Recurring KPI Reports

Meny Hoffman

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.

MH

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.

 

MH

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