Configure your KPI metrics and weights
Define the scorecard sections once, then optionally customise per employee.
For: Owners & admins · Category: Performance & KPIs
On the Configure tab, owners/admins/HR set up the company scorecard: the sections people are scored on, how much each is weighted, and section types (including an Attendance section that fills itself). You can also customise which metrics apply to individual employees.
Steps
- Open KPIs -> Configure - Visible to owner/admin/HR. It is inside the HR -> Compensation & Performance tab.
- Add sections - Create each area you measure, with its weight and maximum score.
- Use Attendance - Add an Attendance-type section to score punctuality from real clock-in data automatically. The system calculates a rate from the month's attendance and suggests a score.
- Per-employee customisation - When scoring, a "Customise KPIs" option lets you toggle individual metrics on or off for a specific employee. This is useful when not every metric applies to every role.
- Save - The scorecard applies to scoring from now on.
Tips
- Weights should reflect what matters most - they determine the overall percentage.
- An attendance override can be cleared to return to the auto-calculated score.