I. Intro

Who can perform these steps: Primary administrators or administrators with OKR permissions.

Feishu OKR is a tool that helps teams stay focused on their goals and work more efficiently. 

To get started with Feishu OKR, a primary administrator must add an OKR administrator who can then complete the initial setup. After that, OKR administrators and sub-administrators can customize Feishu OKR to fit the organization's needs and the way it works.

Note: To protect your organization's information, the OKR watermark is turned on by default.

II. Steps

Initial setup

Before using Feishu OKR, a primary administrator must add an OKR administrator in the Feishu Admin Console. The OKR administrator can then complete the initial setup of Feishu OKR including configuring the OKR cycle. After doing this, members can start to use Feishu OKR. 

Important: To improve the alignment of OKRs across your organization, we recommend checking an administrator has finished configuring the organizational structure in the Feishu Admin Console. 

Primary administrator adds an OKR administrator

Who can perform these steps: Primary administrators.

Open the Feishu Admin Console and go to Settings > Administrator Permissions and create a new administrator role. In the Select permissions step, select OKR. Alternatively, select OKR when editing the permissions of an existing administrator role. 

To learn more about creating or editing administrator roles, see Admin | Add administrators and create administrator roles.

OKR administrator configures initial settings

Who can perform these steps: OKR administrators.

Search for OKR in the search bar of the Feishu desktop app. Open the app to enter the configuration page.

2.1 Set team information and OKR cycle

When setting up Feisu OKR, you must first set the OKR cycle.The OKR cycle refers to the time frame in which a team sets, tracks, and reviews their OKRs. You can choose the length of the cycle, and you can even set separate OKRs for the whole year. 

OKR cycle length: Select a cycle length. For example, if you choose 3 months, all members need to set, track, and review OKRs every 3 months.

First OKR cycle: Select when the first OKR cycle begins.

Annual OKR: If this option is selected, members need to fill out OKRs that span the entire year.

Display OKR on member profile page: If this option is turned on, members can access each other's OKRs through their profile pages. After the OKR administrator turns on this function, the primary administrator must perform some actions for the function to take effect. To learn more, see the "Display OKR on profile page" section of this article.

2.2 Set OKR administrators and sub-administrators 

Depending on the size of your organization and the dynamics of each team, you may need to add additional administrators. 

Click the Settings icon in the upper-right corner of the OKR interface to open the Feishu OKR Settings window.

Click Admin Settings to add OKR administrators or OKR sub-administrators. The table below highlights the permissions of each role. 

Type
Permissions
OKR administrator
Has access to all data and functions.
Can add/delete OKR administrators.
Sub-administrator
Is granted permission by an OKR administrator.
Those who are granted specific functional permissions can only perform operations defined by those permissions. The visibility range of OKRs depends on the configured data permission scope.
If granted permission for a particular function, they can only access the settings page of the granted functionality. For example, when a sub-administrator opens the Settings page for OKR, the Admin Settings button will not be displayed in the left navigation bar. 

Display OKR on profile page

Who can perform these steps: Only primary administrators.

After the OKR administrator turns on the option to display OKR on members' profile pages (See "Set team information and OKR cycle" above), the primary administrator must perform some additional steps in the Feishu Admin Console to add an OKR link to member's profile pages. After doing this, a member can click the link on a member's profile page to view their OKRs. 

Go to the Feishu Admin Console > Organization > Field Management > Fields Display and click Edit. Select OKR and then click Save. 

Change the OKR cycle

Who can perform these steps: OKR administrators or OKR sub-administrators with basic settings permissions.

You can change the OKR cycle after completing the initial setup. To do this, go to Feishu OKR Settings > Cycle Settings. When you adjust a cycle, if the New effective cycle and the current cycle's timeframe overlap, a conflict alert will appear. To resolve the conflict, select Mark as Invalid, Hide cycle, or Keep cycle. If there has been a conflict with a cycle previously, you can click View historical conflicting cycle and select a different action to perform on it if necessary.

