How-to guides

1. Open Strategy & objectives.
2. Choose the top-level team.
3. Click “New objective”, pick a perspective and enter the name.
4. Save — it appears on the strategy map.

Try it in the demo →

1. Open the strategy map.
2. Drag one objective and drop it on another.
3. Choose the link type and add a description.
4. The link now feeds context into Kipprs AI.

Try it in the demo →

1. Open Manage KPIs and click “New KPI”.
2. Choose the team, objective, unit and direction.
3. Enter a single value and click “Fill all”, or type monthly targets.
4. Save. Employees’ proposals go to their manager for approval.

Try it in the demo →

1. Edit the KPI and set the data source to “Formula”.
2. Enter e.g. =cloud.kipprs.children.sum("Total sales").
3. Test it in Formulas & metrics.

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1. Open Review actuals.
2. Approve in one click, approve with a note, or adjust the value.
3. Or open the quick-approval microapp on your phone.

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1. Open Appraisals and choose the employee.
2. Rate each competency.
3. Add your notes and save — the report is sent to the employee.

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1. Open Recognition & 360.
2. Click “Send recognition”, choose a colleague and rate the criteria.
3. Optionally send anonymously.

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1. Open Scheduled reports.
2. Tick the reports to include.
3. Choose days of the month and days of the week, then save.

Try it in the demo →

1. Open Reports and choose a report.
2. Click CSV to download it.

Try it in the demo →

1. Open Quick set-up.
2. Choose “Users”, paste rows from Excel and preview.
3. Fix any highlighted rows, then import.

Try it in the demo →

1. Open Settings › Scoring & results.
2. Set the red and green thresholds.
3. All scores update immediately.

Try it in the demo →