Create KPI Groups to monitor performance

Create key performance indicator (KPI) groups with the KPIs that matter most to your teams. When you associate your KPI groups with assignment groups, you can monitor your team's performance.

Before you begin

Role required: sn_hr_wfo.admin

Procedure

1. Create a KPI group.
   1. Navigate to Workforce Optimization for HR > Team Performance > KPI Groups.
   2. Click New.
   3. In the Name field, enter a name for the KPI group.
   4. In the Type menu, select Teams.
   5. Right-click the form header and click Save.

      You can add up to five KPIs to a KPI group.

2. Add KPIs to a KPI group.
   1. In the KPIs related list, click New.
   2. In the KPI field, select the KPI to apply for this group.
   3. Click Submit.
3. Add KPI assignment groups to the KPI group.
   Note:

   • You can associate a KPI assignment group only to one KPI type.
   • You can add additional managers to each assignment group.
   • You can associate a user with a KPI group as the primary assignment group for that user.

   1. In the Assignment Groups tab, click Edit.
   2. Move the desired assignment groups from the Collection to the Assignment Groups list.
   3. Click Save.