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Performance matrix templates

Performance matrix templates are a set of criteria (KPIs, SMART tasks and other) used to evaluate the performance of an employee. You can create a performance matrix template for a user of for a job position.
The  matrix templates are created in the Matrix Templates section.
To create, edit and delete templates in this section you need corresponding access permissions. They are managed in Administration - KPIs - Access Permissions for the KPI Module – Access to the "Performance Matrix Templates" section.
There are several ways to open this section:
The  Performance Matrix Templates Settings look as follows (fig. 4):
Fig. 4. Performance matrix templates
Here you can find a search form and a list of all the matrices.
You can search by users, user groups and/or organizational structure elements which have performance matrices. You can search by several criteria at once. 
The list is divided into the following columns:
To copy a template, click on the right-hand side of the template.
To delete a template, click on the right-hand side of the template.
By clicking on the name of a template you will open the editing page with fields similar to those of the Create Performance Matrix Template page.
The respective Help page describes how a performance matrix template is configured.
See also:

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