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
17-Jan-2021 27-Mar-2022 06:30 AM Smith Allen
Alex Tom
 20-Jan-2021 27-Mar-2022 06:30 AM Britto John
Sarah Smith
 28-Jan-2020 27-Mar-2022 06:30 AM Vinoth Allen
L
Liz Davis
10-Feb-2023 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

Q1 2024 01 - Jan - 2024 31 - Mar - 2024
Q2 2024 01 - Apr - 2024 30 - Jun - 2024
Q3 2024 01 - Jul- 2024 30 - Sep- 2024
Q4 2024 01 - Oct - 2024 31 - Dec - 2024

  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

  • Sales Manager
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Enable Approval
Add
Approver is mandatory. Please update the approver name.

  • 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
View directory
Cancel Save
John Smith Adam Schwartz Alex Tom John Smith Adam Schwartz
Department
John Smith Adam Schwartz Alex Tom Adam Schwartz

  • 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
View directory
Cancel Save
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
View directory
Cancel Save
John Smith Alex Tom
Company
John Smith Alex Tom
  • This will download the excel template. The columns marked in red are mandatory fields.
Enable Review
  • MME
  • MSE
  • DME
Choose your Review Scale
  • Low
  • Medium
  • High
Add
  • Marketing
  • Sales
  • HR
  • Finance
Cancel Save

Performance Configuration


  • Senior Engineer

  • Senior Manager

  • Sales Manager

  • Senior Engineer

  • Senior Manager

  • Sales Manager
View directory
Enable Review
  • MME
  • MSE
  • DME
Choose your Review Scale
Add
0.01 1.00 Under Performer
1.01 2.00 Needs Improvement
1.01 3.00 Good Performer
Cancel Save
Create Form
360 Degree Survey
Organisation Unit : Company
Designation : All
CEO
Organisation Unit : Company
Designation : CEO
AP Executive
Organisation Unit : Company
Designation : AP Executive
Assistant Sales Manager
Organisation Unit : Company
Designation : All
Data Analyst
Organisation Unit : Company
Designation : All
Finance Analyst
Organisation Unit : Company
Designation : All
Back

Form Creation

Expand All Collapse All
  • 2 Direct Users
    • 3 Direct Users
      • 10 Members
      • 6 Members
      • 2 Members
    • 2 Direct Users
      • 3 Direct Users
        • 2 Members
        • 5 Members
      • 2 Direct Users
        • 3 Members
          • 3 Members
          • 3 Members
        • 3 Members
  • 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
Goals
No goals have been added yet.
Sales Target (Individual)
Weightage :

A sales target is the number of products you need to sell to make a desired profit. As an individual is he able to make a good contribution to achieve the teams target? how many products he is selling?

10-June-2024
10-July-2024
Number
10
5
  • Project Related - Profitability

    Project Profitability computed across all project handled by the PM.

    10-June-2024
    10-July-2024
    Number
    10
    5
    10%
  • P078/077

    Project Profitability computed across all project handled by the PM.

    10-June-2024
    10-July-2024
    Number
    10
    5
    30%
  • P078/077

    Project Profitability computed across all project handled by the PM.

    10-June-2024
    10-July-2024
    Number
    10
    5
    10%
Competency
No goals have been added yet.
Creative Thinking
Weightage :

Creativity, imagination, problem solving.

  • Collaboration

    Emotional Intelligence, Teamwork, Adaptability.

    10%
  • Communication

    Expression, Language, Empathy.

    10%
Publish Clone
Synergita 10-Jun-2024 10-Jan-2025 Quarterly
91_Mobiles 10-Jun-2024 10-Jan-2025 Half Quarterly
Gorica 10-Jun-2024 10-Jan-2025 Annual
Monthly Review 10-Jun-2024 10-Jan-2025 Quarterly
STS 10-Jun-2024 10-Jan-2025 Half Quarterly
Back

Add Review Period

  • Q1
    To
  • Q2
    To
  • Q3
    To
  • Q4
    To
Cancel Save
Workflow 1
Workflow 1
Workflow 1
Workflow 1
Workflow 1

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.

Summary sent weekly including the pending actions and OKR summary.

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( Annual Subscription )
  • 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( Annual Subscription )
  • 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

Jira Integration

Asana Integration

Manage Integration

Manage Integration

Outlook Calendar

Back Back Back Back Back 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.

Jira Integration images Jira Integration images

Jira Integration

Jira Integration allows automatic checkin between Key Results and Jira Issues for focused collaboration.

Jira Integration images Jira Integration images

Asana Integration

Asana Integration allows automatic checkin between Key Results and Asana Projects for focused collaboration.

Outlook Calendar images Outlook Calendar images

Outlook Calendar

Seamlessly schedule OKR check-ins, reviews, and 1-on-1s using integrated Outlook Calendar. Auto-generate meeting links, sync events, and send customized invites.

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.

Meetings in Outlook Meetings in Outlook

Schedule Meetings in Outlook

Create and manage OKR-related meetings directly in Outlook from your OKR tool, with automatic calendar scheduling and meeting link generation.

Meeting Privilege

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/Jira Integration

Manage Integration
Jira images Jira images

Turn on progress update using Jira.

This feature allows you to update key result progress based on the number of tasks completed in Jira

Integration/Asana Integration

Manage Integration
Jira images Jira images

Turn on progress update using Asana.

Automatically sync KR progress from linked Asana tasks

Integration/ Asana/ Manage Integration

Asana Credentials
- vimal.dinesh@gmail.com
User Access Control
Cannot switch. Some users are not available in Asana.

Integration/ Jira/ Manage Integration

Jira Credentials
Progress Calculation Settings
%
%
%
User Access Control
Cannot switch. Some users are not available in Jira.

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/ Outlook Calendar

Meetings in Outlook Meetings in Outlook

Schedule Meetings in Outlook

Create and manage OKR-related meetings directly in Outlook from your OKR tool, with automatic calendar scheduling and meeting link generation.

OKR Configuration
Reminders and Notifications to Outlook Reminders and Notifications to Outlook

Enable Reminders and Notifications to Outlook

Automatically send meeting reminders and status notifications to users via Outlook, keeping teams informed and aligned on upcoming OKR related events.

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

Edit Jira Users

Note: Only users with unrestricted visibility access to their email ID in jira are listed here. Learn More

Save Save All
John Smith Project Manager Aspire
Abhijit Mohan Product Consultant Synergita
Nivin Simon Project Lead Aspire
Julie Martin Team Lead Aspire
John Daniel Sales Manager Aspire
Archana Abhijit Assistant Manager Aspire

Edit Asana Users

Save Save All
John Smith Project Manager Aspire
Abhijit Mohan Product Consultant Synergita
Nivin Simon Project Lead Aspire
Julie Martin Team Lead Aspire
John Daniel Sales Manager Aspire
Archana Abhijit Assistant Manager Aspire