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KPI Templates

Who can use this: Admin and HR

KPI Templates define what employees are evaluated on during a KPI cycle.

How Templates Work​

A template is a list of evaluation items (KPIs) that are applied to all employees in a department when a KPI cycle is published. Each item has a weight — the total weights of all items in a template must always equal 100.

Viewing Templates​

  1. Click KPI Templates in the sidebar.
  2. The table shows:
ColumnDescription
NameTemplate name
ItemsNumber of evaluation items
CreatedDate the template was created

Use the search box to find templates by name.

Creating a Template​

  1. Click New Template.
  2. Enter a template name.
  3. Add evaluation items:
    • Click Add Item.
    • Enter the item name (e.g., "Productivity", "Communication").
    • Enter a weight (percentage).
    • Repeat as needed.
  4. Click Create.
Weight Rule

Total weight must equal exactly 100. You cannot save a template until the weights add up.

Example: Productivity (40) + Communication (30) + Teamwork (30) = 100 ✅

Editing a Template​

  1. Click the actions menu (⋮) → Edit.
  2. Modify the template name and/or items.
  3. You can:
    • Add new items
    • Remove existing items (click the delete icon)
    • Change names and weights
  4. Click Update.
In-Use Templates

Be cautious when editing templates that are used in active KPI cycles. Changes only affect future evaluations, not existing ones.

Deleting a Template​

  1. Click the actions menu (⋮) → Delete.
  2. Confirm the deletion.
Deletion Blocked

You cannot delete a template that is actively used by a published KPI cycle.

Importing Templates via CSV​

  1. Click Import at the top of the page.
  2. Download the sample CSV file to see the expected format.
  3. Prepare your CSV:
template_name,item_name,weight
Sales Performance,Revenue Target,40
Sales Performance,Client Retention,30
Sales Performance,New Acquisitions,30
  1. Upload the file.
  2. Review any errors in the import report.

Import Rules​

  • Same template_name rows are grouped into one template
  • Items within a template must have weights totaling 100
  • Duplicate template names will fail
  • Partial failures: valid templates are created, invalid ones are skipped with error messages