People, Their Function, and Permissions

Jump ahead to:

The CEO

This is your system

Khorus was built by a CEO for the CEO. Stay in regular communication with us to let us know how we can make Khorus better for you. You might be incredibly busy, but we think there's little (maybe nothing) more worthy of everyone's time than establishing what our priorities are, ensuring we're all working together to achieve them, and communicating roadblocks along the way.

What you manage in Khorus as CEO

As CEO in Khorus, you're at the top of the organization. You have special permissions other users don't have, including:

(i) add employees to your organization,

(ii) manage who employees report to,

(iii) grant admin permissions to yourself and other employees, 

(iv) publish the Strategy document,

(v) create the company goals,

(vi) approve (or request changes to) your employees' goals,

(vii) change who owns goals (reassign goals),

(viii) change how goals align to one another,

(ix) enter weekly updates on all your goals, including relevant comments,

(x) monitor how goal predictions are trending,

(xi) use the Performance Dashboard to run weekly team meetings,

(xii) have 1:1s with each of your employees, at least once every two weeks,

(xiii) give feedback on the outcomes of your employees' goals

(xiv) complete appraisals on each of your employees each quarter,

(xv) view every employee's appraisal in your organization, and more.

Be sure to pay attention to Reminders and email notifications about your team submitting their goals to you for approval and other activity.

Creating your goals

When you create goals, by default, they're treated as company goals. If you want to enter a personal goal that is not to be a company goal, align your goal with another by clicking on the Select Parent Goal button (you can align your goal with one of your own goals), or you can mark your goal as a private goal (only visible to you) with the check box. Otherwise, enter your company goal details, then click Publish.

Be sure to welcome your team—and set your expectations for them

See the attached Word doc for an email template you can use to send to everyone who will be using Khorus to explain what you expect from them. 

Be sure to let your team know that this is a priority in the organization. Each week, using the Employee Compliance Data on your home page, you can see which employees haven't created goals for the current quarter, updated goals for the current week, and haven't finalized goals from the previous quarter.

CEO-Khorus-Kickoff-Email-Template_edit.docx

Khorus has many training services to offer

Contact us at customersuccess@khorus.com to talk with us about the training we can deliver to your employees, including: goal strategy training, manager fundamentals training, and more.

See the attached PDF for a summary of The CEO Tightrope: How to Master the Balancing Act of a Successful CEO.

CEO Tightrope Summary

Managers

Khorus is a business management system

Being a Manager in Khorus means that you can add employees to your organization and manage them.

Stay in regular communication with us to let us know how we can make Khorus better for you. You might be incredibly busy, but we think there's little (maybe nothing) more worthy of everyone's time than establishing what our priorities are, ensuring we're all working together to achieve them, and communicating roadblocks along the way. We believe that all the things Khorus helps you do are things you would be doing anyway as a manager, even if you had no software to help you do it; we just hope Khorus makes some of these managerial tasks easier.

What you do in Khorus as a manager

As CEO in Khorus, you're at the top of the organization. You have special permissions other users don't have, including:

(i) add employees to your organization,

(ii) manage who employees report to,

(iii) read and understand the Strategy document,

(iv) create goals aligned with your manager's goals or other department goals

(v) approve (or request changes to) your employees' goals,

(vi) change who owns goals (reassign goals),

(vii) change how goals align to one another,

(viii) enter weekly updates on all your goals, including relevant comments,

(ix) monitor how goal predictions are trending,

(x) use the Performance Dashboard to run weekly team meetings,

(xi) have 1:1s with each of your employees, at least once every two weeks,

(xii) give feedback on the outcomes of your employees' goals

(xiii) complete appraisals on each of your employees each quarter,

(xiv) view every employee's appraisal in your organization, and more.

Be sure to pay attention to Reminders and email notifications about your team submitting their goals to you for approval and other activity.

Creating your goals

As a Manager, you'll kick off department's goal-setting process each quarter. When creating your department goals, you're setting the direction for everyone on your team to move toward and the priorities that everyone needs to focus on.

Be sure to welcome your team—and set your expectations for them

Be sure to let your team know that this is a priority in the organization. Each week, using the Employee Compliance Data on your home page, you can see which employees haven't created goals for the current quarter, updated goals for the current week, and haven't finalized goals from the previous quarter.

Khorus has many training services to offer

Contact us at customersuccess@khorus.com to talk with us about the training we can deliver to your employees, including: goal strategy training, manager fundamentals training, and more.

While the book was written for CEOs, the principles are relevant to any level of management. See the attached PDF for a summary of  The CEO Tightrope: How to Master the Balancing Act of a Successful CEO.

