Quantive

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Quantive Results offers out-of-the-box emails to remind employees to update their OKRs on the desired update date and time. 

Note: OKRs updated or achieved during the previous session cadence won't be inlcided.

Sessions within the current cadence that have an "In Progress" or "Open" status are included by default. Email update reminders are flexible and can be configured based on the company's needs.

To be able to configure OKR update reminders, you have to be an account administrator.

In the bottom of the navigation pane, click on Settings.

Under the System section select OKR update reminders.

You can control who receives the report by excluding employees and teams from the drop-down.

 You can also select to send to all team members or exclude OKR update reminders to team managers.

In the Cadence dropdown box, select how often you want to receive the update reminders. Choose between Daily, Weekly, Every two weeks, and Monthly.

Under Cadence, select the day of the week, the hour and the minutes for sending the update reminders. *Note that this option will only appear when selecting any other option besides Daily. If you select your cadence as monthly and you picked February 28th as the Monthly date note that your OKR update reminders will be sent out on the 28th day of every month starting on your selected date of February 28th.

The system automatically detects your browser’s time zone. However, if needed you can set a different time zone at the bottom of the window.

When setting up the OKR update reminders report you must select the channel via which you'd like to send the reminders. You can chose between Email, Slack and Microsoft Teams. You can select more than one channel.

To turn on the OKR update reminders, click on 'Enable'

To stop sending the email reminders click on 'Pause'

Check the content by sending a test preview email

If you'd like to check how the email looks like once it starts sending you, select a recipient from the drop-down and send them a test email. They will be able to preview a test email with the data that they will be receiving.

*Only recipients that are eligible to receive the reminders (owners of OKRs in a current session) can receive a test preview e-mail.

1. In the bottom of the navigation pane, click on Settings.
 
 
 
2. Under the System section select OKR update reminders.
 
 
 
3. You can control who receives the report by excluding employees and teams from the drop-down.
 
 
 
4. You can also select to send to all team members or exclude OKR update reminders to team managers.
 
 
 
5. In the Cadence dropdown box, select how often you want to receive the update reminders. Choose between Daily, Weekly, Every two weeks, and Monthly.
 
 
 
6. Under Cadence, select the day of the week, the hour and the minutes for sending the update reminders. *Note that this option will only appear when selecting any other option besides Daily. If you select your cadence as monthly and you picked February 28th as the Monthly date note that your OKR update reminders will be sent out on the 28th day of every month starting on your selected date of February 28th. 
 
 
 
 
7. The system automatically detects your browser’s time zone. However, if needed you can set a different time zone at the bottom of the window.
 
 
 
8. When setting up the OKR update reminders report you must select the channel via which you'd like to send the reminders. You can chose between Email, Slack and Microsoft Teams. You can select more than one channel.
 
 
 
9. To turn on the OKR update reminders, click on 'Enable'
 
 
 
10. To stop sending the email reminders click on 'Pause'
 
 
 ___________________________________________________________
 
 Check the content by sending a test preview email
 
 If you'd like to check how the email looks like once it starts sending you, select a recipient from the drop-down and send them a test email. They will be able to preview a test email with the data that they will be receiving.
 
 *Only recipients that are eligible to receive the reminders (owners of OKRs in a current session) can receive a test preview e-mail.
 
 
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After configuring and enabling OKR update reminders all employees that use Quantive Results  will receive regular reminders on when to update their OKRs to provide transparency and up-to-date data in your organization.

You will receive a reminder to update your OKRs if you own a KR. Based on the configuration for the team-owned OKRs either the manager or the whole team receives reminders.

Which OKRs are included in the reminders?

Quantive Results will send you reminders to update OKRs that meet the following criteria:

The session they belong to is current. In other words:

1. the session status is 'Open' or 'In Progress'
2. The session's start date is before today and the session's end date is after today.

You have not updated your KRs within the cadence as per the session's settings.

1. You are an owner of the OKRs
2. The session they belong to is current. In other words:
   1. the session status is 'Open' or 'In Progress'
   2. The session's start date is before today and the session's end date is after today.
3. You have not updated your KRs within the cadence as per the session's settings.

Which OKRs are excluded from the reminders?

Achieved - with progress equal or more than 100%.

 KRs already updated in the current cadence.

KRs part of closed or achieved Objectives.

1. Achieved - with progress equal or more than 100%.
2.  KRs already updated in the current cadence.
3. Dynamic KRs.
4. KRs part of closed or achieved Objectives.

Overview

Prerequisite

Configuration

FAQ

Who receives the OKR update reminders?

Which OKRs are included in the reminders?

Which OKRs are excluded from the reminders?