Set goals and track OKRs
Goals give a review cycle something concrete to evaluate against. Kredily supports simple goals as well as OKR-style objectives with measurable key results.
Creating a goal
- Open Performance and go to your Goals section.
- Add a goal with a clear title and description — what does success look like?
- If you're using OKRs, break the objective into a small number of key results — the measurable outcomes that tell you the objective was met.
- Set a timeframe that matches your review cycle (e.g. the same quarter), and — if your organization tracks it — a weight for how much this goal counts toward the overall rating.
Goals can usually be set by the employee, assigned by the manager, or cascaded down from a team/organization objective, depending on how your admin has configured the module.
Updating progress
Update your goal's progress as the period goes on rather than waiting until review time — add a progress update with the current status and any relevant numbers. Managers can see these updates and comment before the formal review stage begins.
Manager alignment
Managers should review each direct report's goals early in the cycle, not just at appraisal time. Flag a goal that no longer makes sense (priorities changed) so it can be edited or closed rather than scored unfairly later.
Common issues
- Goal doesn't show up in the review — check it falls within the cycle's timeframe; goals set outside the period aren't automatically pulled in.
- Can't edit a goal — once a review stage has started, goals may be locked for editing; ask your manager or admin to reopen it if a genuine change is needed.
- Key results look done but the goal isn't marked complete — the overall goal status usually needs to be updated separately from individual key results.
When to contact support
If goal progress isn't reflecting in the review form during an active cycle, raise a ticket with the employee name and the cycle it belongs to.
Related: Set up and run a performance review cycle, Complete a self-review and manager review