How do I add KPIs?

If your firm uses KPIs, you can add these as follows:

  1. Click on the My Objectives Tab
  2. Click Add KPI
  3. Select a KPI from the menu
  4. Enter the Target value
  5. Click on the Save button
  6. To edit the KPI click on it and make your changes
  7. You can mark a KPI as private (so only you and your Lead Reviewer can see it)

The KPI functionality is optional, and your organisation may not have KPI functionality switched on. It can only be turned on or off across the organisation, and not by role or department.

You are able to record your actual performance for each KPI throughout the year.

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