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Performance Reviews·支援代碼HR-005

Goal Management: OKR & MBO

How to set and track individual and team goals using WorkVell's OKR/MBO module.

【OKR vs. MBO】

· OKR (Objectives & Key Results): ambitious goals paired with measurable key results, tracked quarterly.

· MBO (Management by Objectives): goal achievement measured at period-end, typically linked to salary review.

【Setting up in WorkVell】

  1. 1.Performance → Goal Setting → New Goal
  2. 2.Select goal type (OKR / MBO)
  3. 3.Enter goal statement and Key Results (OKR) or success criteria (MBO)
  4. 4.After manager approval, update progress during the period

【Alignment (goal cascading)】

Link company goals → department → team → individual to visualize how each person contributes to overall company objectives.

使用範例

OKR: Objective 'Become #1 in customer satisfaction' → KRs: 'Achieve Loyalis +30, resolve 95% of tickets'

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