# Performance Management

# How to Create a New Agreement Template

## How to get there?

Click System Administration (1), then with your cursor hover over Modules (2) | Click on Performance Management (3) | With your cursor hover over Administration (4) | Click on Templates (5).

<div data-article-id="1107647" data-workflow="false" id="bkmrk-"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="23ba758e-3213-4411-8d9e-e82dbd317a78"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/534/258/original/d2b9b009-c403-4113-9dd1-545c7c3f7449.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/228/original/0c38c66e-4ae1-477b-a904-268d266c8ea0.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/260/original/8b115d1d-6665-4ea7-9370-01cc231533bd.png)</div></div><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Adding a new agreement template

<div data-article-id="1107647" data-workflow="false" id="bkmrk-click-on-add-%281%29-to-"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="19d93608-e19b-4951-b2cf-902a4b3523d1"><div>- Click on Add (1) to add a new Agreement Template.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/251/original/57194f77-4670-4ce9-be9e-8eb6e5dc6609.png)</div><div>- Enter the Name (2) of the template you want to create.
- From the drop down select the template Review Frequency (3).
- Click on Continue (4).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/253/original/c98d9793-1f9b-4a77-89b0-4d0b2ba19a8c.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/241/original/a7d93e7e-36ea-47f1-b714-7a86631f1690.png)</div><div></div></div></div></div></div></div>IMPORTANT: Careful consideration must be made before selecting or unselecting the tick box in the step below:

<div data-article-id="1107647" data-workflow="false" id="bkmrk-include-this-review-"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="19d93608-e19b-4951-b2cf-902a4b3523d1"><div>- *Include this Review Period's rating in the score calculation* (6).

</div></div></div></div></div></div>Once this setting is saved you **WILL NOT BE ABLE TO** **CHANGE** this setting. You will have to delete the Agreement and start from scratch.

<div data-article-id="1107647" data-workflow="false" id="bkmrk-select-a-description"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="19d93608-e19b-4951-b2cf-902a4b3523d1"><div></div><div>- Select a Description (5) for your review period.
- Tick or Untick the tick box Include this Review Period's rating in the score calculation (6).
- Click on Continue (7).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/232/original/ac48b1ad-bd88-4f98-8d40-0e8ffd540ee9.png)</div></div><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Adding perspectives, themes and objectives

<div data-article-id="1107647" data-workflow="false" id="bkmrk-ensure-that-all-the-"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div>- Ensure that all the main categories Weights(%) (8) add up to 100%.
- Click on Change (9) to edit the Weights.
- Enter the Weight(%) (10) and ensure they add up to 100%. You will not be able to save if the Weights do not add up to 100%.
- Click on Save (11).
- Click on the Add new Perspective (12) / (13) to add perspectives to KPA's or Stretch Targets.
- Click on Add New Development Objectives (14) to add objectives to Key Competency.

</div><div></div></div></div></div></div></div>For this example we will only be adding perspectives to KPA's. Kindly click on Add new Perspective (12).

<div data-article-id="1107647" data-workflow="false" id="bkmrk--0"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div></div></div></div></div></div></div></div>[![image-1616950598753.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/fBQoCiqd2fdSxwvK-image-1616950598753.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/fBQoCiqd2fdSxwvK-image-1616950598753.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk-from-the-perspective"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div>- From the Perspective Drop Down (15) select the Perspective.
- Enter the Weight (16).
- Click on Save (17).
- Click on Save Add New (18) if you would like to add another Perspective.
- Click on Close (19) when you are done.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/239/original/854e699d-f773-498d-a65e-34ac468f77de.png)</div><div>- Ensure the Perspectives added, add up to 100% (20).
- Click on Edit (21) to change the weights per Perspective.
- The next step is click on Add Theme (20).

</div><div></div></div></div></div></div></div></div>[![image-1616950605860.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/I8crepW4TPTslyfz-image-1616950605860.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/I8crepW4TPTslyfz-image-1616950605860.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk-click-on-the-hand-ic"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div>- Click on the Hand Icon (23) to select Themes from the database.
- You can also enter the the Theme in the text box (24) if your theme is not in the database.
- Enter the Weight (25) for the theme.
- Click on Save (26).
- Click on Save Add New (27) if you would like to add another Theme.
- Click on Close (28) when you are done.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/234/original/d8e4af47-b74f-428d-8d69-947857fb99b1.png)</div><div>- Ensure the Themes added, add up to 100% (29) / (30) for each Perspective.
- Click on Edit (31) to change the weights per Theme.
- The next step is click on Add Objective (32).

</div><div></div></div></div></div></div></div></div>[![image-1616950613189.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/PgD1KInxC7VT9lxk-image-1616950613189.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/PgD1KInxC7VT9lxk-image-1616950613189.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk-enter-an-objective-i"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div>- Enter an Objective in the text box (33) or click on the Hand Icon (34) to select an Objective from the database.
- Enter the Measures (35) for the Objective.
- Enter the Rating Scale (36).
- Enter the Weight (37).
- Select a Due Date (38).
- Click on Save And Close (39).
- Click on Save Add New (40) if you would like to add another Objective.

</div><div></div></div></div></div></div></div></div>[![image-1616950619697.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/6FVPv4E7CLLNB3Vf-image-1616950619697.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/6FVPv4E7CLLNB3Vf-image-1616950619697.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk-ensure-the-objective"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div>- Ensure the Objectives added, add up to 100% (41) / (42) / (43) / (44) for each Theme.
- Click on Edit (45) to change the weights per Objective.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/236/original/1999bd31-6bdb-45a4-90cc-8bc1a4d2a7bb.png)</div><div></div></div></div></div></div></div><p class="callout info">Note: Before Publishing the template ensure there are no **RED** text on the page and all the percentages are **GREEN.**</p>

<div data-article-id="1107647" data-workflow="false" id="bkmrk-when-the-agreement-i"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="2173bf76-ed1b-4c5d-80fe-ca01072a10c6"><div></div><div>- When the Agreement is complete and you would like the Publish the template. Click on the Publish Template tick box (46).
- Then click on the Save (47) button.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/534/230/original/35ae118d-a555-458a-8af4-4f47ba7195e8.png)</div></div><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>More Information

To delete a Theme click on the Delete tick box (48), then select the Delete button (49).

<div data-article-id="1107647" data-workflow="false" id="bkmrk--5"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"><div></div><div></div></div></div></div></div></div></div>[![image-1616950628754.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/n24Jnwl8XuG0mKuh-image-1616950628754.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/n24Jnwl8XuG0mKuh-image-1616950628754.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk--7"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"><div></div><div></div></div></div></div></div></div>To add a document click on the Folder Icon (50), then click on Add Document (51).

<div data-article-id="1107647" data-workflow="false" id="bkmrk--8"><div data-article-id="1107647" data-workflow="false"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"><div></div><div></div></div></div></div></div></div></div>[![image-1616950632802.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/1EyjpHzFhoOa0fDX-image-1616950632802.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/1EyjpHzFhoOa0fDX-image-1616950632802.png)

<div data-article-id="1107647" data-workflow="false" id="bkmrk--10"><div data-article-id="1107647" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"><div></div><div></div></div></div></div></div></div>Enter a Description (52) and select your document (53), then click on Close (54).

<div data-article-id="1107647" data-workflow="false" id="bkmrk--11"><div data-role="steps-container"><div data-step-uuid="e521416f-298a-4844-b56d-2063b622b668"><div data-step-uuid="3699a47c-bc4a-43e1-bba1-79fd701dd948"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/534/243/original/aa787373-3606-4dd7-b635-f2214e15b589.png)</div></div></div></div></div>