How to take your first steps in Workpath

Workpath Onboarding
for Trainline

Welcome to Workpath! Please choose the role that is assigned to you on the platform.

Cycle set up

Leadership and teams get to work - time to define and align priorities.

Step 1

Enabling Check-Ins*

Watch Video TutorialRead Guide


Goal:
Teams have access to their Check-in

*relevant for Team Lead, not team members
Granular permissions and user settings

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 2

Adding Team KPIs

Watch Video TutorialRead Guide


Goal:
Team pages show relevant KPIs

Step 3

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 4

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 5

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 6

Requesting Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 7

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant OKRs of another team

Step 8

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are active to kick off the cycle

Execution

The cycle is officially under way - time to work towards and monitor the Goals.

Step 9

Updating OKRs

Watch Video TutorialRead Guide


Goal:
OKRs and Initiatives are up-to-date between Check-ins

Step 10

Preparing Check-ins

Watch Video TutorialRead Guide


Goal:
OKRs and Initiative are up-to-date and discussed

Step 11

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

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Cycle set up

Leadership and teams get to work - time to define and align priorities.

Step 1

Defining  Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 2

Adding Team KPIs

Watch Video TutorialRead Guide


Goal:
Organization and team pages show relevant KPIs

Step 3

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 4

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 5

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 6

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 7

Requesting Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 8

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant OKRs of another team

Step 9

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are active to kick off the cycle

Execution

The cycle is officially under way - time to work towards and monitor the Goals.

Step 10

Updating OKRs

Watch Video TutorialRead Guide


Goal:
OKRs and  Initiatives are up-to-date  between Check-ins

Step 11

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Cycle set up

Leadership and teams get to work - time to define and align priorities.

Step 1

Creating Teams

Watch Video TutorialRead Guide


Goal:
Teams are  set up and ready for users to  join

Work council approved

Step 2

Inviting Users

Watch Video TutorialRead Guide


Goal:
Users have joined their teams

Step 3

Enabling Check-ins

Watch Video TutorialRead Guide


Goal:
Teams have access to their Check-in

Granular permissions and user settings

Step 4

Creating Goal Cycles

Watch Video TutorialRead Guide


Goal:
The upcoming Goal Cycle is set up

Step 5

Creating Goal Labels

Watch Video TutorialRead Guide


Goal:
Goal Labels are pre-defined for  drafting

Step 6

Defining  Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Step 7

Setting up Integrations

Watch Video TutorialRead Guide


Goal:
Relevant tools are connected to Workpath

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 8

Adding Organizational and Team KPIs

Watch Video TutorialRead Guide


Goal:
Organization and team pages show relevant KPIs

Step 9

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 10

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 11

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 12

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 13

Request Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 14

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant Goals of another team

Step 15

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 16

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are active to kick off the cycle

Execution

The cycle is officially under way - time to work towards and monitor the Goals.

Step 17

Updating OKRs

Watch Video TutorialRead Guide


Goal:
OKRs and Initiatives are up-to-date between Check-ins

Step 18

Monitoring Goal Progress over Time

Watch Video TutorialRead Guide


Goal:
Progress is evaluated with regard to time left in the cycle

Step 19

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 20

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Cycle wrap up

The end of a cycle marks the beginning of a new one - reflecting on the process is key now.

Step 21

Monitoring the Evolution of OKRs across Cycles

Watch Video TutorialRead Guide 


Goal:
Systemic weaknesses and opportunities in the OKRs process and execution are identified

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Cycle set up

Leadership and teams get to work - time to define and align priorities.

Step 1

Creating Teams

Watch Video TutorialRead Guide


Goal:
Teams are  set up and ready for users to  join

Work council approved

Step 2

Inviting Users

Watch Video TutorialRead Guide


Goal:
Users have joined their teams

Step 3

Enabling Check-Ins

Watch Video TutorialRead Guide


Goal:
Teams have access to their Check-in

Granular permissions and user settings

Step 4

Creating Goal Cycles

Watch Video TutorialRead Guide


Goal:
The upcoming Goal Cycle is set up

Step 5

Creating Goal Labels

Watch Video TutorialRead Guide


Goal:
Goal Labels are pre-defined for  drafting

Step 6

Defining  Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Step 7

Setting up Integrations

Watch Video TutorialRead Guide


Goal:
Relevant tools are connected to Workpath

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 8

Adding Organizational KPIs

Watch Video TutorialRead Guide


Goal:
The Organization Page shows relevant KPIs

Step 9

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 10

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 11

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 12

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 13

Requesting Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 14

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to OKRs of another team

Step 15

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 16

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are active to kick off the cycle

Execution

The cycle is officially under way - time to work towards and monitor the Goals.

Step 17

Updating OKRs

Watch Video TutorialRead Guide


Goal:
OKRs and Initiatives are up-to-date  between Check-ins

Step 18

Monitoring Goal Progress over Time

Watch Video TutorialRead Guide


Goal:
Progress is evaluated with regard to time left in the cycle

Step 19

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 20

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Cycle wrap up

The end of a cycle marks the beginning of a new one - reflecting on the process is key now.

Step 21

Monitoring the Evolution of OKR across Cycles

Watch Video TutorialRead Guide 


Goal:
Systemic weaknesses and opportunities in the OKRs process and execution are identified

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Goal Cycle

Leadership and teams get to work - time to define and align priorities.

Step 1

Viewing Organizational and Team KPIs

Watch Video TutorialRead Guide


Goal:
Be aware of all relevant KPIs

Step 2

Viewing Organizational and Team OKRs

Watch Video TutorialRead Guide


Goal:
Know about all OKRs of the Cycle

Step 3

Viewing Alignments

Watch Video TutorialRead Guide


Goal:
See how OKRs are aligned with each other and across hierarchies

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now