Objective templates can help your employees formulate new objectives and OKRs. It will help them write better objectives that are more relevant to their job and save time doing it. When an employee wants to create a new objective, the system will show a list of suggested objectives that are related to their job title or have a similar name to the one they've entered.
U4TM offers a general library of objectives to help you get started, but as an admin you can also create new objective templates yourself.
Creating an Objective Template
Objective templates can be created in the Objective Studio, under the templates tab (Studio > Objectives > Templates tab).
Complete the following steps in the configuration window:
- Give the template a title. This will be the title of the objective as well. A clear title will help users find this template.
- Link one (or multiple) job title(s). This is optional, but highly recommended for objectives that are job-specific. Linking a job title will suggest this template to any one with the same job title.
- Add key results. More info in this article.
- Optionally: link skills. Any skills linked to an objective are purely informative at the moment.
- Decide if you want to enable the template right away with Enable template toggle. If you're not ready to publish the template yet, you can just save your progress and enable it later.
Once you're done with setting up the template, click Create in the bottom right corner. You can discard changes by clicking Cancel.
Objective Template options
Once you've created an objective template you have the following options in the Templates overview:
Toggle the 'Active' status. If a template is 'active' it means the system will suggest it to user who are creating a new objective.
Clicking on the options icon in the rightmost column shows you the Edit and Delete actions.
How will the objective templates be shown to the user?
A list of suggestions will be shown when a user wants to add a new objective. More relevant suggestions will be presented if they continue typing in a name for their new objective.
Pushing an objective template
Pushing an objective template to users means that you're creating new objectives for those users from a particular template. To push an objective template, go to Studio > Objectives > Templates tab.
This is page shows an overview of the objectives templates on your platform. Click 'Push' on the right side of the template you want to push to your users.
Configure the push
Select a start date and a due date for the objective push. The start date determines when the objectives will be created. The due date will be the due date of the objectives.
Optionally, you can add a weight to the objectives. These weights are used to show the users how important their new objective is compared to their other objectives. The weight can later be used to weight and score the objectives during a conversation. Be aware that the weight calibration has to happen separately and for each user individually before they can be scored during a conversation.
You can also lock the new objectives. This means the users will only be able to change the progress of the key results.
When you're done configuring the push, click 'assign users'.
There are two possible user assignment methods. If the start date you selected is today, you can only choose a 'fixed users list'. If the start date is in the future, you can choose between a 'fixed users list' and a 'dynamic users list'.
A fixed users list allows you to manually select users.
A dynamic users list allows you to use user filters to define certain criteria. Once the start date of the push comes, the user filters are evaluated and an objective will be created for everyone who fits the criteria.
This is an example of a fixed users list assignment:
Once you're done with the user selection, click 'Assign X users'.
When the start date of the push comes, the new objectives will be created and the users will receive an email that a new objectives has been created for them.