Setting up a KPI programme

The Programmes & Templates page, for KPI admins. Work through in order.

1. Create the programme

One programme represents one assessment year. It contains four quarterly periods.

2. Create unit templates

A template is one set of indicators for one kind of unit.

Field	What it holds
Unit code	The unit's abbreviation
Template name	A recognisable name, for instance "Branch Template"

3. Add indicators

For each template, add its indicators one at a time:

Field	What it holds	Note
Indicator name	What is being measured	Write it as an outcome, not an activity
Dimension	Its assessment perspective	Decides its grouping on the dashboard
Unit	Percentage, currency, count, days	Decides how the result is displayed
Weight	This indicator's contribution	You enter a percentage
Formula	How the result becomes a score	Shown in the in-app guidance
Target	The figure to reach

Write indicators as outcomes, not activities

"Run 12 training sessions" is an activity — it is satisfied even if nobody learned anything.

"85% certification pass rate" is an outcome. That is what deserves measuring.

4. Publish and enrol participants

Publishing locks the template so it can be used. Enrolling participants creates a scorecard for each person — that is what moves scorecards to the Draft stage.

Publish only after every indicator and weight is correct

Changing indicators after employees have begun entering results makes their data incomparable with one another — and there is no way to tidy it other than repeating the quarter.

5. Annual adjustments

A record for additional or deducted points outside the indicator calculation.

Field	What it holds
Employee	Who is being adjusted
Type	The adjustment category
Points	The size of the adjustment; leave blank to use the type's default
Reason	Always fill this in

The adjustment reason will be read when a result is challenged

Adjustments are the only place a figure moves outside the formula. If the reason is blank, nobody can explain it months later.

Settings: weights and grade thresholds

A separate page, changeable by KPI admins and Human Capital.

Field	Rule
Form 1 and Form 2 weights	Must total exactly 100
Grade thresholds	Must descend from highest grade to lowest
Default adjustment points	Used when the points field is left blank

The system refuses to save weights that do not total 100, or thresholds that do not descend.

Do not change weights or thresholds mid-quarter

The change shifts everyone's grade at once, including scorecards already past their review stage.

Do it before the quarter goes active, or after it closes.