On the Web

If your Performance Manager admin has granted permission for you to create/edit KPIs, you can set them up with the following steps.

Creating a new KPI

Go to Performance Manager > Team KPIs.

Click on the section with your name (or the relevant employee's name) to expand it, then scroll down to the bottom and click on the button Click here to add new KPI.

There will be a pop-up window where you can input the necessary info.

Title: The name of the KPI

Description: A short description of what the KPI is (optional)

Associate with objectives: The KPI can be associated with a corporate, department or individual objective (optional)

Start date: Date from which the KPI will be assessed

End date: Date at which the KPI will stop being assessed (optional)

Open ended question: If ticked, the KPI will require an open-ended response. If unticked, the KPI will utilise the rating system.

Allow self review: If ticked, the KPI will be open to the employee to review. If not, only their manager will be able to review it.

Enable 360 review: If ticked, the KPI will be open to all of the employee's peers to review. If not, only their manager will be able to review it.

Once done, click on the "Create" button to create the KPI.

Editing/deleting a KPI

As long as the window to edit KPIs is still open, you can edit or delete a KPI by clicking to expand it, then clicking on the respective "Edit" and "Delete" buttons.

Once the editing window is up, you will no longer be able to see any of the options to add, edit or delete KPIs. You will need to contact your reporting manager or a Performance Manager admin to assist you.


On Mobile

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