Important: Only 30 modifications to an OKR cycle are allowed within one year. Modifying historical conflicting cycles counts towards the number of modifications you make. 

Customize stage settings

Who can perform these steps: OKR administrators or OKR sub-administrators with stage setting permissions.

On the Feishu OKR Settings page, you can customize settings for different stages of the OKR cycle. These stages refer to when members need to set (Development Stage), track (Follow-Up Stage), and review (Review Stage) their OKRs.

Development stage settings

Click Development Stage > Edit to adjust Basic Settings and Reminder Settings. 

1.1 Turn on and create OKR categories

Creating OKR categories can help members categorize their work when setting their OKRs. 

You can turn on OKR category and create and edit OKR categories, then members can choose a category when creating or editing an objective. The category will be displayed in their OKRs after being published.

1.2 Set weights for OKRs

You can select whether members can set weights for their OKRs. This can help members prioritize their work throughout the cycle. 

1.3 Ask leaders to confirm OKRs

You can turn on Direct leader confirmation if direct leaders need to confirm the OKRs of team members. 

After doing this, you can select Set a deadline for leader confirmation if you want members to confirm their OKRs with their leaders by a specific time. 

Direct leaders will see which team members need their OKRs confirmed. They can choose whether to confirm the OKRs, or reject them and provide suggestions for modifications.

If the direct leader of a member changes within an OKR cycle, the confirmation request before the change still goes to the original leader, and the confirmation request after the change goes to the new leader.

1.4 Add a deadline

You can turn on OKR deadline if you'd like members to specify a deadline for completing their OKRs.

1.5 Set up reminders

You can turn on Input reminder if you'd like members to receive reminders when they haven't filled in their OKRs. 

Follow-up stage settings

Click Follow-Up Stage > Edit to adjust Follow-Up Method and OKR Progress Settings. 

You can select whether to turn on Progress update reminder. If turned on, members who have filled in OKRs will receive a reminder to update their progress. You can choose how often and when the reminder is sent by selecting an option under Reminder rule and Sending time. 

Review stage settings

Click Review Stage > Edit to adjust settings at the review stage. 

You can select whether to turn on Scoring. This gives members the ability to score their OKRs at the end of the OKR cycle.

When the scoring functionality is enabled, members can score their own OKR completion status. However, managers cannot score the OKRs of their team members.

When the scoring functionality is disabled, the score will not be displayed on the OKR setting page.

You can customize the reminder time for scoring. When the reminder time is reached, if there are members who have not completed scoring, the member and their manager will receive a reminder.

Modify default permissions 

Who can perform these steps: OKR administrators or OKR sub-administrators assigned default permission configuration.

The default permission rules are as follows:

A member's OKRs are visible to all superiors in their reporting line.

OKR administrators with OKR data permissions can view OKR data without being restricted by the organization's default permissions.

If multiple rules are set and conflict with each other, the latest rule will take precedence.

You can go to Default Permission Configuration > Add to set whose OKRs are visible or invisible to particular members, direct leaders, or departments. For example, you could create a rule that states the OKRs of department A's members are invisible to department B's members.

After creating rules, click Validate permission. In the window that opens, you can select members to check whether your rules make their OKRs visible to each other. 

View the dashboard

Who can perform these steps: OKR administrator.

Click Dashboard to perform the following actions:

Remind members who have not filled in OKRs, not submitted their OKRs to their direct leaders for confirmation, or not aligned their OKRs.

Export data, including information on OKR completion, alignment, updates, and scoring.

To learn more, visit OKR Admin Dashboard guide.

View how OKRs align

Click Alignment on your OKR page to see how well their own OKRs align with the organization's objectives. However, if a member is within your data permission range, you can view how their OKRs align with others within the department and organization. 

Note: Sub-administrators without data permissions cannot switch views.

III. FAQs 