OKR Admin

Organization Setup

Expand All Collapse All
  • 2 Direct Users
    • 3 Direct Users
      • 10 Members
      • 0 Members
      • 2 Members
    • 2 Direct Users
      • 3 Direct Users
        • 2 Members
        • 5 Members
      • 2 Direct Users
        • 3 Direct Users
          • 3 Members
          • 3 Members
        • 3 Members
    • 0 Direct Users
  • 3 Direct Users
    • 2 Direct Users
      • 10 Members
      • 6 Members
    • 3 Direct Users
      • 3 Members
      • 3 Members
      • 3 Members
    • 3 Direct Users
      • 3 Members
      • 3 Members
      • 2 Direct Users
        • 3 Members
        • 3 Members

User Management

Resend invite Reset password
John Smith
27-Mar-2022 06:30 AM Smith Allen
Alex Tom
 27-Mar-2022 06:30 AM Britto John
Sarah Smith
 27-Mar-2022 06:30 AM Vinoth Allen
L
Liz Davis
27-Mar-2022 06:30 AM Vinoth Allen
John Smith
 27-Mar-2022 06:30 AM Smith Allen
Alex Tom
 27-Mar-2022 06:30 AM Britto John
Sarah Smith
27-Mar-2022 06:30 AM Vinoth Allen
L
Liz Davis
27-Mar-2022 06:30 AM Sarah Smith
John Smith
 27-Mar-2022 06:30 AM Smith Allen
Alex Tom
 27-Mar-2022 06:30 AM Britto John
Sarah Smith
 27-Mar-2022 06:30 AM Vinoth Allen
L
Liz Davis
27-Mar-2022 06:30 AM Sarah Smith

Import user details

Download Template

To Import the user data, please download the excel template by clicking on the “User Template” button.

Populate the excel with user data and then import the file for validation.

Do not change the header names in the excel as this might lead to error during upload process.

User Template
01Step

Select template file

  • Only zip files will be supported.
Choose File

Choose File
Import & Validate
Total Records: 85411
Valid Record (1000), Invalid Record (250)

You can export the invalid record and import again (or) You can proceed uploading the valid records by choosing the upload options.

Download
02Step

Import & Validate data

Click on START to import the users into the system and as a part of OKR module.

Start
03Step

Import Guidelines

OKR Configuration


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  • Senior Manager

  • Sales Manager

  • Senior Engineer

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  • Sales Manager
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Enable Approval

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  • Senior Engineer

  • Senior Manager

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John Smith Alex Tom
Department
John Smith Alex Tom

  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

  • Sales Manager
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  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

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John Smith Alex Tom
Division
John Smith Alex Tom

  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

  • Sales Manager
View directory

  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

  • Sales Manager
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John Smith Alex Tom
Company
John Smith Alex Tom
Add
  • This will download the excel template. The columns marked in red are mandatory fields.

Who will approve?

Select your Review scale
  • MME
  • MSE
  • DME

Who will review individual OKR?

Who will review Team OKR?

Cancel Save
High
= >= <= Between
Medium
= >= <= Between
Low
= >= <= Between

Who can clone objectives?

Cancel Save
Add
  • Marketing
  • Sales
  • HR
  • Finance
Cancel Save

Notification

All mails from Synergita OKR starter will be triggered from OKR support@synergita.com. If you wish to change the 'from' address, please contact our support team.

Notifications
Email
MS Teams

Triggered when a user creates a new objective

Triggered when a user creates an existing objective.

Triggered when a user edits an existing objective.

Sent to the users who are invited to the OKR program

Triggered when an aligned objective is closed

Triggered when an objective is closed.

A reminder notification is sent to the user or the reporting manager in Microsoft Teams on the due date of the objective.

Password Management

Notifications
Email

Admin resets the password for an employee.

Employee login password is changed.

Account Details

Clear Objectives Data

  • 03

    Add upto 10 users

  • 03

    Add upto 2 objectives

  • 03

    Add upto 5 objectives

  • 03

    Add upto 20 objectives
  • Starts from ( Subscription )
  • Ended on ( Subscription )

Plan details

Current plan Manage subscription
$ 0
  • Upto 2 Company Objectives
  • Common Dashboard
  • Notifications & Reminders
  • Objectives Approval
  • Upto 5 Team Objectives
  • Report Export
  • OKR Alignment
  • OKR Review
  • Upto 20 Individuals Objectives
  • Lead, Lag & on Track Analysis
  • Confidential OKRs
  • Upto 10 Users
  • AI- Assistant
  • Key Results Weightage
Current plan
Manage subscription
Subscribe to OKR Lite
$ 36/ User/Year
  • Everything in OKR Starter
  • Unlimited Users
  • OKR Cloning
  • Unlimited Company OKRs
  • Unlimited Team OKRs
  • Unlimited Individual OKRs
  • OKR Approvals
  • OKR Reviews
  • Custom Reports
  • Confidential OKRs
  • Ker Results Weightage
  • Hierarchy Tree
Current plan
Subscribe to OKR Growth
$ 72/ User/Year
  • Everything in OKR Lite
  • OKR Cascading
  • AI Assistant
  • All Key Result types
  • MS Teams Integration
  • Slack Integration
  • HRMS Integration
  • Update from Hierarchy Tree
  • SSO (Single Sign-On)
  • Dedicated Support Team
$ 0
  • Upto 2 Company Objectives
  • Common Dashboard
  • Notifications & Reminders
  • Objectives Approval
  • Upto 5 Team Objectives
  • Report Export
  • OKR Alignment
  • OKR Review
  • Upto 20 Individuals Objectives
  • Lead, Lag & on Track Analysis
  • Confidential OKRs
  • Upto 10 Users
  • AI- Assistant
  • Key Results Weightage

