View the list of KPIs

To access the list of Custom KPIs, follow these steps:

1. Click the ‘Setup’ button from the navigation bar;
2. Click the ‘Custom KPIs’ tab from the list of tabs.

                                                        Accessing the list of Custom KPIs

In the list of Custom KPIs, for each one, we can see the following:

• Name;
• Value type (Decimal or Percent);
• Permission
• Description

                                                                      Custom KPIs table

Filter the list of Custom KPIs

To make it easier to find a specific KPI, you can use the Filters section located above the KPIs table. For Custom KPIs, you can filter by name, value type (single-select) and/or Permission(multi-select). After selecting your filters, click the ‘Apply’ button to apply the filtering. To remove all filters and see the complete list of KPIs you use the ‘Reset’ button.

                                                                       Filters section

Create a Custom KPI

Before you can include a Custom KPI in a bonus scheme, you need to create it first. To add a new Custom KPI, follow these steps:

1. Click on the ‘+ New’ button located on the right part of the screen, just above the list of KPIs.
2. In the newly opened pop-up, enter the following information:
   1. Name;
   2. Description;
   3. Value type (Decimal or Percent);
   4. Permission (Write basic, Write advanced, Write any).

After filling out all the fields, click the ‘Save’ button. The pop-up will close, and you will see the Custom KPI you just created in the list of custom KPIs.

             Add Custom KPI form