Note: Managers can track the performance of their team and adjust targets as required.
Accessing KPI Targets
1. Navigate to the KPI module.
2. Select the filters & click Generate:
a) Select the KPI Compliance Rule (1) (check with your KPI administrator for the appropriate compliance rule)
b) Select the type of report (2)
c) Select the Project (3)
d) Select a reporting Period (4)
e) Select the staff’s status (5)
Adjusting Targets
If you are responsible for a team, you will have the option to adjust targets
a) Targets can be adjusted for single or multiple people at the same time. Select the checkbox to the right of the person/s name (1)
b) Click the ‘Comment’ button at the top left of the page (2), enter the comment, reduce target and click save
Note: Reducing the target by 100% will make the monthly target zero.
c) To export the results, click the ‘CSV’ button at the top left (3)
Note: Contact your KPI Administrator for adjustments to your team.