KPI — the concepts

An indicator- and target-based performance assessment system.

Different from a review cycle

These are two different things, often confused:

	KPI	Review Cycle (Growth menu)
Scale	A large score producing a grade	1 to 5
Nature	Measurement of achievement against target	A conversation about development
Result	A calibrated, announced final grade	A narrative record

Neither feeds the other

Review cycle ratings do not enter the KPI score, and the KPI score does not enter payroll automatically.

If your company links bonuses to KPI grades, that link is made by hand when building the bonus run.

Two forms make one score

Form	Assesses	Filled by
Form 1	Achievement — results against target for each indicator	The employee enters results; the system calculates
Form 2	Behaviour — competencies and ways of working	The manager

The weight of each can be configured, and must total exactly 100%.

The structure, top to bottom

Programme (for instance "2026 Assessment")
└── Period (Q1 · Q2 · Q3 · Q4)
    └── Unit template (one indicator set for one kind of unit)
        └── Indicator (name, dimension, unit, weight, formula, target)
            └── Scorecard per employee
                ├── Results + evidence  → Form 1
                └── Behaviour assessment → Form 2

Grades from scores

Each grade's threshold can be changed on the Settings page, with one condition: thresholds must descend from the highest grade to the lowest.

Thirteen stages of a scorecard

#	Stage	Owner	What happens
1	Draft	KPI admin	Scorecards created when participants are enrolled
2	HC validation	Human Capital	Verifying indicators and targets are complete
3	Target approval	Director	Approving targets before the quarter runs
4	Active	—	The quarter runs; employees begin filling in
5	Self-assessment	Employee	Enter results, attach evidence, submit
6	Manager review	Direct manager	Assess Form 2, then approve or return
7	L1 review	One level above	Tiered review
8	Director review	Director	Final approval on the line route
9	HC calibration	Human Capital	Building the distribution per cohort
10	Panel session	The panel	Deciding final grades and special cases
11	Final	Human Capital	Results locked
12	Announced	Human Capital	Results visible to employees
13	Closed	—	The quarter is closed

What is required to move past stage 5

Every indicator must have its result filled in and carry at least one piece of evidence.

An incomplete scorecard cannot be submitted — so check both before pressing submit.

Stage 11 locks the result

A scorecard can be returned from a review stage to the employee, and the reason is mandatory. But it cannot move back from Final.

Roles

Role	Can
Every employee	See and fill in their own scorecard
Managers	Dashboard, Team Review, Reports; assess reports' Form 2
KPI admin	Programmes, templates, indicators, publishing, settings
Human Capital	Calibration, finalisation, announcement; may also change settings

Roles are set in the Kreativlo Portal, not on the KPI pages.

Pages in this menu

• Setting up a programme — for KPI admins
• My Scorecard — for employees
• Team Review — for managers
• Calibration & reports — for Human Capital