New: New KPI template

What it is

Name the template. You'll add its criteria as a draft version next.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click KPI templates.

What you see

New: New KPI template · click the picture to enlarge

• Sections on the page: Template.

Filling in the form

1. Click the New button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (1 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: New: New KPI template · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The template's name, such as Teacher Appraisal Criteria.
Active	switch	Tick to offer this template. Untick to hide it without deleting it.
Description	long text	Optional. A few words about what this template is used for.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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