📄 Add KPI to Team

🔍 Content

• How it works

• Permission note

• Tips & Best Practices

• FAQ

🛠️ How it works

🔧 Open Team Management

Navigate to the home page and click the gear icon next to the desired team name.

🧭 Select “Available Metrics” tab

Within Team Management, switch to the Available Metrics tab.

➕ Add Metric

Click the plus icon in the upper-right corner to add a new metric.
📸 Screenshot: Plus icon for KPI selection

✅ Select KPI template

Choose one or more KPIs from the list provided by the system administrator.
ℹ️ Note: You can only choose from shared templates.

💾 Save and Close

Confirm your selection with Save and Close.

👥 Permission note

Only team administrators and system administrators can assign metrics to teams.

📊 Aggregation & Sub-Tiles

If the selected KPI template supports aggregation, you can then create sub-tiles (e.g., early/late/night shift).
📸 Screenshot: Sub-tile feature enabled

If aggregation is not allowed, the sub-tile option appears disabled.

✨ Tips & Best Practices

• 📌 Targeted search: Use the filter options when adding KPIs to find categories or KPI types more quickly.

• 💡 Granular analysis: Apply sub-tiles to analyze KPIs by shifts, lines, or locations.

• 📝 Clear naming: Name sub-tiles clearly and consistently—for example “Early Shift” or “Night Shift.”

• 📈 Leverage status views: Even individual, non-aggregated KPIs are useful for status indicators or simple visualizations.

❓ FAQ