Performance management
Goals and OKRs
Autessa Homebase includes goal tracking and OKRs: company, department, team and personal goals linked in one aligned tree by what each supports. Each goal can have key results, a progress measure and an on track, at risk or off track status, updated with quick check-ins.
- Company → department → team → personal alignment
- Key results and three ways to measure progress
- Check-ins with history and a monthly reminder
- Private goals for the owner, their managers and HR
The problem
People cannot see how their work adds up
Goals in slide decks are set in January and forgotten by March. Homebase keeps goals live and connected: each personal goal supports a team goal, which supports a company goal, and a one-minute check-in keeps everyone current.
How it works
How goals and OKRs works in Homebase
Set the goal
Pick the scope (company, department, team or personal), the owner, what it supports, and how it is measured.
Add key results
Describe the key results that show the goal is met.
Check in
Every few weeks, record progress, how it is going (on track, at risk, off track) and a note. Homebase reminds people monthly.
See the tree
View Mine, My team or Everything as an aligned tree, and open any goal to see its history and the goals around it.
Close it out
Mark goals achieved, missed or dropped. They stay in history and appear in reviews.
Options and settings
Every option, in plain words
| Option | What it does |
|---|---|
| Scope | Company, department, team or personal. |
| Supports | The goal this one rolls up to, and the goals that support it. |
| Measured by | Percent done, a number from → to, or done or not done. |
| Key results | The results that define success. |
| Status | Draft, On track, At risk, Off track, Achieved, Missed, Dropped. |
| Who can see it | Everyone, or only me, my managers and HR. |
| Check-in | Progress, how it is going and a note, kept as history. |
| Views | Mine, My team or Everything; show finished goals. |
| Reminder | A monthly email to check in, which people can switch off. |
Permissions
Who can do what
✦ AI assist
How the assistant helps
Say “Check in on my goal: 60%, on track” and the assistant records it as you. Ask “Which team goals are at risk?” to see where to help.
It acts with your own access, and anything important waits for you to press Confirm.
About the HR assistant →Connected
How it connects to the rest of Homebase
FAQ
Questions about goals and OKRs
Does Autessa Homebase support OKRs?
Yes. Goals have key results and a progress measure, and they align from company to department to team to personal.
How do goals align?
Each goal can support another goal, so personal goals roll up to team, department and company goals in one tree.
Can goals be private?
Yes. A private goal is seen only by its owner, their managers and HR.
How often should people check in?
Every few weeks. Homebase sends a monthly reminder, and each check-in takes about a minute.
100% customizable, code and all
Make Autessa Homebase fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours