analytics |
| AI Insights | AI-powered features: generate key results, score OKR quality, validate SMART criteria, predict achievement, and suggest improvements |
| Automated Reminders | Check-in reminders and at-risk/overdue alerts |
6. More help
- OKR Hub FAQ — specific setup and operating questions
- Ask AI — the assistant answers questions about OKR Hub from these articles.