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KPI Appraisal Template
Appraisal Template is used to add and maintain "Key Performance Indicators (KPI)" for a KPI Group. The template also contains the "Score Type",  "Weight" and "Base Value" for each KPI. These KPIs are added to the appraisal of an employee when the appraisal is generated.
  1. Score Type - The score type can be "Score Range" or "Value".
    1. If the score type is score range, the base value is updated with the highest score from the "KPI Score Range ".
    2. If the score type is value, users can define the base value.
  2. Weight - Each KPI has a weight where the appraisal score is scored by the overall weight percentage allocated.
    1. For example "Employee A" is the "System Administrator" and has the following KPIs.
      1. KPI 1 -System Administration, Backup and Health Check.
      2. KPI 2 -Document System Security Policies.
      3. KPI 1 can be weighted as 80% and KPI 2 as 20%.
    2. The total weight for an appraisal template can not exceed 100%.
  3. Base Value - The base value is the denominator for the performance score. For example if the base value for "KPI X" is 100 then the performance score will be scored out of 100 e.g. 60/100.

Steps to create Appraisal Templates:

  1. Click on the "Green Plus Sign". This will open the "Edit Form".
  2. Enter below details. Refer to Figure 1.
    1. Code - Enter a code. The code can be a set of alphanumeric values to uniquely identify each appraisal template. 
    2. Description - Enter the detailed description of the appraisal template
    3. Notes  -This is an open text field, users can enter referential notes. 
    4. Void - Void records will be "Disabled" and will not appear in any lookups . Edit the record and "UN-tick" void to activate a record.
    5. Save. Click on the "Floppy Icon".
  3. Click on the "Grey Arrow" next to the template. This will expand into the details.
    1. Go to the "KPI Group" tab. Refer to Figure 2.
    2. Click on the "Green Plus Sign". This will open the "Edit Form".
    3. Enter below details:
    4. Group Code - Select the "KPI Group". KPI Groups is maintained under "Linkweb - Performance Appraisal - KPI Group".
    5. Notes - This is an open text field, users can enter referential notes. 
    6. Save. Click on the "Floppy Icon".
      1. Click on the "Grey Arrow" next to the group. This will expand into the details to add the "Key Performance Indicators". Refer to Figure 3.
      2. Click on the "Green Plus Sign". This will open the "Edit Form".
      3. Enter below details:
        1. KPI Code - Select the "KPI Objective". KPI Objective is maintained under "Linkweb - Performance Appraisal - Key Performance Indicators".
        2. Weight  - Enter the weight.
        3. Base Value.
        4. Script - Users can write a script to define the default score for all employees for a KPI. This score will updated when the appraisal is created.
        5. Save. Click on the "Floppy Icon".

Figure 1: Appraisal Template

Figure 2: Template KPI Groups



Figure 3: Template Key Performance Indicators.