Configure

This section contains screens which allow the configuration of KPIs.

 This section contains the following screens

• KPI
• KPI Group
• General

KPI (Key Performance Indicator)

KPIs are Key Performance Indicators which are used to help objectively evaluate an employee’s performance. A KPI can be assigned to a performance objective to help group and grade the objective. From this screen, you can add, edit or delete KPIs.

Creating KPIs

To create a KPI, navigate to Performance > Configure > KPI. Click on “Add” and fill in the necessary fields using the information below

• Name: This is the unique name for the KPI
• Suggested Objectives: This are the objectives which are shown by default when this KPI is selected from the performance review objectives screen
• Job Title: This is the job title for which this KPI is available (unless extended to all job titles). Select the relevant Job Title from the list.
• Extend to All Job Titles: This specifies that this KPI is available for all Job Titles
• Department: This is the department for which this KPI is available (unless extended to all departments). Select the relevant department from the list.
• Extend to All departments: This specifies that this KPI is available for all departments
• KPI Group: Specifies the KPI group (See KPI Group for more on KPI Groups) to which the KPI belongs. Select the relevant KPI Group from the list.
• KPI Status: Specifies whether a KPI is available for use or not. Select “Active” to make the KPI usable otherwise select “InActive”
• Save Button: Click this button to save changes.
• Cancel Button: Click this button to cancel changes.

Editing KPIs

To edit a KPI, navigate to Performance > Configure > KPI. Click on a KPI and change the information as required (See Creating KPIs). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting KPIs

To delete a KPI, navigate to Performance > Configure > KPI. Select the checkbox beside the KPI(s) you want to delete and the click the “Delete” button.

Importing KPIs

KPI import functionality allows a user to import multiple KPIs at the same time using an Excel template as opposed to entering them one after the other. To automatically add objectives to appraisals based on selected KPI, navigate to Performance > Configure > KPI. Click the “Import” button and then read the upload steps.

Toggle KPI status

This functionality allows the user to select multiple KPIs at once and change their status from active to inactive or vice-versa. To toggle KPI status, navigate to Performance > Configure > KPI. Select the checkbox beside the KPI(s) you want to status for and the click the “Toggle Status” button. Each relevant KPI will be made inactive if previously active or made active if previously inactive.

Auto-creating Objectives

This functionality allows a user to automatically create appraisal objectives based on selected KPIs across multiple employees in one go thereby removing the need to do so one at a time from the objectives screen. To automatically add objectives to appraisals based on selected KPIs, follow the steps below

• Navigate to Performance > Configure > KPI.
• Click the “Create Objectives” and fill in the electronic form as follows
  • Name: This is the name of the appraisal which will be created as part of the process or to which objectives will be added
  • Period Start: This is the start date for the relevant appraisal
  • Period End: This is the end date for the relevant period
  • Deadline: This is the date by which the appraisal must be completed
  • Objective Type: Select scorecard or Evaluation
    • Scorecard: This objective type requires the entry of a target and an outcome after which the system automatically grades the objective thereby removing all subjectivity. It is well suited for quantitative objectives
    • Evaluation: This objective type is better suited for qualitative objectives where performance is a matter of subjectivity. It allows the manager and the employee to grade each objective while providing a justification for their grading.
  • Target Type: This is the target group across which the objectives will be created.
    • Select a target type and then select the target
  • Click the “Create” button to complete the process
  • Advanced Create: Click this button to ger more control over how each objective is created
  • Otherwise click “Close” to cancel the process

Note: If the “Name” matches an existing appraisal for a relevant employee, the objectives will be added or updated based on the KPI, otherwise a new appraisal will be created for that employee

Important: Always view the process result to ensure everything went as expected.