CEO Tightrope Summary

Individual Contributors

Khorus is a system design to deliver organizational performance

Being an individual contributor means that you'll work closely with your manager on creating your goals each quarter, contributing to your department goals or other goals in your company. Other employees can also create goals that contribute to yours. So, Khorus isn't just a way to view your own performance, but it's a way to show you not only how your goals affect the work your department does, but how your goes impact the company achieving its goals. Try viewing the goal hierarchy of your goals, following it all the way to the top of the organization.

Stay in regular communication with us to let us know how we can make Khorus better for you. We know you're busy, and you probably have other business systems you use regularly, too. Khorus wants to help you communicate the information that's relevant, all the way to the CEO and other business leaders:  Are you going to achieve your goals? What other qualitative insights do you have about the work being done? These two pieces of information are much more useful to your CEO—and your boss—than "Sales numbers in Turkey increased by 3% this quarter".

We believe that all the things Khorus helps you do are things you would be doing anyway, even if you had no software to help you do it; we just hope Khorus makes some of the priority tracking and communication easier.

What you do in Khorus

As an Individual Contributor in Khorus, information about what's actually going on in the organization starts with you. While the strategy, direction, and priorities of the company get set by your CEO and leadership team, it's you who begins the communication on the work being done that follows that strategy, moves the company in that direction, and achieves those priorities.

(i) read and understand the Strategy document,

(ii) create goals that contribute to your department or other department goals,

(iii) enter weekly updates on all your goals, including relevant comments,

(iv) finalize the outcome of your goals by the end of each quarter,

(v) read your appraisal and sign it

Be sure to pay attention to Reminders and email notifications about goals other activity.

Creating your goals

Start by reviewing the company goals each quarter. Understand the direction the company is moving. Then, look at your manager's goals. Begin drafting your goals based on those goals, asking your manager for direction as needed. Submit them to your manager for approval, then look for email notifications about your manager approving your goals or requesting changes to them—you'll find comments on your goal when your manager requests changes to your goal.

Khorus has many training services to offer

Want more help with goal setting? Work with your manager and Khorus Implementation owner to contact us at customersuccess@khorus.com to talk with us about the training we can deliver to you, including: goal strategy training, manager fundamentals training, and more.

While the book was written for CEOs, the principles are relevant to any level of management. See the attached PDF for a summary of  The CEO Tightrope: How to Master the Balancing Act of a Successful CEO.

CEO Tightrope Summary

Observers

Observers are mostly read-only users in Khorus. The Observer role was created with board members, Private Equity firms, business coaches, and the like in mind—people who can benefit from seeing what's going in your organization but are not active employees in your company.

Observers do not create, own, or otherwise take action on goals.

Observers can view all public goals, user profiles, create reports, and view the Strategy document. 

Observers do not appear in the org chart, and only the CEO and Org Admins can see that Observers are in the organization.

Admins

There are four types of Admins in Khorus: Org Admin, Goal Admin, Goal Manager, and HR Admin. See below for details on what each permission set can do. Most of our customers have a couple Org Admins. 

Use Goal Admin permissions sparingly. Every employee should be writing their own goals. Don't edit other employees' goals without speaking to them about it first. 

Are you a Khorus Implementation Owner (KIO) and want to learn more? Email customersuccess@khorus.com, and we'll put down our coffee to get back with you in a flash. 

What's a Khorus Implementation Owner (KIO)? 

The KIO is the Khorus methodology and software expert at your company. The KIO serves as the primary contact for Khorus Customer Success and the go-to person for employees at your company for questions, best-practice help, and to ensure high-quality goals are being created. 

My company doesn't have one, but this sounds like something I should do. How can I get started? 

Just send us an email at customersuccess@khorus.com to let us know. We'll get back with you and talk more about making that happen. 

OK, back to the details on Admin permissions in Khorus. 

Org Admins

  • Add employees and change current employee reporting
  • Change goal alignment (this often is needed alongside org changes)
  • Reassign goals (change who owns the goal; as you might expect, this is also often needed with org changes)
  • Update employee profiles
  • Get the status of appraisals for all employees (but can not view the content of the appraisals)

Goal Admins

As a Goal Admin, you can take almost any action on other users goals, including:

  • Create
  • Edit 
  • Approve
  • Shelve

Goal Admins cannot:

  • Update goals for others
  • Finalize goals for others

Goal Managers

As a Goal Manager, you have the permissions of Goal Admins, except that your permissions only apply to goals that are aligned with your goal (either directly or  n levels down the goal hierarchy).

HR Admins

  • View appraisal content and the status of appraisals for all employees in the entire organization.