Question 1

Roles and permissions in Plai

Accepted Answer

There are several access level roles in Plai.

Admin

✅ Admins can:

Have access to the Workspace settings: values, integrations, billing, export.
Create/edit teams.
View and edit all public OKRs.
Invite new users
Edit other user profile info (but not the "Manager" field).
Edit Admin and Standard roles (but not the HR manager or HR admin)

❌ Admins don't have access to Reviews.
❌ Admins cannot change the "Manager" field for users (only HRs can do it).

HR admin

✅ HR admins can:

Create/edit teams.
Invite new users.
Edit other user profile info (including the "Manager" field).
Edit HR admin, HR manager and Standard roles (but not Admin roles)
Have access to all Review info.
Have access to all Review responses wherein the Visibility settings "Share with HRs" was checked.

❌ HR admins don't have access to the Workspace settings, and cannot edit Admin roles.

HR manager

✅ HR managers can:

Create/edit teams
Invite new users
Edit other user profile info (including the "Manager" field).
Edit HR manager and Standard roles (but not HR admin or Admin roles).
Have access only to Review responses wherein the Visibility settings "Share with HRs" was checked, and this HR manager was selected from the list.

In other words, HR managers are like HR admins but have access only to the Review cycle responses that were directly shared with these HR managers.

Standard

All the other users

Question 2

OKR TV screen

Accepted Answer

OKR TV screen is a dashboard designed to keep your goals public, and your team engaged.

One of the critical problems with OKRs is that people forget about them and/or lose engagement.

Displaying your key Objectives on the TV dashboard in the office is a great way to achieve that. Show everyone what your main focus is and what's the most recent progress.

To enable the OKR TV screen, you need to have "Admin"-level permissions.

Go to Menu (1) → Workspace Settings (2) → TV mode (3).

Press New TV screen (4), select the Objective cycle, and up to 6 teams. The progress during this Objective cycle for these teams would be displayed by the generated secure link after you press Create link.

Edit the link

As an Admin, you can monitor all the active links in the tab TV mode. You can see when was the link last used, enable/disable it (1).

You can edit the screen by pressing the Edit screen button (2).

You can remove the screen by pressing the Remove screen button (3).

All the changes that you make to the TV screens will be reflected on the dashboard in up to 30 seconds.

TV Dashboard

Copy the link tha

Question 3

How to create an Objective Cycle (OKR planning timeframe)

Accepted Answer

Objectives and Key Results are a powerful way to track professional and personal goals. By using Objective cycles, you can assign your Objectives to specific planning cycles and monitor that progress for your team by each cycle.

We made Objective Cycles easy to set up and customize to fit your unique company needs.

☝️ Note: Objective Cycle is a required field for each OKR. You cannot create an OKR without the Objective Cycle.

Setup

1. Go to “Objective cycle”

To create Objective cycles, go to Workspace settings → Objective cycles.

This section is available only for the user that has the role Admin.

Here you can see all Objective cycles split into sections:

Current cycles (cycles where “Start date” ≤ today ≤ “End date”)
Past cycles (cycles where “End date” < today)
Upcoming cycles (cycles where “Start date” > today)

Objective cycles move from the "Upcoming" to "Current", to "Past" sections automatically.

2. Create a new Objective cycle

Press the Create cycle button.

Input the details of the cycle:

Name (for example: “Q4 2020”);
Start and End dates (for example: “10/01/2020 - 12/31/2020”);
Description (info to help you identify the Objective cycle and fo

Question 4

✍️ How to create and manage Review Cycles?

Accepted Answer

How to create, customize, monitor progress, review and share the Review cycle in Plai.

🎥 Here's a quick video on how to do it:

${youtube}Plai Reviews - How to create and manage Review Cycle in Plai. Quick guide

The detailed articles on each step:

Related blog articles

Intro to 360 degree feedback reviews
3 types of employee performance reviews to get you started
Top 7 mistakes to avoid during performance reviews

❓ If any questions, please reach out to us at support@plai.team

Question 5

Connect Microsoft Teams to receive OKR updates

Accepted Answer

Plai integrates with Microsoft Teams through Webhooks.

Learn more about MS Teams webhooks on the Microsoft site here

3 steps to complete the integration with MS Teams in Plai:

Enable MS Teams integration in Workspace settings;
Generate a webhook for your Microsoft Teams channel;
Add the webhook from Step 2 to the team in Plai.

Step 1 — Enable MS Teams integration in Workspace settings

To enable Microsoft Teams webhooks, go to Workspace settings → Integrations, and enable Microsoft Teams integration.

Step 2 — Generate a webhook for your Microsoft Teams channel

To do this step, you need to have permissions to edit channels inside your MS Teams.

Next to the channel where you want to receive updates about OKRs, click the 3-dots menu → Connectors.

Among connectors, select "Incoming Webhook", and click "Create" (or "Configure").

Give the webhook a name (like Plai Notifications), and a logo (select the one below or download by this link

![](https://storage.crisp.chat/users/h

Question 6

OKR Dashboard

Accepted Answer

Monitor what is the status and progress of your OKRs over time. Stay up to date about the team progress and take proactive actions when necessary.

OKR progress is calculated as the weighted average (mean) of the Key result progress.

The team OKR progress is calculated as an average of all OKRs assigned to the team in the given Objective cycle

Historical OKR progress

Go to the “Dashboard” tab to view the OKR progress over time.

We take the snapshot every Sunday at 00:00 of all the team progress in all active Objective cycles. Additionally, we take the snapshot on the last day of the month. And present it to you in the historical chart.

Start by selecting the Objective cycle you want to view the progress for and up to 5 teams.

The bottom scale is:

In weeks (W1, W2, etc.) for Objective cycles <= 6 months.

In months (Jan, Feb, etc.) for Objective cycles > 6 months.

Hover over the chart to view the tooltip with more info:

Team name and color;
Time period;
Exact progress;
The differ

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