Rollover – Performance Management Section
Performance Management is independent of rollover and thus, KPIs, Scorecards, and Dashboards do not get rolled over.
Maintenance of KPIs occurs through the ability to individually archive KPIs. At any time of the planning process, you can set up future year’s targets for KPIs.
To do this first make sure you are in the current period view. Navigate to Planning > Performance Management > KPI area, select the KPI you need to add the targets for and click on the Target/Actual tab.
You can select the coming year from the reporting year drop-down and simply add targets for it.
KPIs are only mapped from the current database to the new database as part of Stage 2 of the Rollover process. As business planning commences, progress in the current database continues. After all, progress reporting for the current reporting period has been completed, the current database is archived and the new database is used for progress reporting on KPIs.
Thus, it is strongly recommended that you avoid creating new KPIs, Scorecards and/or Dashboards in the next period as the system may prevent you from accessing them until rollover is complete. Always create these in the current period knowing that they will get carried forward to the next period upon completion of rollover.
For a KPI to be displayed in the homepage and EIS area of the user, it should have its targets set. So, it is recommended that you set KPI targets for the future year before completion of the rollover.
Note: Setting targets for KPIs is not part of the rollover process. You can copy/replicate KPI targets from one year to another through the configuration area called 'Replicate KPI Targets'. This can be done in any system period at any time.
For the allocation of a Responsible Person to KPIs in the Next Period, staff members should be re-assigned to KPIs at the completion of Stage two of Rollover and not before.
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