Overview: Objective Templates

Objective Templates can be used by both employees and managers to create objectives quickly and consistently in the platform. These can be used for both SMART objectives and OKRs.

It is important to remember that Super Users/Administrators typically create Objective Templates, but these can be utilised by employees and managers to create objectives. An objective template pre-defines the properties for an objective, but does not create an objective.

There are several advantages to using Objective Templates:

• You can enable self-service so that employees can create their own personal objectives
• An objective template pre-fills many of the objective's properties, making objectives easier and quicker to create
• Objective templates can be utilised within reviews so that managers/reviewers can quickly create objectives during the review process
• You can standardise objectives that need to be created over and over again (but not necessarily with a recurrence)

You can locate the Objective Templates area of the platform by hovering over the Objectives and Reviews section of the sidebar, then navigate to: Configuration ➡️Objectives ➡️Templates

As an example, managers/reviewers can utilise your templates when creating an objective for an employee by clicking on the 'Use Objective Template' tile in the Add Objective pop-up.