How KPIScore works | KPIScore.ai

Introduction

KPIScore offers a proven approach to managing performance and driving results. Let's dive in to see how it works.

Workflows at the Core of KPIScore

At the heart of KPIScore are workflows, which fall into two main categories: planned versus actual workflows and task log workflows.

Planned versus Actual Workflow: This feature compares daily plans against actual outcomes, enabling teams to identify discrepancies and improve future planning.
Task Log Workflows: These workflows simply record values for various tasks, allowing for easy tracking and accountability in performance management.

Customizable Forms for Easy Setup

Workflows are built using forms designed to simplify setup. KPIScore provides customizable templates to ensure that the forms meet your specific needs. There are two types of forms available:

Request Forms: Filled out by employees to submit requests or report on various aspects of their work.
Approval Forms: Used by managers to keep track of requests and ensure everything stays on track.

The form builder includes all essential field types, with a few key features to note:

KPI Score Field: This field influences employee grading based on performance metrics.
List Dropdown: This unique field allows users to set up custom lists for areas, serial numbers, products, or other frequently used categories.

Automation for Enhanced Efficiency

Automation is a powerful aspect of KPIScore. Forms are automatically distributed to relevant employees at set times, streamlining the process of collecting data. A team calendar enhances this efficiency by helping track workdays, holidays, and extra shifts.

Workflows can also be triggered automatically based on this calendar, and specific date ranges can be defined for reports and targets. Managers can easily set KPI criteria for various targets, including daily sales, client visits, or expense tracking.

Monitoring Progress and Performance

Both employees and managers can monitor progress towards targets effectively.

Target Report: This feature shows the required run rate or daily effort needed to meet set targets.
Heat Map: A visual snapshot of performance, the heat map makes it simple to identify any areas of concern at a glance.

Managers have the capability to drill down further to see detailed performance data, which includes daily performance scores rolling up into an overall KPI score that grades employees based on their performance.

In conclusion, KPIScore is designed to perfect performance management by integrating workflow automation, customizable forms, and effective tracking systems to support both employees and managers in achieving their targets.

Keywords

KPIScore
Workflows
Planned versus Actual
Task Log
Customizable Forms
Request Forms
Approval Forms
KPI Score Field
Automation
Performance Monitoring
Target Report
Heat Map

FAQ

1. What types of workflows does KPIScore offer?
KPIScore offers two main types of workflows: planned versus actual workflows and task log workflows.

2. What is the purpose of request and approval forms?
Request forms allow employees to submit information, while approval forms enable managers to track requests and ensure processes are followed.

3. How does automation work in KPIScore?
Forms are automatically distributed to relevant employees at scheduled times, and workflows can be triggered based on a team calendar.

4. Can managers monitor employee performance?
Yes, managers can monitor performance through target reports and heat maps that display overall progress and areas of concern.

5. What factors influence the KPI score for employees?
Performance metrics such as sales figures, client visits, and expenses contribute to the overall KPI score that grades employee performance.