KPI Templates
A template is a scorecard: which of the 29 metrics count for a role, and how much each category and metric is weighted. Build it once, and every review cycle that uses it scores people the same, fair way.
kpi_matrix_manage). Reach it at KPI Matrix → Templates
(URL kpi_templates).
Why templates exist
A developer, a call-centre agent and a warehouse operator should not be judged on the same mix. A template lets you emphasise what matters for a role — heavy on Support Quality for a front-line agent, heavy on Task Performance for a developer — and disable what doesn't apply. This is the standard “weighted scorecard” approach: a handful of well-chosen, weighted drivers rather than one flat number.
The templates list
| Column | Shows |
|---|---|
| Name | the template's name; the default template carries a blue Default badge. |
| Description | free-text note about the template's intent. |
| Metrics | how many metrics are enabled in it. |
| Status | Active or another state. |
| Created By | who built it. |
| Actions | Edit and Delete — but Delete is hidden for the default template. |
The top-right Add Template button opens the builder.
The template builder
The Add/Edit modal has two simple fields and one big configurator:
Name & Description
Name is required; Description is optional. Give it a role-obvious name like “Customer-Facing / Support”.
-
Metrics Configuration
An accordion with one collapsible panel per category (all 8). Each category header shows a live count of how many of its metrics you've enabled. Inside a category panel you set:
- Category Weight (%) — how much this whole category counts toward the composite.
- For each metric: an enable checkbox, the metric's label, a Manual badge if it isn't automated, a weight (%) box (only editable once the metric is ticked), and a small note showing the metric's unit and direction (↑ higher-is-better / ↓ lower-is-better).
-
Hit 100%
A footer shows the running Total of your category weights. It stays red until the categories sum to exactly 100%, then turns blue: “Total of all category weights must equal 100%.” Save is only meaningful once you're at 100.
Template rules
Category weights are validated to total exactly 100. Set a category to 0 to switch it off for this role.
A metric with no data (or a disabled one) hands its weight to the remaining metrics in its category automatically — no one is penalised for missing data.
Best practice is 3–8 active drivers per scope. Each category carries 3–5 metrics; disable the long tail to keep a scorecard readable.
A metric's rating thresholds can be overridden per template — handy for volume metrics like Task Throughput where “a lot” differs by role.
The 5 built-in weight profiles
The module ships five role-based category-weight distributions you can use as a starting point. Each totals 100%. Copy the mix that fits, then fine-tune.
| Category | General Staff | Technical / Developer | Customer-Facing | Management | Operations |
|---|---|---|---|---|---|
| ATT — Attendance & Punctuality | 20 | 10 | 25 | 10 | 25 |
| TSK — Task Performance | 20 | 30 | 10 | 15 | 25 |
| PRJ — Project Delivery | 10 | 15 | 5 | 20 | 5 |
| TKT — Support & Service Quality | 10 | 5 | 30 | 10 | 5 |
| BHV — Behavioral Compliance | 10 | 5 | 10 | 10 | 15 |
| LVE — Leave Management | 5 | 5 | 5 | 5 | 5 |
| PRF — Professional Development | 10 | 15 | 5 | 15 | 5 |
| TMS — Time Management | 15 | 15 | 10 | 15 | 15 |
| Total | 100 | 100 | 100 | 100 | 100 |
Watch for “Manual” metrics
Six metrics can't be measured automatically and show a Manual badge in the builder. If you enable one, someone has to type its value for each employee every cycle (see Manual Entries). Only enable a manual metric if you're prepared to maintain it.