Question 1

Which Kippy role to give each user?

Answer

System Owner The user who first registers to Kippy gets System Owner privileges - which allows full-access for the initial set up. For all teams, the System Owner can see/add/edit/delete KPIs, projects, milestones, scores, qualitative data, users, and teams details. The System Owner is the only one who have access to the “Settings” screen and all its tabs including see/add/edit/delete all components like Vision, Mission, Values, objectives links ...etc. Also, only the System Owner can upgrade to the Premium Plan, downgrade or request to leave. Contact us if you would like to also give another user System Owner priviliges. User Role A new kippy user added to a team with the User role - can see KPIs, projects, milestones, qualitative data, users, and teams details - for their team and and all sub-teams under their team. A User can submit draft KPIs and Projects, but will need a Manager to review and approve to make live. This is the role which will be given to give to most non-managerial staff. Manager Role A new kippy user added to a team with the Manager role - can see/add/edit KPIs, projects, milestones, scores, qualitative data, users, and teams details - for their team and all sub-teams under their team. Only a Manager can view and provide appraisals for the kippy users in their Team. An Admin can approve draft KPIs and Projects. This is the role that should be given to all managerial staff. Admin Role A new kippy user added to a team with the Admin role - can see/add/edit KPIs, projects, milestones, scores, qualitative data, users, and teams details - for their team and all sub-teams under their team. An Admin can approve draft KPIs and Projects. This role can be given to non-managerial staff who are either temporarily helping manage the Kippy instance - or to consultants or leads within teams with more detailed knowledge on how to set up and maintain Kippy - to help the Manager. KPI Owner For each KPI, any User, Admin or Manager can be set as the KPI Owner for that particular KPI. A KPI Owner is ultimately responsible for ensuring their own KPIs are up to date - and will provide evidence of progress (via notes and attachments). Project Manager For each Project, any User, Admin or Manager can be set as the Project Manager for that particular Project. A Project Manager is ultimately responsible for ensuring their own Projects are up to date - and will provide evidence of progress (via notes and attachments). Milestone Owner Each Project can have many Milestones. For each Milestone, any User, Admin or Manager can be set as the Milestone Owner for that particular Milestone. A Milestone Owner is ultimately responsible for ensuring their own Milestone are up to date - and will provide evidence of progress (via notes and attachments). More info For more details, see the User Roles page.

Question 2

How to Sign-Up & Manage Team Structure

Go to www.kippy.cloud
Click on “Sign up” page
Enter your work email address (all users should have same domain name)
Entre your full name, phone number (with country and area code), and Job title
Accept KIPPY terms and conditions, privacy and cookie policies
Click on “Signup” button
We will email you your default password (check your junk email if not received in inbox)

Note: From this moment, you are called Kippy “Owner” and can manage and access everything in your organization. Add new team under another team *

Click on the “Team Structure” icon in the top-left corner
Click on the “+” sign in the parent team box
Enter the new team name in the “Team name” field in the pop-up screen
Click on “ADD TEAM” button

Rename team name *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Team” tab
Go down to “Rename team” section
Select “Team to rename” from current list
Enter new name
Click on “RENAME TEAM” button

Edit team strategy *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Team” tab
Go down to “Edit team strategy” section
Select “Team to edit” from current list
Enter team vision, mission, and values (if any)
Click on “SAVE” button

Warning: Entering a new team vision, mission and value will override the organization ones. It is recommended to leave all teams strategy blank and system will automatically display the organization strategy. Delete team *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Team” tab
Go down to “Delete team” section
Select “Team to delete” from current list
Click on “DELETE TEAM” button
Click on “DELETE” button (To confirm)

Warning: Deleting a team will delete all its contents Move team *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Team” tab
Go down to “Move team” section
Select “Team to move” from current list
Click on “MOVE TEAM” button

Warning: Moving a team will move all its contents Select team

Click on “Change Team” drop list in top-left corner and select the desired team, OR, Click on “Team Structure” icon in top-left corner
Click on “person sign” under the team name inside the team box (for the desired team)
Wait for 5 seconds until “person sign” changes to “Location sign” and “Team Structure” icon reflect the new team name

Change team logo

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the logo (on top of the screen)
Choose new logo file (250X25 PX or 10/1 ratio jpeg or png only)
Click on “SET TEAM LOGO” button

Note: All teams could have the same company logo or customized team logo. Add new user to a team

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the add user icon in the right bar (3rd icon under picture)
Enter new user email address (must have same domain as the organization)
Select new user role
Select new user team
Click on “INVITE” button

