Actions with Performance Matrix Templates

In ELMA you can do the following with the performance matrix templates:

Editing a performance matrix template

To edit a performance matrix template, click on its name in the Matrix Templates section. You will see a form similar to the one for creation of a template. Here you can edit the data. Then click Save.

The distinctive feature of the editing a template form is that there is the Copy button in the top menu.

Attention!

When you edit a template, the changes become active in the current month (if the performance matrix has not been controlled yet). This means that all the performance matrices created in the current month are updated, and all the matrices created in the following periods are created according to this template.

In order to apply the changes made to the performance matrices in a certain period, use the recreate the performance matrices feature.

Copying a performance matrix template

It is convenient to copy performance matrix templates if they differ slightly for different users, user groups and/or positions.

There are several ways to copy a performance matrix template:

In the Performance matrix templates section to the right of the required template, click (fig. 1).

Fig. 1. KPI – Matrix Templates section. Copy button
While editing a required template, click Copy in the top menu (fig. 2).

Fig. 2. Edit Performance Matrix template page. Copy button

A performance matrix creation page will open with all the information from the copied template. Note that in the Name* field the word Copy will be added after the name. You will also see the respective notification at the top of the page (fig. 3).

Fig. 3. Copied performance matrix template page

Make the required changes on this page and click Save. The template will be saved and displayed in the list of performance matrix templates.

Deleting a performance matrix template

To delete a template, open the Matrix Templates section and click

next to the name of the template. A confirmation box will pop up (fig. 4). Click Yes.

Fig. 4. Deleting a template

When you delete a template, all the performance matrices created on its basis are kept in the system until the end of the current period. In the next period, the matrices are deleted.

Apart from that, to delete the performance matrices that were created based on this template for a certain period, you need to use the Recreate performance matrices feature. Please note that you can delete only those matrices that have not been controlled yet.