KPI Cycles

Who can use this: Admin and HR

A KPI Cycle is a time-boxed evaluation period (e.g., Q1 2025) during which employees are scored against KPI templates.

How Cycles Work

1. Create a cycle with a name and date range.
2. Assign KPI templates to specific departments within the cycle.
3. Publish the cycle to generate evaluation records for all active, confirmed employees in those departments.

Viewing Cycles

1. Click KPI Cycles in the sidebar.
2. The table shows:

Column	Description
Title	Cycle name (e.g., "Q1 2025 Performance Review")
Start Date	When the cycle begins
End Date	When the cycle ends
Published Departments	Number of departments published
Status	Draft or Published

Creating a Cycle

1. Click New Cycle.
2. Fill in:

Field	Description
Title	A descriptive name
Start Date	Cycle start date
End Date	Cycle end date (must be after start)

3. Click Create.

The cycle is created in Draft status.

Managing Department Templates

After creating a cycle, you need to assign KPI templates to departments:

1. Click on a cycle to open its detail page.
2. You will see a table of departments:

Column	Description
Department	Department name
Entity	Company the department belongs to
Template	Assigned KPI template
Published	Whether evaluations have been generated

3. Click Assign Template on a department row.
4. Select a KPI template from the dropdown.
5. Click Save.

Publishing a Cycle

Publishing generates individual evaluation records for every eligible employee.

1. On the cycle detail page, click Publish for a specific department.
2. Confirm the action.

What Happens on Publish

• One evaluation record is created per active, confirmed employee in that department.
• Each evaluation copies the template items as scoring criteria.
• Evaluations start in Self-Assessment status.

Cannot Unpublish

Publishing is irreversible for that department. You can re-publish later to pick up newly added employees, but existing evaluations are not duplicated.

Missing Templates

If a department has no template assigned, the Publish button is disabled for that department. Assign a template first.

No Eligible Employees

If a department has a template but no active, confirmed employees, publishing will display a warning. Only employees with activity_status = Active and employment_lifecycle = Confirmed receive evaluations.

Cycle Dashboard

After publishing, the cycle detail page shows evaluation statistics:

Metric	Description
Total Evaluations	Number of evaluation records created
Status Breakdown	How many at each stage (Self-Assessment, Manager Review, etc.)
Departments	Published vs. unpublished departments

Finance KPI Score CSV

Click CSV Export on the cycle detail page to download a summary of all evaluations with:

• Employee details (name, number, department)
• Overall score percentage
• Evaluation status
• Reviewer information

This is typically used by Finance for performance-linked compensation calculations.