Periodic KPIs

In this section

• Create KPI templates Build a reusable template: name, category, indicators, weights that add up to 100%, then publish.
• Assign review cycles Pick a template, choose people or a department, set dates and frequency, then assign the cycle.
• Fill and confirm cycle reviews Open a pending review, enter actuals, save a draft or submit, then confirm. Use the calendar to see due dates.
• KPI reports Filter by dates, cycle, department, or employee, then export PDF or CSV.