Rating a team member's goals

This article shows reviewers how to rate a team member's goals in KAMI: give each KPI a score of 1 to 5 stars, comment on the work, then mark the goals complete or send them back to the employee. It also covers doing this for several people at once, and how an admin reopens a completed review.

Where:

• One person: Performance › Team performance › Goals › a cycle › select the employee
• Several people: the same cycle, on the Overall view

You need:

• To be the employee's reviewer in that cycle. The Reviewer right lets a role be chosen as one
• The Admin right to reopen a completed review, or to return someone else's reviewee

Before You Start

You can rate once the employee has submitted. Their status then reads Pending on reviewer, shown as Pending Manager in the team list. Before that you can read their progress and write Manager Comments, but the stars stay locked.

Ratings are saved as you go and can be changed until you select Complete. Completing locks the goals for everyone.

How to rate a goal

1. Open the cycle and select the employee. Their goals page opens.
2. Select a goal. The goal window opens with one card per KPI.
3. On each KPI, read the progress and the Employee Comments, and open any attachments.
4. Under KPI Score, select 1 to 5 stars.
5. Write your feedback in Manager Comments.
6. Under Reviewer summary on the left, write your overall comment on the goal.
7. Check the Goal Score preview, then select Save.

You see "Progress successfully reviewed!". Repeat for each goal.

How to complete the review

1. On the employee's goals page, check that every goal has its stars and comments.
2. Select Complete.

The status changes to Completed and the employee is notified. If the cycle requires acknowledgement, the status reads Pending Acknowledgement until the employee confirms they have seen their results, then Acknowledged.

How to send goals back to the employee

1. On the employee's goals page, select Return.
2. In Return to Employee, write what you want changed.
3. Select Return.

The status goes back to Pending on employee, and the employee can update their progress again. When you write a note, they receive it by email. Your ratings and comments so far are kept.

How to complete or return several at once

1. Open the cycle on the Overall view.
2. Tick the employees. Completed employees cannot be ticked.
3. Select Mark Complete or Return to Employee.
4. Check the list. Only people pending your review are acted on, or anyone pending review if you are an admin returning goals. The dialog says how many will be skipped.
5. For a return, optionally enter a Reason. Leave it empty to return the goals without emailing anyone.
6. Select Mark number Complete or Return number to Employee.

A message confirms how many were updated, such as "3 of 5 marked complete". If one person fails a check, such as a missing KPI comment, nothing in the batch changes.

How an admin reopens a completed review

1. Open the completed employee's goals page.
2. Select Return (Reopen Goal for Manager Review).

The status goes back to Pending on reviewer so the reviewer can change ratings. Any acknowledgement is cleared, and the employee must acknowledge again after the next completion. An admin can also send other reviewers' employees back to them, using Return to Employee on the Overall view.

How the scores are worked out

• KPI Score is your 1 to 5 star rating.
• Goal Score is the average of the KPI scores, weighted by each KPI's Weighting. Unrated KPIs are left out, so a half-rated goal is scored on what you have rated so far. It is shown to 2 decimal places.
• The employee's overall goal rating for the cycle is the average of their goal scores, weighted by priority: Critical counts 1, Major 0.5 and Minor 0.25.

That overall rating feeds the employee's performance score. See Goals and KPIs: how progress is calculated.

What Happens Next

• The employee sees your stars, comments and summary in their goal window once saved, even before you complete.
• After Complete, nobody can change progress, ratings or comments unless an admin reopens it.
• Overall ratings feed the performance dashboard and Performance scores and the talent grid.

Tips

• Rate against the target, not the person. The KPI's progress is on the card. A KPI at 40% with five stars needs a comment explaining why.
• Comment on every KPI. The cycle may require it. Then Complete fails with "This cycle requires a reviewer comment on every KPI before completing."
• Rate every KPI. Unrated KPIs do not count at all, so a goal rated on one easy KPI can look better than it is.
• Return rather than rate low when the numbers look wrong or out of date.
• Complete before the cycle closes. Once a cycle closes, nothing can be saved, completed or returned.

Team view reference

Header

Show By switches between three lists. Filters narrow them by department, branch, position, subsidiary, group, status, and My team or All Employees.

Export downloads the Overall list as a Microsoft Excel (.xlsx) file. See Reviewing and tracking team goals for more on these views.

Troubleshooting / FAQ

Q: The stars are greyed out. The employee has not submitted yet, or you are not their reviewer in this cycle.

Q: Mark Complete and Return to Employee are greyed out. None of the people you ticked are pending your review.

Q: I completed someone by mistake. Ask an admin to reopen it with Return on that person's page.

Q: Why is the Goal Score different from the average of the stars? It is weighted by each KPI's weighting, and unrated KPIs are left out.

Related articles

• Reviewing and tracking team goals
• Goals and KPIs: how progress is calculated
• Adding and editing goals and KPIs
• Updating progress on your goals