KPI Groups are used to group KPIs (See KPIs for more details KPIs) and more importantly, they are used to weight attached KPI for the ultimate purpose of grading the objective. From this screen, you can add, edit or delete KPI Groups.

Creating KPI Groups

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

  • Name: This is the unique name for the KPI Group
  • Weight: This is the weight for the group. Note: Final ratings for objectives are calculated using a weighted average where the rating assigned to each objective is multiplied by the weighted attached to its KPI’s KPI Group. Consequently, scoring a rating of 4 in an objective with a weight of 20 is less important than scoring 3 in an objective with a weight of 50.
  • Save Button: Click this button to save changes.
  • Cancel Button: Click this button to cancel changes
Editing KPI Groups

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

Deleting KPI Groups

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

General

This screen provides access to configuration related to the performance module which can be accessed by navigating to navigate to Performance > Configure > General. The fields and settings are described below