Delete user *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Users” tab
Go down to “Delete user” section
Select “User to delete” from current list
Click on “DELETE USER” button
Click on “DELETE” button (To confirm)

Warning: Deleting a user will delete all its contents Edit user *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Users” tab
Go down to “Edit User” section
Select “User to edit” from current list
Click on “EDIT USER” button
Select new user’s role/team
Click on “SAVE” button

See all users and their roles in a team

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the all users icon in the right bar (2nd icon under picture)
See all users pics, usernames, and roles
Click on “CLOSE” when done

Change user password

Click on the password icon (key) in the right bar (icon under picture)
Enter current password
Enter new password
Confirm new password
Click on “CHANGE PASSWORD” when done

Change user background color for all screens

Click on the brush icon in the right-top corner
Click on the desired color
Click on “CLOSE” button

Answer

Sign-up and create Kippy account *

Question 3

How to Manage Strategy

Click on “Strategy” icon in left top corner
Click on “Vision” or “Mission” or “Values”
Enter or change vision, mission, and values in the 3 fields in the pop-up screen
Click on “SAVE” button

Note: All teams under CEO team will automatically inherit the CEO VMV, however they could be overridden at lower team level Add perspective *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Perspectives” tab
Go down to “Add Perspective” section
Click on “ADD PERSPECTIVE” button
Enter new Perspective
Enter description
Click on “ADD PERSPECTIVE” blue button

Note: All teams under CEO team will automatically inherit the CEO perspectives; Also No comas, full stops, quote allowed Rename perspective *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Perspectives” tab
Go down to “Rename Perspective” section
Click on the desired perspective to rename
Enter new Perspective name
Enter description
Click on “RENAME PERSPECTIVE” button

Note: All teams under CEO team will automatically inherit the new CEO perspective name; Also No comas, full stops, quote allowed
Warning: Changing perspective name will affect all Kippy related components Edit perspective description *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Perspectives” tab
Go down to “Edit Perspective” section
Click on the desired perspective description to edit
Enter new perspective description
Click on “SAVE” button

Note: All teams under CEO team will automatically inherit the new CEO perspectives description
Warning: Changing perspective name will affect all Kippy related components Delete perspective *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Perspectives” tab
Go down to “Delete Perspective” section
Click on “DELETE” button
Click on “CONFIRM” button

Warning: Deleting a perspective will delete all Kippy related components Add objective *

Click on “Strategy” icon in left top corner
Click on “ADD OBJECTIVE” blue button
Select parent team objective (not required for top team)
Enter a new objective to add
Enter description
Click on “ADD OBJECTIVE” button

Note: No comas, full stops, quote allowed in objective name. No need to add any parent team objective to all CEO objectives Edit objective *

Click on “Strategy” icon in left top corner
Click on one of the following desired objective field to edit
- Parent Team Objective
- Objective name
- Objective Description
Enter new objective details
Click on “SAVE” button

Note: No comas, full stops, quote allowed in objective name. No need to add any parent team objective to all CEO objectives
Warning: Changing objective details will affect all Kippy related components Delete objective *

Click on “Strategy” icon in left top corner
Click on garbage icon for the desired objective to delete
Click on “DELETE” button
Click on “CONFIRM” button

Warning: Deleting an objective will delete all Kippy related components Change Parent Team Objective *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Objective” tab
Go down to “Parent Team Objective” section
Select “Objective to change” from current list
Select new Parent Objective to link the objective to
Click on “CHANGE PARENT TEAM OBJECTIVE” button

Warning: Linking an objectives to a new parent objective will also link all its contents Add planning rule to unlock plan time period to allow user data entry *

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the unlock icon in the right-top corner (next to year)
Click on “ADD PLANNING RULE” button
Enter range dates (from date to what date)
Click on “APPLY” button
Enter reason for adding this rule
Click on “ADD PLANNING RULE” button

Add actual rule to unlock reporting time period to allow user data entry *

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the unlock icon in the right-top corner (next to year)
Click on “ADD ACTUAL SUBMISSION RULE” button
Enter range dates (from date to what date)
Click on “APPLY” button
Enter reason for adding this rule
Click on “ADD ACTUAL SUBMISSION RULE” button

Answer

Add and edit vision, mission, and values *

Question 4

How to Maintain KPIs

Add KPI

Click on “Change Team” drop list in top-left corner and select the desired team
Ch eck “KPIs” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “CREATE NEW KPI” button
Select the following fields:
- Objective this KPI measuring (Team objectives list)
- Direction (Increase is better or Decrease is better)
- Weight (1x,2x,3x)
- Frequency (Monthly, Quarterly, Semi-annual, Yearly)
- Cumulative (Yes/No)
- Owner (Team members list)
Enter KPI name, owner, unit, description, formula, and data source
Enter KPI targets (need to align with KPI frequency)
Click on “CREATE NEW KPI” button

