Copy KPI’s of employees via Manager Self Service

Copy KPI’s of employees via Manager Self Service

Scenario where approved KPI templates are to be copied from one employee profile to all other employees reporting to a Manager for a specific process.

The process can be completed via the Manage View functionality to copy the KPI’s of one employee profile to another, or several employees if the employees have the same manager as a reporting line on their position screens.

Manager can navigate to Employee profile > Other > Manager View




Further note, KPI’s can only be copied from employee records, where the KPI’s are attached to a specific process, and cannot be copied to different processes.

For example, employee 1 has defined KPI’s attached to Process 1, KPI’s can be copied for other employees also attached to Process 1 and cannot be copied for employees attached to Process 2 or 3.
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