1. Configuring of structure for KPI. Positions, steps, grades, departments

To calculate «KPI» in Redmine at this step you should configure grading system in your organization (optional) and configure structure of subordination. It is important to create a tree of departments and subdivisions. It affects certain rights and responsibilities when filling in, viewing and calculating KPI indicators.

Grading in KPI

The grading system distributes positions of the company into groups according to their value, with defining upper and lower limits of wages within each position. This approach allows you to:

  • make transparent career and salary prospects for employees;
  • introduce an objective assessment of the contribution of position in the company`s development;
  • effectively evaluate the wage fund;
  • attract job seekers on the labor market, since the prospects are transparent.

If you plan to use in the calculation of grading system salaries in the KPI, you should perform the following steps:

  • In section Administration select item Grades.

  • Click on the link Add grade.

  • Fill in name of grade, minimum and maximum salary level within the grade.

  • Fill in unique grade code, which will be used as an identifier if grades data is loaded from an external system.

Positions and departments

Positions and departments are available after installing the plugin for Redmine — Hierarchy (ldap_users_sync). Positions and departments/b> define the relationship of subordination between users in KPI and provide certain rights and duties towards to subordinates.

Positions and departments can be used in templates of user selection rules, in plugins such as «Service Desk», and also to adjust the rules to automatically add users to groups in Redmine.

At this step you need to to set up a list of positions in your organization, as well as hierarchy of departments and subordination of users. You can create the structure of your organization through the interface described below or upload from Active Directory, as described in instruction of setup plugin «Hierarchy».

  • In section Administration select item Positions.

  • Click on the link Add position.

  • Fill in name of position and select grade from existing ones.

  • If you do not plan to use the grading system, the grade for the position may be omitted.

  • In section Administration select item Departments.

  • Click on the link Add department.

  • Specify Parent department from existing departments.

  • Fill in name of department and select department manager from existing users.

  • Flag Department used for logical partitioning departments tree at Departments and Subdivisions. It allows to make report results in KPI grouped or get statistics only within a single department. In addition, this flag can be used by other plugins.

  • After adding new department, you should select and add positions allowed in this department on the tab Positions.

  • On the tab Users you need to select and add employees of this department.

  • If you add users whose positions are specified, but are absent in this department, you will be offered the choice of what to do in this situation.

  • Upon initial setup users do not have positions. To specify positions you need to click on the username in the list of department`s users to open editing of user`s profile.

  • In the user profile you must specify Position from the list of positions available in the department.

  • Here you can also specify the Office of the employee (if configured).

  • Also, in the user profile it is possible to specify Deputy. Deputy receives almost ALL rights of substitutable (roles in projects; rights, based on a hierarchy of users; some specific rights granted by other plugins)!

  • Once the structure of your organization is fully configured, you should go to KPI plugin settings and specify Head of the maximum level.

  • If Head of the maximum level is not set, then instead of him intended user with the maximum number of subordinates. This is to ensure that in the KPI performance is not involved embedded users (Admin) and users outside the structure of your organization (technical accounts for data synchronization, etc.).

  • Create test project and include in it created users with different roles. It is necessary for an example calculation of indicators in the future.

  • Create an issue in the project with type Error. It is necessary for an example calculation of indicators in the future.