How to enable automate ratings in Profit.co?

Category: Performance

Profit.co provides an option to Automate ratings for Goals and OKRs.

Why this Feature?

  • In the Performance Review, during the assessment process, the Goals and OKRs progress will be automatically updated.
  • Users can add new ratings and cut-off percentages for automated ratings.
  • Users can also allow override ratings for the assessments.

Step 1

Navigate to Settings → Performance → Review Template from the left navigation panel.

Review template navigation

Step 2

In the Performance Review Process section, click on Edit  icon to automate ratings.

Edit Template

Step 3

In the Review Process section, click on the Edit edit icon for the assessment you wish to automate ratings.

Edit Review Process

Step 4

In the Assessment Options page, enable the OKRs and Goals toggle and select Automate Ratings.

Assessment option

Step 5

In the Goals panel, users can Enable Automate Ratings and Allow Override Ratings.

Users can also Add new Goal Cutoff Percentages and Ratings. Once done, click on Update.

Goals Automate Rating

In the OKRs panel, users can select Assessment Context as OKRs and Key Results as well as OKRs & Key Results combined.

Users can also Enable Automate Ratings and Allow Override Rating.

Users can Add new OKRs Cutoff Percentages and Ratings. Once done, click on Update.

OKRs Automate Rating

Related Answer Post

To learn more about How to link KRs with goals to automate the process, click here.

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