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      Entering KPI Goals

      KPI goals are a great way to motivate staff and measure progress. Branch managers can enter goals for their branch by using the Set Goals feature.

      The Set KPI Goals page displays a chart that shows both the actual value of KPIs by month as well as the goals. This helps you understand the starting point and trend of the KPI for the goals that you are entering.

      fiworks-kpi-goals

      There are several editing options for goals:

      • Enter by Month - Enter your goals directly into the monthly entry fields. Click 'Save' to permanently save goals.

      • Enter Start and End Goals - Enter the start goal and end goal for the current year. Click 'Fill Goals' to auto fill all of the month boxes above. The start goal will start with the current month, and fill until the ending month. Click 'Save' to permanently save goals.

      • Enter Start Goal and Increment - Enter the start goal and the number that you want the goal to grow by each month. The start goal will start with the selected starting month, and fill until the selected ending month. Click 'Save' to permanently save goals.

      • Enter Start Goal and Monthly Percentage Increase - Enter the start goal and the rate that you want the goal to grow by each month. The start goal will start with the selected starting month, and fill until the selected ending month. Click 'Save' to permanently save goals.

      • Enter Start Goal and Percentage Increase Over Time Period - Enter the start goal and the rate that you want the goal to grow by the end of a time period. Ex: Start in April with $100 and grow by 5% by the end of June. April = $100, May = $102.50, June = $105 The start goal will start with the selected starting month, and fill until the selected ending month. Click 'Save' to permanently save goals.

      Goal Entry Policies 

      FI Works recognizes that different institutions have different policies regarding when users can enter and edit goals.  Administrators can now set a policy for this. There are 3 policy options:

      • None - Users can enter and edit goals at any time.
      • Quarterly - Quarterly goal entry is allowed starting 30 days before the beginning of the next quarter and closed after the grace period.
      • Yearly - Yearly Goal entry is allowed starting 30 days before the beginning of the next year and closed after the grace period.

      The last two policies use a grace period that controls  how many days into a quarter or year a user will be able to edit KPI Goals. After the grace period ends, the KPI goals will not be editable.

       To enter the goals for your scorecard:

      1. Click on “Set Goals” under “Scorecards” on the menu.
      2. Check the Branch field to make sure that you are entering goals for your branch.
      3. Check the Year field to make sure that you are entering goals for the correct year.
      4. Use the options described above to enter goals. If a goal is not applicable to your branch, leave it blank.
      5. Click Fill Goals.
      6. Click Save.
      7. If you manage more than one branch, use the Branch field to select the other branch and enter the KPIs for that branch.