Performance New Module

Step 1: Add Quadrant

Go to Performance New > Masters > Add Quadrant, then click on Add Quadrant from the side menu.
Click the Add Quadrant button located at the top right corner.
Add Quadrant

Step 2: Saving Quadrant

Enter quadrant name, is total and then click on the Save button to successfully add the record.
Save Quadrant

Step 3: Add KRA Year

Go to Performance New > KRA Year from the side menu.
Click the KRA Year button located at the top right corner.
Add KRA Year

Step 4: Saving KRA Year

Enter title, from year, to year and then click on the Save button to successfully add the record.
Save KRA Year

Step 5: Create Form Name

Go to Performance New module. Click on Masters sub module. Then click on Add Form Name side menu as shown in the image. Click the Add Form Name button located at the top right corner.
Create Form Name

Step 6: Saving Form

Enter form name, year (from drop-down list), institute (from drop-down list) and then click on the Save button to successfully add the record.
Save Form

Step 7: View Form Name

To view the created form, click on View KRA Form as shown in the image.
View Form Name

Step 8: Upload KRA Form

Go to Performance New > Masters > Upload KRA Form, then click on the Download Sample button.
Fill in the required details in the Excel sheet. After updating, click Choose File, then click Upload to complete the process.
Upload KRA Form

Step 9: KRA Form List

You can view the uploaded form in the KRA Form List as shown in the image.
KRA Form List

Step 10: Map KRA Form

Go to Performance New > Masters > Map KRA Form, then click on the Map KRA Form from the side menu.
Select year, form name, and select department, then click the Filter button.
Map KRA Form

Step 11: Mapping KRA Form

Tick the checkbox for employees who should have access to this form as shown in the image.
Mapping KRA Form Then click the Save button to successfully add the record. Mapping KRA Form

Step 12: View KRA Mapping

Go to Performance New > Masters > View KRA Mapping, then click on the View button.
View KRA Mapping

Step 13: KRA Mapping View

It will display the screen below.
KRA Mapping View

Step 14: Set Process Facilitator

Go to Performance New > Set Process Facilitator, select the month and click on the Filter button.
Set Process Facilitator Now this screen will appear where you can update or set the facilitator.
Set Process Facilitator

Step 15: Self KRA

Go to Performance New > Self KRA from the side menu.

This page is used by employees to view and fill their own KRA/Appraisal forms.

On this screen, you can see the following options and details:

  • Process Type

  • Select the process type, such as Appraisal.

  • Year

  • Select the required year.

  • Filter

  • Click the Filter button to search KRA records based on selected values.

  • Add KRA

  • Click the Add KRA button to add a new KRA/Appraisal form.

  • User Manual

  • Click the User Manual button to open the related documentation.

The KRA list displays details such as:

  • Sr. No.
  • Staff Name
  • Month
  • Process Type
  • Self Score
  • Reviewer-1 Score
  • Coordinators Score
  • Actions

In the Actions column, you can perform available actions such as viewing, editing, downloading, exporting, or printing the KRA details.

To add a new Self KRA:

  1. Click the Add KRA button.
  2. A popup will open with the KRA Form List.
  3. Select the required KRA/Appraisal form name from the popup.
  4. Click on the form name to start the KRA filling process.
  5. Fill in the required KRA details and scoring information.
  6. Submit or save the form as required.

To update or give scoring for an existing KRA:

  1. Select the Process Type.
  2. Select the Year, if required.
  3. Click the Filter button.
  4. Find the required KRA record from the list.
  5. Click the Edit button from the Actions column.
  6. Enter or update the self-score details.

Self KRA List

KRA Form List Popup

Step 16: Enter Self-Scores

Enter self-scores in the given area, click Continue, and then click Save to successfully add the record.
Self Scores

Step 17: View Team KRA

Go to Performance New > Team KRA, select the process type, and click on the Filter button.
Then click on the Edit button to give scoring.
Team KRA

Step 18: Team Member's Score

Enter team members' scores in the given area, click Continue, and then click Save to successfully add the record.
Team Member's Score

Step 18.1: Unit KRA

Go to Performance New > Unit KRA from the side menu.

This page is used to view KRA/Appraisal forms for all employees under your unit.
The records shown here are access-based, so you can view only the unit KRA records that are assigned or permitted for your role.

Use the available filters:

  • Process Type

  • Select the process type, such as Appraisal.

  • Year

  • Select the required year.

After selecting the required values, click the Filter button.

The Unit KRA list displays details such as:

  • Sr. No.
  • Staff Name
  • Month
  • Process Type
  • Self Score
  • Reviewer-1 Score
  • Coordinators Score
  • Actions

In the Actions column, you can perform available actions such as:

  • View KRA form details
  • Edit or update scoring, if access is available
  • Delete record, if permitted
  • Download PDF
  • Export Excel

Use this page to check the KRA/Appraisal progress and scores of employees in your unit.

Unit KRA

Step 19: Start/Stop KRA Process

Go to Performance New > Start/Stop KRA Process, then click on the Start Process button located at the top right corner.
Start KRA Process

Step 20: Enter Process Details

Enter process start date, process end date, year, select process type, evaluation based on, and then click on the Save button to successfully add the record.
Process Details

Step 21: View Scores

You can view individual, facilitator, and reviewer scores under Self KRA, Team KRA, and Unit KRA as shown in the image.
View Scores

Step 22: Add MOM All Employees

Enter MOM points, select the month, and then click on Submit MOM. It will add MOM to all employees.
Add MOM All Employees

Step 23: Add MOM for Selected Employees

Enter MOM points, select the month, and then click on Submit MOM. It will add MOM to selected employees.
Add MOM Selected Employees

Step 24: Add Multiple MOM Points

Click Add Row to enter multiple MOM points, then click Save to add the record successfully.
Add Multiple MOM Points

Step 25: Update MOM Status

To update MOM status, click on Presentation View. Update MOM Status
Click on the MOM Tracker and then select the desired status.
Update MOM Status

Step 26: Create Dynamic Tables

Go to Performance New > Masters > Create Dynamic Tables, then click on the Add KRA Master button.
Create Dynamic Tables

Step 27: Enter Dynamic Table Information

Enter year, form name, is training related, table name, description, columns. Enter Dynamic Table Information then click the Save button to add the record successfully.
Enter Dynamic Table Information

Step 28: View Mapped Dynamic Tables

To view mapped dynamic tables, check the form as shown in the image.
View Mapped Dynamic Tables

Step 29: Add Form Activities

Go to Performance New > KRA Masters > Form Activities from the side menu.

This page is used to add KRA activities for a selected performance form and quadrant.

Select the required details:

  • Year

  • Select the KRA/performance year.

  • Form Name

  • Select the performance form name.

  • Quadrant Name

  • Select the quadrant under which the activities will be added.

After selecting the above details, enter the KRA activity information in the table.

The activity table includes:

  • KRA

  • Enter the KRA name.

  • Key Activities

  • Enter key activity details.

  • Metric

  • Enter the measurement metric.

  • Target

  • Enter the target value or target description.

  • Timeline

  • Enter the completion timeline.

  • Weightage

  • Enter the weightage for the activity.

Use the + button to add more activity rows.

Use the x button to remove an activity row if required.

After entering all required details, click the Save button to save the form activities.

From the top-right side, click View Quadrant to return to the quadrant list page.

Add Form Activities