Note: KPI direction, weight, and frequency can not be changed after the KPI is approved and reported on. Approve KPI **

Click on “Change Team” drop list in top-left corner and select the desired team
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT KPI” button
Check “KPI Approval Status” box
Click on “SAVE KPI” button

Rename KPI *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “KPIs” tab
Go to “Rename KPI” section
Select KPI from the list to rename
Enter new KPI name
Click on “RENAME KPI” button

Edit KPI

Click on “Change Team” drop list in top-left corner and select the desired team
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT KPI” button
Enter KPI new information
Click on “SAVE KPI” button

Note: KPI direction, weight, and frequency can not be changed after the KPI is approved and reported on. Edit KPI relative number *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “KPIs” tab
Go to “Edit KPI” section
Click on “EDIT KPI” button
Enter new KPI relative number (used to show objective order)
Click on “SAVE” button

Delete KPI *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “KPIs” tab
Go to “Delete KPI” section
Select KPI from the list to delete
Click on “DELETE KPI” button
Click on “DELETE” button (to confirm)

Warning: Deleting a KPI will delete all Kippy related components Move KPI *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “KPIs” tab
Go down to “Move KPI” section
Select “KPI to move” from current list
Select new parent objective
Click on “MOVE KPI” button

Warning: Moving a KPI will move all its contents Report KPI actual results

Click on “Change Team” drop list in top-left corner and select the desired team
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT KPI” button
Enter KPI actuals for the right period
Click on “SAVE KPI” button

OR

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Scorecard” icon in the left bar
Enter KPI actuals - (NB only the KPIs you can enter actuals for, will have the actuals box enabled - for example, only the KPI's for which you are the KPI owner )

Click Save Actuals. Add KPI note

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “KPI” radio button in top-left corner (next to Kippy)
Click on “Details” icon in the left bar
Add your note in the lower left box called “New Note for MMM YYYY” (make sure it is for the right period)
Click on the envelop blue bar under the note to add the note (it should show up in the upper box)

Answer

Add Project

Answer

See team KPIs

Answer

Complete Individual Performance Appraisal **

Answer

Managing Reminders Kippy can automatically email all KPI owners and Project Managers at the start of the following month if they have forgot to update their Actuals. To do this, the System Owner can turn this on in Settings:
Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Reminder” tab
Set “Send monthly reminders” to ON

Answer

Managing Task statuses When creating a task, the status of the task can be selected from a drop down list. To change the list, the System Owner can define differnent statuses for your organisation.
Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Tasks” tab and go to the 'Statuses' section
Set “Set default statuses” to a comma-seperated list of statuses. Click Save Default Statuses

Answer

Managing User Aliases By default, kippy only allows the addition of users to the same email domain as the System Owner. This is to ensure that you information is only shared with people inside your company. However, there are scenarios where you may want an external user to have access to kippy. This is usually for an external consultant who is helping you set up. In this case, you can give a user an 'alias' email address, which will be copied-in on all emails sent by kippy to that user. For example, Bob is a contractor who has an email address at bobco.com, but not at your.org. So, you can create a kippy user with email bob@your.org - with an alias of bob@external.net. The latter email will receive all messages that kippy would normally send to bob@your.org. To change the alias, the System Owner can edit the User.
Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Users” tab and go to the 'Edit user' section Select the user to edit and click the 'Edit user' button
Set “ALias” to the secondary email (e.g. bob@external.net) Click Save Default Statuses

Question 5

How to Maintain Projects & Milestones

Click on “Change Team” drop list in top-left corner and select the desired team
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “CREATE NEW PROJECT” button
Select the following fields:
- Objective for this project (Team objectives list)
- Owner (Team members list)
- Weight (1x,2x,3x)
Enter project name, sponsor, start date, end date, total budget, total spent, programme, description, risk, and mitigation
Add milestone details and select the following fields:
- Owner (Team members list)
- Weight (1x,2x,3x)
Enter milestone name, milestone start date, milestone end date, milestone description
Enter milestone targets (planned progress 0-100%)
To add additional milestone Click on “ADD MILESTONE” button (and repeat steps 6,7, and 8)

Note: project and milestone weight can not be changed after the project is approved and reported on. Approve project **

