Presetting of plugins for KPI calculation system 1. Configuring of structure for KPI. Positions, steps, grades, departments 2. Configuring of through indicators for KPI 3. Configuring of performance indicators in KPI module 4. Configuring of calculation patterns in the module KPI 5. Configuring of calculation periods in the module KPI 6. The effectiveness of the user in the module KPI 7. Salary calculation based on KPI in Redmine 8. User rights in the calculation and view of KPI in Redmine
4. Configuring of calculation patterns in the module KPI
Calculation pattern — is an object of module KPI, which serves to combine multiple indicators in group. At that time you can set weighting coefficients of each of the indicators to measure the overall matrix of the employee`s effectiveness.
KPI calculation patterns
Calculation patterns are used as preconfigured KPI element for fast creation of calculation periods in the future. Patterns include a set of users they apply to. Each employee can have multiple calculation patterns.
To create a KPI pattern you should select item KPI in the top menu and then in the drop-down menu select item KPI patterns.
On the opened page, click on the link in the top right corner Add new KPI pattern.
On the pattern form, fill in the Pattern name, add it`s Description and save.
After creation of pattern, you will be redirected to the page of editing other parameters of the pattern.
On the tab «Assigned list» you need to add employees, whom this KPI pattern will apply to.
For each performance indicator in KPI pattern must be specified weight. Sum of weights of all indicators should be equal to 100%.
Add previously created performance indicators «Performance of the official duties» and «Bugs found» and set it`s weights. Then save the pattern.
Create a new calculation pattern the manager, add the employee «Lev Tolstoy» to it.
Add the indicators «Closed issues» and «Performance of the official duties (managers)», set it`s weights.
Create a new KPI pattern for the specialist of HR department, add the employee «Olga Kerucheva» in it.
Add the indicator «Overall profit» and set the weight to 100%.