Goals & KPIs: transparent performance evaluation at every level
Corporate goals, department goals and individual KPIs — in one logic, cascading top-down. Performance is calculated by an automatic formula, not argued over in a meeting. Each staff category gets its own process, forms and cadence.
What the module delivers
How it works
Campaign setup
The administrator sets KPI parameters — analysis dimensions, indicator types, units, cadence, ranges — and participant categories.
Setting goals
Cards are generated from templates, goals are entered and saved, the form is sent to the employee for acknowledgment.
Approval
The direct manager and curator edit, return for revision, or approve the KPI card.
Recording results & calculation
The manager and employee enter actual performance, the KPI is calculated by formula, and consolidated reporting is compiled.
Module capabilities
- Setting up campaigns for goal setting and performance evaluation for specific staff categories
- Goal-setting and goal-adjustment campaigns: creation, configuration, launch, administration
- Manual or automatic goal monitoring
- Manual and automated entry of organization-level KPI cards for top management
- KPI and indicator parameters: analysis dimensions, indicator types, units of measure, measurement cadence, valid-value ranges
- Restricting goal editing by type depending on the card's status
- Template goals for different staff categories
- Corporate, department and individual employee goals
- Recording KPI performance with an automatic calculation formula
- Configuring the goal-setting process at every level: entry, editing, saving, sending the form for acknowledgment, returning for revision, approval by manager and curator
- Goal-setting cadence (quarterly) with summation and performance-calculation logic across the reporting period
- Differentiated goal setting by category: goal types, evaluation criteria, forms, cadence
- An event for the manager and employee to enter actual KPI performance
- A "goal tree" — visualizing each person's contribution to the overall result
- Consolidated reporting and performance analytics
Outcome
Frequently asked
How is KPI performance calculated?
Can different categories of employees have different rules?
Who's involved in approving a KPI card?
Can you see an employee's contribution to overall goals?
Show goal setting on your own structure?
On a demo call we'll build a KPI card for a department and walk through the cascade and performance calculation.