Click on “Change Team” drop list in top-left corner and select the desired team
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT PROJECT” button
Check “Project Approval Status” box
Click on “SAVE PROJECT” button

Rename project *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Projects” tab
Go to “Rename Project” section
Select Project from the list to rename
Enter new Project name
Click on “RENAME PROJECT” button

Edit project

Click on “Change Team” drop list in top-left corner and select the desired team
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT PROJECT” button
Enter Project new information
Click on “SAVE PROJECT” button

Note: Project weight and milestone weight can not be changed after the project is approved and reported on. Edit project relative number *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Projects” tab
Go to “Edit Project” section
Click on “EDIT PROJECT” button
Enter new Project relative number (used to show objective order)
Click on “SAVE” button

Delete project *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Projects” tab
Go to “Delete Project” section
Select Project from the list to delete
Click on “DELETE PROJECT” button
Click on “DELETE” button (to confirm)

Warning: Deleting a Project will delete all Kippy related components Move Project *

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Projects” tab
Go down to “Move Project” section
Select “Project to move” from current list
Select new parent objective
Click on “MOVE PROJECT” button

Warning: Moving a Project will move all its contents Report project actual results

Click on “Change Team” drop list in top-left corner and select the desired team
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Maintain” icon at the bottom of left bar
Click on “EDIT PROJECT” button
Enter milestone actuals progress % for the right period (actual progress 0-100%)
Click on “SAVE PROJECT” button

OR

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Scorecard” icon in the left bar
Enter milestone actuals progress % for the right period and exist cell

System will save automatically after 5 seconds Add project note

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Details” icon in the left bar
Add your note in the lower left box called “New Note for MMM YYYY” (make sure it is for the right period)
Click on the envelop blue bar under the note to add the note (it should show up in the upper box)

Question 6

How to Monitor Team Performance

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Wheel” icon in the left bar (double click on KPI square for more details), OR
Click on “Dashboard” icon in the left bar (double click on KPI name for more details), OR
Click on “Scorecard” icon in the left bar (click “+” or “-“ sign to see more/less KPIs), OR
Click on “Details” icon in the left bar
Select the KPI from the list (1st field on top) or use up/down arrow
Click on the bottom/right flipper (2 arrows) of the LEFT section to see KPI description and formula
Click on the bottom/right flipper (2 arrows) of the RIGHT section to see KPI historical audit trail
Click on the bottom/right flipper (2 arrows) of the graph to see KPI historical yearly data

Drill down KPIs for one parent objective

Click on “Change Team” drop list in top-left corner and select the desired team
Click on “Drill Down” icon in left top corner
Check “KPIs” radio button in top-left corner (next to Kippy)
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Select desired objective from the top drop down list (or use up and down blue arrows)
Review objective/KPIs details of the team and all aligned objectives/KPIs from all direct-report teams

See common KPIs

Click on common KPIs icon in the left bar (2 arrows)
Click on “+” or “-“ sign to see more/less common KPIs

Note: KPIs with “same exact name” in all teams will be displayed Print KPI detailed scorecard

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on “Print” icon in top-right corner (next to logout icon)
See Vision, mission, values, KPIs detailed scorecard (with all KPI details)
Click on “Print” in your browser menu, review the page and print.

See/edit KPIs executive summary

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “KPIs” radio button in top-left corner (next to Kippy)
Click on Executive Summary icon in the left bar (top icon)
See Vision, mission, values, KPI performance summary (by perspective and objective)
Click on “CHANGE QUALITATIVE DATA” button to add information to the following fields:
- Key Achievements
- Key Challenges & Risks
- Outstanding Items
- Required Decisions & Support
Click on “SAVE” button

See team projects

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Wheel” icon in the left bar (double click on Project square for more details), OR
Click on “Dashboard” icon in the left bar (double click on Project name for more details), OR
Click on “Scorecard” icon in the left bar (click “+” or “-“ sign to see more/less Projects and milestones), OR
Click on “Details” icon in the left bar
Select the Projects from the list (1st field on top) or use up/down arrow
Click on the bottom/right flipper (2 arrows) of the LEFT section to see project description, risk and mitigation
Click on the bottom/right flipper (2 arrows) of the RIGHT section to see project historical audit trail
Click on the bottom/right flipper (2 arrows) of the graph to see all milestones yearly view

Drill down projects and milestones for one parent objective

Click on “Change Team” drop list in top-left corner and select the desired team
Click on “Drill Down” icon in left top corner
Check “Projects” radio button in top-left corner (next to Kippy)
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Select desired objective from the top drop down list (or use up and down blue arrows)
Review objective/projects/milestones details of the team and all aligned objectives/projects/milestones from all direct-report teams

Print projects detailed scorecard

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “Projects” radio button in top-left corner (next to Kippy)
Click on “Print” icon in top-right corner (next to logout icon)
See Vision, mission, values, Projects and milestones detailed scorecard (with all their details)
Click on “Print” in your browser menu, review the page and print.

