I. Feishu OKR Portal

Feishu on PC: Click the icon Workplace > OKR on the left.

Admin-related actions are only supported on PC.

II. Instructions

1. Complete OKR Initialization Settings

For first-time users of Feishu OKR, Feishu super admin or company admin needs to install the OKR app in advance and configure the OKR writing cycle as needed.

Portal: In Feishu Workplace, search for OKR and click to enter the page for initialization configuration.

1.1 Configure OKR writing cycle

Teams develop, track and review a set of OKRs regularly based on OKR cycles. Currently, common OKR cycles are quarterly and bimonthly.

In Feishu OKR, you can configure monthly, bi-monthly, and quarterly OKRs, as well as annual OKRs for the organization. The annual OKR can help teams and individuals set goals for the entire year, which helps with the alignment of long-term strategies.

The specific steps are as follows:

Step 1: Submit the information form.

Step 2: Configure OKR cycle and effective time.

•OKR cycle length

Select the OKR cycle length as required. If you select 3 months, all members in your organization need to develop, track, and review OKRs once every 3 months. The same applies to cycles of other lengths.

•First effective cycle

Select the time when OKR is officially activated as needed, that is, the time when organization members fill in their OKRs for the first time.

•Annual OKR

If annual OKR is enabled, organization members can fill in annual OKRs in addition to OKRs for fixed-cycles.

1.2 Configure organizational structure

Where: OKR Admin > General Settings > Organization and Member.

The data of OKR Admin and Feishu Admin are synced both ways. The configuration of either one will take effect simultaneously on both admins.

A properly configured organizational structure is critical to achieving good OKR alignment. Before using Feishu OKR, you need to configure whether to import workers one by one or in batches in OKR Admin. All dashboard features will be available once worker's direct leader has been configured.

1.3 Authorize workers to use OKR

Where: OKR Admin > Application Settings > Seat Management.

You can authorize your team members to use OKR in the following 2 ways:

•Authorize based on organizational structure. Click Assign seat and select the workers to be authorized. You can select all, select all by department, or select specific workers.

•Authorize based on rules. Click Assign seat by rule to add the workers to be authorized. Currently, you can set rules by department and workforce type. Workers that meet all the conditions will be authorized.

Example:

Two conditions are set in a rule:

Condition 1 —— Department is Sales department

Condition 2 ——Workforce type is Full-time employee

The intersection of Condition 1 and Condition 2,i.e. full-time employees in the sales department will be authorized to use OKR.

If the number of authorized workers selected exceeds the total number of seats, you will see a notification that says "Seats are full". You can view unauthorized workers and make adjustments or replacements. If you need to add more workers, call 400-0682-666 to purchase more seats.

1.4 Configure OKR portal on the profile page

Who: Feishu super admin.

Where: Feishu Admin.

Feishu super admin can configure OKR portal on the profile page in Feishu Admin to help companies integrate OKR with daily work.

Go to Feishu Admin as Feishu super admin > Click Organization > Member Profile > Profile Page Display > Click Edit > Select OKR > Click Save to show the OKR field on the profile page. You can also drag and drop a profile page field to change the display order.

Note: After you show the OKR field on the profile page, members who are accessible for OKR can see the OKR portal. If you only want to show the OKR portal to the members who can use OKR, please configure the same members for those who are accessible for OKR and those who can use the paid features.

2. Add and Delete OKR Admin

Who: Feishu super admin, company admin, and OKR admin that granted the Admin Settings permission.

Where: OKR Admin > Application Settings > Admin Settings.

In OKR Admin, you can configure different permissions for OKR admins, including Basic settings, Operation settings, Reminder settings, Seat management, Default permission Configuration, and Admin settings.

The admins granted certain permission can only perform actions as defined by the permission, and their access to OKRs is defined by the configured data permissions. The admins that granted the Admin Settings permission can configure permissions for their own and other admins.

3. Modify OKR Cycle

Who: Only the admins granted the Basic Settings permission can modify the OKR cycle.

Where: OKR Admin > Application Settings > Basic Settings.

Once the OKR cycle is set, it can only be modified twice within a calendar year. Please set the OKR cycle carefully. In addition, after modifying the cycle length, you can also modify conflicting periods (overlapped periods due to cycle length changes).

