Recurring KPI Reports

Hello,

I'm looking to utalize SmartSheet to document querterly KPI (performace reviews) I'm looking on a way to setup the indicaters on a report and have our team leaders fill out reviews for all team members, what is the best way of using this via SmartSheet.

Your helo is greatly appricated.

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Comments

Tony Davidson - SmartSheet Certified User 2016

Check out these templates in SmartSheet..probably could build some simple web forms to build into the workflow you define.

https://www.smartsheet.com/free-employee-performance-review-templates

Meny Hoffman

Thanks Tony,

How would you be able to build a form to update each querter? Based on my understanding it will overright the existing dat.

Thanks for your help.

Tony Davidson - SmartSheet Certified User 2016

It would probably need to be an update request process instead..if you contact support@smartsheet.com they can help you design your workflow requirements