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Set up the KPI library

Keep a company-wide catalogue of KPI definitions with codes, targets, weights and scope, as a reference for KPI templates.

For hr administratorsUpdated 4 Nov 2026

Before you start

In this article
  1. Steps
  2. If something goes wrong
  3. What employees and managers see
  4. Next steps

The KPI library is a catalogue of agreed KPI definitions: what is measured, how, the usual target and weight, and who it applies to. It is optional. Use it so that everyone writing KPI templates uses the same names and targets.

Steps

  1. Open HR › Performance › KPI Library

    In the menu on the left, select HR, then Performance, then KPI Library.

    1. Add New KPI adds a KPI to the catalogue.
    2. All KPI Catalog lists every KPI.
    3. Recommended KPIs lists only those marked as recommended.
    4. Search by name, code or description, and filter by scope, department or category.

  2. Add a KPI

    Select Add New KPI.

    1. KPI Code: a short unique code, for example "FIN-01". Required.
    2. KPI Name: what is measured. Required. Add the Description & Measurement Criteria below it: data source and how it's counted.
    3. Type: KPI (Quantitative) for results, or Behavioral (Qualitative).
    4. Default Target Value (0 or more) and Default Weight (%) (1 to 100).
    5. Scope: Organization-wide, Department-specific (then choose the department) or Role-specific. Unit of Measure and Category help people find it.
    6. Mark as Recommended Catalog Item puts it on the Recommended KPIs tab.
    7. Save KPI adds it.

If something goes wrong

MessageWhat to do
Please fill in required fields correctly.Fill in KPI Code and KPI Name; keep the weight between 1 and 100 and the target at 0 or more.

What employees and managers see

Nothing directly. Employees see the KPIs that end up on their appraisal template. See Set up KPI templates.

Next steps

Group KPIs into a template for each role: Set up KPI templates.