How to set up and update goals via Work HR

The Goals (OKRs) feature allows you to create a new company, team, or individual goal and specify what the key results are, and how you can measure the progress of these objectives. It also allows you to modify any existing goals or key results if the information changes. Lastly, you can also use the feature to view the company's goal alignment chart, edit any comments, and delete a record if it is no longer necessary.

Getting started

Add a Goal
  1. Log into Swag app.
  2. Tap the Work icon.
  3. Along the top bar, scroll across
    and tap the Goals button.
    Screenshot of prompt to tap on along the top bar in the employment hero app.
  4. Tap the Create Goal button.
    Screenshot of prompt to tap on create goal in the employment hero app.
  5. You need to add:
    • Goal objective.
    • Due date.
    • Owner.
    • Objective alignment.
    • Goal type.
    • Visible too.
  6. Tap the Continue button.
    Screenshot of prompt to tap on goals and all the details of your goal in the employment hero app.
  7. Lastly, choose tap either the
    Add a Key Result button, or the
    Add Later button.
    Screenshot of prompt to tap add key result or add later details to your goal in the employment hero app.

Editing data

Edit a Goal
  1. Log into Swag app.
  2. Tap the Work icon.
  3. Along the top bar, scroll across
    and tap the Goals button.
    Screenshot of prompt to tap on goals along the top bar in the employment hero app.
  4. Tap the    button.
    Screenshot of prompt to tap 9 dots in the top right hand side of the screen in the employment hero app.
  5. Tap the Edit Goal button.
    Screenshot of prompt to tap edit goal in the employment hero app.
  6. Once you have made your edits,
    tap the Save button.
    Screenshot of prompt to tap save after you edit the goal in the employment hero app.

Removing data

Archive a Goal
  1. Log into Swag app.
  2. Tap the Work icon.
  3. Along the top bar, scroll across
    and tap the Goals button.
    Screenshot of prompt to tap goals along the top bar in the employment hero app.
  4. Tap the  button
    Screenshot of prompt to tap the 3 dots on the right hand side of the goals screen in the employment hero app.
  5. Tap on the goal you wish to
    archive.
    Screenshot of prompt to tap the goal you wish to archive in the goals screen in the employment hero app.
  6. Tap the  button
    Screenshot of prompt to tap the 3 dots on the right hand side of the goals screen in the employment hero app.
  7. Tap the Archive Goal button.
    Screenshot of prompt to tap archive goal on the goals screen in the employment hero app.
Delete a Goal
  1. Log into Swag app.
  2. Tap the Work icon.
  3. Along the top bar, scroll across
    and tap the Goals button.
    Screenshot of prompt to tap on goals along the top bar in the employment hero app.
  4. Tap on the goal you wish to
    delete.
    Screenshot of prompt to tap on the goal that you wish to delete in the employment hero app.
  5. Tap the   button
    Screenshot of prompt to tap on the 3 dots on the right hand side of the screen in the employment hero app.
  6. Tap the Delete Goal button.
    Screenshot of prompt to tap delete goal in the employment hero app.
  7. Confirm you wish to delete
    this goal by tapping the
    Delete button.
    Screenshot of prompt to tap delete goal in the employment hero app.

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