Skip to main content

Settings Explained: Performance Agreement Templates

Signify Header.png

Creating performance agreement templates can greatly enhance the efficiency of developing performance agreements, making the process smoother and more organised. This not only ensures consistency in format but also helps minimise administrative burdens. By following this guide, you’ll be equipped to craft reusable performance agreement templates that can serve effectively across multiple performance cycles.

To begin, ensure you are on the Templates screen in the review setup's settings.

PM Templates Home Screen.png


Create New Template

  • Click +NEW TEMPLATE.

PM Templates New Template Button.png

  • Add a descriptive title for this performance agreement template. Choose whether the template should be published or whether the weights of this template should override the weights configured in the review setup's settings.

PM Templates Add Template Details.png

Add Primary Goals and Stretch Goals

The process for adding primary and stretch goals is the same for both sections. Follow the steps below to add primary goals, then repeat them for stretch goals.

Add perspectives
  • If you are using perspectives, click +PERSPECTIVE. If not, skip ahead to adding a key performance area.

PM Templates Add Perspective.png

  • Select a perspective from the drop-down menu and assign a weight. Click SAVE ADD NEW to continue adding more perspectives to this section, or click SAVE if you are done.

PM Templates Add Perspective Menu.png

  • Your added perspectives and their assigned weights will display on the screen.
Add KPAs
  • Click +KEY PERFORMANCE AREA to add a KPA.

PM Templates Add Template Add KPA Button.png

  • Type in your own KPA, or select one from the Master Data Library. Assign weights to the KPAs, ensuring that their total for each perspective (or section, if not using perspectives) equals 100%. Click SAVE ADD NEW to continue adding more KPAs, or click SAVE if you are done.

PM Templates Add Template Add KPA.png

  • Your added KPAs and their assigned weights will display on the screen.

PM Templates Add Template KPA Added.png

Add KPIs
  • Click KEY PERFORMANCE INDICATOR+ to add a KPI to a KPA.

PM Templates Add Template Add KPI Button.png

  • Type in your own KPI, or select one from the Master Data Library. Complete details of the KPA, such as a description, related activities, measures, and an apt rating scale. 

PM Templates Add Template Add KPI.png

  • Click SAVE ADD NEW to continue adding more KPAs, or click SAVE if you are done.

PM Templates Add Template Save KPI.png

  • Your added KPIs and their assigned weights will display on the screen.

PM Templates Add Template KPI Added.png

Add Values and Behaviours, Leadership Behaviours, and Key Competencies

Values and Behaviours are configured in the review setup's settings and will automatically be populated when the performance agreement is created.

PM Templates V and B.png

The same will happen with Leadership Behaviours.

PM Templates LB.png

Key Competencies can be linked to the performance agreement template by either creating your own, or selecting one from the Master Data Library.

PM Templates Add KC.png

PM Templates KC.png

Save a created template

  • Before you save the template you have created, ensure the following is in place:
    • The template has a descriptive name.
    • The template is published (if it is ready to be used in your review setup).
    • The template's weights are correct.
      • All the weights of the perspectives in a section should add up to 100%.
      • All the weights of the KPAs linked to a perspective (or to a section, if not using perspectives) should sum to 100%.
      • All KPI weights linked to a KPA should total 100%.
  • Click SAVE.

PM Templates Save Template Button.png

  • A message indicating the successful creation of the template will display.

PM Templates Add Template Success.png

  • If the weights of the template are not balanced, an error message will display.

PM Templates Add Template Item Weights Error.png

Import a Template

Templates can also be imported using an import sheet. The template will be populated using Excel, staged for import into the Performance Management module, and automatically linked to a review setup.

  • To begin importing a template, access the Module-Specific Functions menu.

PM Template Module-Specific Functions.png

  • Click Import.

PM Template Import.png

  • Select Performance Management from the drop-down menu, and ensure it is set to import templates. Click PROCEED to continue.

PM Template Import Selection Menu.png

  • Download the Excel import file and populate it with the template's details.
  • When you have completed this step, click UPLOAD IMPORT FILE to upload your import file.

PM Template Import Upload or Download Menu.png

  • Once the file has successfully uploaded, click IMPORT.

PM Template Import Template Uploaded.png

  • The import results will be displayed. If the file was successfully staged for import, the results will all show green ticks.

PM Template Import Template Staged.png

  • To view the status of the template's import, navigate to the system inbox.

PM Template Import Status Inbox.png

  • Click Imports.

PM Template Imports in Inbox Filter.png

  • The table will show all the results of recent system imports. Locate your performance template import entry, and view the status. 
    • Staged: The import is still in progress.
    • Completed: The import has completed successfully.
    • CompletedWithErrors: There are errors in your import file.

PM Template Import Template Staged MEssage in Inbox.png

  • To view the errors with your import file, find the CompletedWithErrors entry and hover over the three dots.

PM Template Import Completed With Errors.png

  • Click Export Errors to investigate why the template did not complete the import process.

PM Template Import Completed Export Errors.png

  • The export document containing the errors will be located in your system inbox.

PM Template Import Completed Export Errors Confirmation.png

  • Once you have reviewed all errors with your imported templates, they should import successfully, and your template library should look like this:

PM Template Library.png

  • Templates can easily be copied or deleted by hovering over the desired template and either clicking the copy or the dustbin icon.

Signify Footer.png

Back to top