Skip to end of metadata
Go to start of metadata

This page describes which steps are required to configure the PMS (Performance Management System).

Step-by-step guide

  1. Prerequisites:
    1. Request a license
    2. Have MPBM installed (and configured), including (but not limited to):
      1. IDP
      2. Strategic objectives
      3. B2B
      4. Areas
      5. KPA (Key Performance Areas)
      6. SDBIP projects
        1. Outcomes
  2. Master data setup
    1. PMS Period Templates
    2. PMS Periods (per year)
    3. KPI Classifications (optional)
    4. Departments and (optional) panel ratings
    5. Competency Groups
    6. Compentencies
    7. Employees (to be rated individually)
  3. KPIs setup
    1. KPIs per SDBIP Project per Year
      1. Description
      2. Unit of Measure
      3. Demand
      4. Annual target
      5. Baseline
      6. Backlog
      7. Screenshot: