KPI Matrix Overview Public

ERPat

Complete end-user guide for the ERPat KPI Matrix module: templates, review cycles, assignments, automated scoring across 29 metrics, dashboards, and salary-progression recommendations.

Guide version: r1 Module version: 1.4.0 Updated: 2026-07-22 Estimated time: 3 min 2 views

KPI Matrix

Turn the work your people already do — attendance, tasks, projects, tickets, timesheets, leave, discipline and certifications — into a fair, automatic performance score, and a defensible path from that score to a salary step.

◈ 8 KPI categories ▥ 29 scored metrics ◎ 1.00–5.00 scale ₱ Salary-progression aware

The KPI Matrix is ERPat's employee-performance-management module. It reads operational data you are already capturing across the system, converts it into 29 metrics grouped into 8 categories, normalizes every metric onto one 1.00–5.00 scale, weights them per a template, and rolls everything up into a single composite score and rating for each employee, each review cycle. That composite can then generate an advisory salary-step recommendation a manager approves or rejects.

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New here? Start with Getting Started to enable the module and grant access, then read Core Concepts & Data Flow to see how Templates, Cycles, Assignments and Scores fit together. In a hurry to run one? Jump to Workflows & SOPs.

Two audiences, two doors

The module shows a completely different surface depending on your permission. Almost everyone is an employee who only ever sees their own numbers; a smaller group are managers/HR who run the whole cycle.

Employee kpi_matrix

Sees a read-only “KPIs” tab on their own Team-Member profile: their composite score, rating band, a score-trend line across cycles, and a per-category breakdown. No sidebar entry, nothing to configure. Covered in Your Performance.

Manager / HR kpi_matrix_manage

Gets the full KPI Matrix sidebar group: Overview, Team Matrix, Review Cycles, Templates and Recommendations — where they design scorecards, run cycles, calculate scores, and approve salary steps.

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Both doors are gated by the module master toggle module_kpi_matrix. When the module is off, the sidebar group, the profile tab and the APIs all disappear. See Permissions & Roles.

The 60-second mental model

Everything in the module is one loop. You build a scorecard once (the Template), open a Cycle for a period, Assign people to it, the engine Calculates their scores from existing data, and the results feed dashboards and salary recommendations.

Template
which metrics + weights
Review Cycle
the period + cadence
Assignments
who is scored
Calculate
engine reads the data
Scores & Salary
rating → step advice

Explore the guide

The one legend you'll use everywhere

Every composite score, category score and metric score lands in one of five rating bands. This colour language runs through the whole module — dashboards, tables, badges, and the salary engine.

4.50 – 5.00
Outstandingconsistently exceeds expectations · +2 steps
3.50 – 4.49
Exceeds Expectationsfrequently surpasses requirements · +1 step
2.50 – 3.49
Meets Expectationssatisfactorily fulfils the role · maintain
1.50 – 2.49
Needs Improvementbelow standard · PIP flagged
1.00 – 1.49
Unsatisfactorysignificantly below minimum · mandatory PIP
ℹ️
The scale is 1.00–5.00, not 0–100. A raw metric value (say, a 96% attendance rate) is normalized into this band system before it counts. Exactly how is on Scoring & Rating Bands.
⚠️
Recommendations are advisory. The KPI Matrix never changes anyone's pay on its own. It proposes a salary-step change that a manager must explicitly Approve; only then is a draft salary-history record created, which still follows the normal payroll approval flow. See Salary Progression.
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