See/edit projects executive summary

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Check “Projects” radio button in top-left corner (next to Kippy)
Click on Executive Summary icon in the left bar (top icon)
See Vision, mission, values, projects progress summary (by project and milestone)

Analyze Trend

Click on “Change Team” drop list in top-left corner and select the desired team
Select desired “Reporting Period” and “Reporting Year” located in top-right corner
Select KPIs or objectives for “Horizontal axis” and “Vertical axis” to compare their trends and scores

Question 7

How to Manage Individual Performance

Click on “Change Team” drop list in top-left corner and select the desired team
Click on the Individual Performance icon in the right bar (4th icon under picture)
Select one person for the drop-down list “Team | Role | Appraisee”
Select the appropriate ranking for each competency; 1. Unsatisfactory (60%) ; 2. Needs Improvements (80%); 3. Meet Expectations (100%); 4. Exceeded Expectations (120%); 5. Exceptional (140%)
Click on “SAVE COMPETENCY”

Notes:

The competency score will be visible after completing and saving all required competencies.
Total # of owned KPIs , missed (not reported) KPIs, and average score for all KPIs will be shown.
Total # of managed projects , missed (not reported) projects, and average progress variance for all projects will be shown.
Total # of owned milestones , missed (not reported) milestones, and average progress variance for all milestones will be shown.
The appraisee’s average team score and average project progress variance will be shown for benchmarking and comparison reasons
All KPIs, projects, and milestones that this individual own/managed will be automatically shown in the lower graphical sections.
The total score for the individual will be shown next to his email in the drop-down list “Team | Role | Appraisee”

Managing Competencies Kippy comes pre-configured with industry-standard organisation-wide competencies. However, these can also be maintained by a System Owner. Add competency

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Competency” tab
Go down to “Add Competency” section
Enter name, description, manager weight, and user weight
Click on “ADD COMPETENCY” button

Note: All managers, admin, and users will automatically have this new competency on their Individual Performance Summary screens Rename competency

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Competency” tab
Go down to “Rename Competency” section
Click on the desired competency to rename
Enter new Competency name
Click on “RENAME COMPETENCY” button

Note: All managers, admin, and users will automatically have this renamed competency on their Individual Performance Summary screens Edit competency description

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Competency” tab
Go down to “Edit Competency” section
Click on the desired competency to edit
Click on “EDIT COMPETENCY” button
Enter revised description, manager weight, and user weight
Click on “SAVE” button

Note: All managers, admin, and users will automatically have this renamed competency on their Individual Performance Summary screens Delete competency

Click on “Settings” icon in top-right corner (next to logout icon)
Click on “Competency” tab
Go down to “Delete Competency” section
Click on the desired competency to delete
Click on “DELETE” button
Click on “CONFIRM” button

Warning: Deleting a perspective will delete all users related components (i.e. all appraisals for this competency)

Question 8

How to Manage Reminders

Question 9

How to manage Tasks

Question 10

kippy

user guide

How to use each Kippy feature

Features marked with * can only be done by a user with the Kippy Owner role.

Features marked with ** can only be done team managers and admins.

More details about Roles and Permissions here.

You can also checkout the Frequently Asked Questions here.

Which Kippy role to give each user?

How to Sign-Up & Manage Team Structure

How to Manage Strategy

How to Maintain KPIs

How to Maintain Projects & Milestones

How to Monitor Team Performance

How to Manage Individual Performance

How to Manage Reminders

How to manage Tasks

How to manage Users

kippy

user guide

How to use each Kippy feature

Features marked with * can only be done by a user with the Kippy Owner role. Features marked with ** can only be done team managers and admins. More details about Roles and Permissions here. You can also checkout the Frequently Asked Questions here.

Which Kippy role to give each user?

How to Sign-Up & Manage Team Structure

How to Manage Strategy

How to Maintain KPIs

How to Maintain Projects & Milestones

How to Monitor Team Performance

How to Manage Individual Performance

How to Manage Reminders

How to manage Tasks

How to manage Users

Features marked with * can only be done by a user with the Kippy Owner role.

Features marked with ** can only be done team managers and admins.

More details about Roles and Permissions here.

You can also checkout the Frequently Asked Questions here.