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Add a SMART goal to a contractor's KPI

Set a new target and completion date within the Contractor Performance Review report.

Written by Rubin Muresan

You can add SMART goals directly to a contractor's Key Performance Indicators (KPIs) from within the Performance Reports area. This allows you to set measurable targets and deadlines for individual contractors.

  1. From the Group area, click the Reports icon.

  2. Click the Performance Reports.

  3. In Performance Reports, select Contractor Performance Review.

  4. Select the relevant contractor.

  5. In the SMART Goals section, click the expand icon.

  6. Unlock the green padlock icon.

  7. Fill in the details for:

    • Target KPI

    • Target Date.

  8. Click Save.

πŸ€“ Tip: For details on how KPI scores are calculated, see Contractor KPI score calculation.


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