Introduction

Managing OKR statuses efficiently is crucial for keeping track of progress and ensuring alignment across teams.

In uKnowva HRMS, you can not only create and view OKR statuses but also import them in bulk for faster setup and management.

Before you begin, it is important to confirm that the OKR extension is installed from the uKnowva Extension Store.

With the right setup, importing OKR statuses becomes a simple process that saves time and helps standardise status tracking across your organisation.

In this article, we will guide you through the detailed steps for importing OKR statuses into uKnowva HRMS.

Step 1: Access the OKR Statuses Section

Before you begin managing OKR statuses in uKnowva HRMS, make sure the OKR extension is already set up in your system. If you're unsure where to find the OKR menu, please refer to our detailed guide on accessing OKR Statuses.

This will open a dedicated page displaying the existing list of OKR statuses in a clear, tabular format. Here, you can review the current statuses, including details like Status Title, Description, Action, and Publish settings, which help you manage and track the progress of your OKRs more effectively.

Step 2: Open the Import Option

On the OKR Statuses page, you will find an Import button available above the list of statuses.

Clicking on the Import button will open a pop-up window designed specifically for importing new OKR statuses.

This feature provides a seamless method to upload multiple statuses at once, significantly reducing the manual effort involved in creating them individually.

Step 3: Download the Template File

Inside the import pop-up, you will have the option to download the Template file.

This template is a predefined format that ensures your OKR status data is correctly structured for uploading into the system.

Download the file and open it on your local system. Fill in the necessary details such as the status title and its description according to your organisation’s needs.

Ensuring that the data is entered properly into the template is crucial for a smooth upload process.

Step 4: Upload the Completed Template

Once you have filled in all the required information in the downloaded template, return to the import pop-up in uKnowva.

Click on the Browse or Choose Your File field to open your file directory and select the updated template file from your system.

After selecting the file, click on the Upload File button to begin the import process.

The system will process the file, and the newly added OKR statuses will appear in the OKR Statuses list once the upload is complete.

Conclusion

That’s it!

You’ve now successfully imported OKR statuses in uKnowva HRMS.

By following this process, you ensure that your OKR management is faster, more accurate, and scalable, especially when dealing with large teams or multiple departments.

This system simplifies status management and fosters consistency across your organisation’s performance tracking.