Available actions for a conflicting period:

When the OKR admin sets a new cycle, if the new effective cycle overlaps with the old one, a Conflicting Period reminder will pop up. You can select Keep period, Mark invalid, or Hide period as needed.

For a historical conflict period, you can View historical conflict periods before proceeding with the cycle settings.

Notes:

•Modifying a historical conflict period is also regarded as one modification to the OKR cycle.

•Historical data will be saved in historical conflict periods and won't be processed.

4. Modify Default Permissions for Company

Who: Only admins with the Default Permission Configuration permission can modify default permissions for the company.

Where: OKR Admin > App Settings > Default Permission Configuration.

OKR values openness and transparency and is Visible to all by default. You can modify the default permission configuration as needed. Once the configuration is completed, click "Validate permission" and the rules will be displayed under the popup.

For example, you can define the OKRs of Organization A as visible or invisible to users in Organization B. You can filter members in Organization A by Department, Worker, Workforce type, and filter members in Organization B by Direct reports or All reports.

Default permission rule

•A worker's OKRs are visible to all their leaders on their reporting line by default.

•OKR admins with OKR Data Permission can view OKR's content, not affected by the company's default permissions.

•If there are multiple rules that conflict each other, the one set most recently will take effect.

5. View Company-wide Dashboard and Alignment

OKR admin granted the OKR Data Permission can view the dashboard within the corresponding data range.

Go to OKR Admin to view company-wide data on Dashboard and Alignment pages.

6.Configure OKR Operation Content

Who: Admins that granted the Operation settings permission.

Where: OKR Admin > App Settings > Operation Settings.

To better promote the concept of OKR, enterprises that need to promote OKR online can configure bulletin board in OKR Admin, including title, cover, and link. Meanwhile, paid clients can get access to the official resource library.

The mini-game "Survival Island" is now available in the paid library. In the game, players can make choices based on different scenarios. If they choose a wrong option, the game will provide analysis. Through this fun and educational game, players will have a better understanding of OKR values and key points, and no longer take OKR writing as a burden.

Note: Please ensure the bulletin board has been enabled before using this feature.

Procedures:

•Create content

◦Besides adding title, cover, and redirect link, users can create and use custom operational content.

•Library (available to paid clients only)

◦To use official resources directly, click the Use button next to a resource in the library and the Create Content window will pop up. Clients can modify title and cover here. Once the content is created, it will be displayed in the list. Click Publish to display the content on the bulletin board.

◦Once the content is published, you can send a notification. To configure the notification, first select the scopeof notification, then configure the notification title and content.

7.Purchase Feishu OKR Plan Online

Who: Feishu super admin.

Where: OKR Admin > Seat Management. You can find the relevant feature buttons in the upper-right corner of the seat management page. Click the button to purchase seats in the Expense Center in Feishu Admin.

Business Plan clients can go to OKR Admin to purchase more seats or renew license.

•Online purchase is only available for Standard Plan clients.

•This feature is only available for clients who have purchased the Business Plan.

•Starting from 1 seat, there is no limit on the number of purchased seats; the service is effective until the contract expires.

◦For example, if the contract expires on Dec 31, 2021, the service will end on Dec 31, 2021 whenever the purchase is made.

•When renewing, you need to renew all the effective seats.

◦For example, if there are 300 effective seats now, you need to renew all the 300 seats for at least 1 year.

III. FAQs

Q: What should I do if my direct leader is incorrect in the current OKR?

A: The organization admin or OKR admin can go to OKR Admin, find Members and Departments in Organization, and search for the corresponding employee to correct the direct leader.

Q: Why did some team members report that they could not access the OKR app?

A: The admin needs to check whether Availability has been set to Available to all employees in Feishu Admin > OKR app.

Note: In Feishu Admin, admins can only allow team members to access OKR app. To allow team members to use OKR app, admins need to assign seats in OKR Admin.

Q: Why is there no content in Alignment for admin?

A: The Alignment for admin only displays people who have no reporting relationship within the admin's management scope (those without direct leaders during organizational structure configuration). Please make sure these people have filled in their OKRs. If not, no content will be displayed in Alignment for admin.

Ⅳ. Customer Service

- To learn more about the OKR concept and practices, please visit our Feishu OKR website. (Please use a browser other than Internet Explorer)

- For further assistance, please call 400-0682-666.