Integration

HRMS Integrations

Microsoft Teams Integration

AI Integration

Slack Integration

Back Back Back Back

Requires OKR Growth Plan.Upgrade

HRIS images HRIS images

HRMS IntegrationsActive

HRMS integration streamlines and consolidates HR processes by seamlessly connecting various HR systems and applications.

HRIS images HRIS images

Microsoft Teams Integrations

Teams integration empowers seamless collaboration, communication, and file sharing within a centralized platform, enhancing productivity and teamwork in organisations.

slack images slack images

Slack Integration

Slack integration empowers seamless collaboration, communication, and file sharing within a centralized platform, enhancing productivity and teamwork in organisations.

AI Integration images AI Integration images

AI Integration

Get AI-powered support for your OKR journey! ChatGPT integration provides advice and access to support articles within Synergita OKR platform.

Integration/Microsoft Teams Integration

HRIS images HRIS images

Enable Notifications to MS Teams

This feature allows you to receive notifications to your Microsoft Teams after integration.

HRIS images HRIS images

Turn on Metrics Update through Microsoft Teams

This feature allows you to update the OKR metrics from Teams without needing to access the OKR software.

Integration/AI Integration

HRIS images HRIS images

Enable AI Integration

Enable AI-powered support for your OKR journey! AI integration provides advice and support in Synergita OKR platform.

Integration/Slack

HRIS images HRIS images

Enable Notifications to Slack

This feature allows you to receive notifications to your slack

HRIS images HRIS images

Turn on Metrics Update through Slack

This feature allows you to update the OKR metrics from Teams without needing to access the OKR software.

Integration/HRMS Integrations

HRIS images HRIS images

HRIS Product

Select a HRIS Product from the list of products available for integration.

Select

Your HRIS product integrated successfully.

View Logs Deactivate
HRIS images HRIS images

SFTPInactiveActive

SFTP approach allows to integrate any HRIS Product with Synergita by publishing the employee data file to a secured SFTP Server everyday.

Select Deactivate

SFTP Details

Request SFTP Credential

Enter SFTP Credential

To establish SFTP integration connection, kindly fill in the details below and save your SFTP credentials

Cancel Save Download SFTP sample template

Configure SFTP

SFTP Credential Edit
www.synergita.com
26
John allen smith
***************
Synchronization time
Cancel Save
Configure Synchronization Last sync: 27/09/2022, 10.30 PM EST Manual Sync Edit
1 PM EST, 9 PM EST
Synchronization log data
HRIS images HRIS images

APIInactiveActive

Integrate any HRIS with Synergita by integrating with our APIs. You can either post the employee data to our APIs or pull the employee data from Synergita.

Select
Deactivate
Click below to view our support document. Support Document
HRIS images HRIS images

HRIS ProductActive

Select a HRIS Product from the list of products available for integration.

Select

Your HRIS product integrated successfully.

View Logs Deactivate
HRIS images HRIS images

SFTPInactiveActive

SFTP approach allows to integrate any HRIS Product with Synergita by publishing the employee data file to a secured SFTP Server everyday.

Select Deactivate

SFTP Details

Request SFTP Credential

Enter SFTP Credential

To establish SFTP integration connection, kindly fill in the details below and save your SFTP credentials

Cancel Save Download SFTP sample template

Configure SFTP

SFTP Credential Edit
www.synergita.com
26
John allen smith
***************
Synchronization time
Cancel Save
Configure Synchronization Last sync: 27/09/2022, 10.30 PM EST View logs Manual Sync Edit
1 PM EST, 9 PM EST
HRIS images HRIS images

APIInactiveActive

Integrate any HRIS with Synergita by integrating with our APIs. You can either post the employee data to our APIs or pull the employee data from Synergita.

Select
Deactivate
Click below to view our support document. Support Document

Connect to your HRIS Platform

Choose any of the HRIS product of your choice to establish the HRIS integration

I don't see my HRIS
Namely
Namely
SAP
SAP
UKG
UKG
Rippling
Rippling
Sapling
Sapling
Bambhoo HR
Bambhoo HR
Namely
Namely
SAP
SAP
UKG
UKG
Rippling
Rippling
Sapling
Sapling
Bambhoo HR
Bambhoo HR
Namely
Namely
SAP
SAP
UKG
UKG
Rippling
Rippling
Sapling
Sapling
Bambhoo HR
Bambhoo HR
Namely
Namely
SAP
SAP