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Organisation Adoption

The organisation adoption displays the count of KPIs under different statuses in the user hierarchy of the logged in user.

Organisation Adoption in 4E

The total counts under the various columns depend on the option selected from the dropdown. The below table helps to understand the logic for all the options available.

Count of My KPIs (Shows count of KPIs for each individual user in the hierarchy)

Count of ALL KPIs (Shows aggregated count of KPIs at the Supervisor level)

Count of People (Shows total count of people under the hierarchy)

Weightage (Shows the total of weightage of KPIs falling under each category for each user)

Not Defined

For the selected user, displays the count of all the KPIs which are in

  • Draft or

  • Not Approved/accepted

Displays the aggregated count of all the KPIs (for the selected user and his/her hierarchy below) which are in

  • Draft or

  • Not Approved/accepted

Displays the aggregated count of the selected user and his/her hierarchy below who have any KPI in

  • Draft or

  • Not Approved/accepted

For the selected user, displays the sum of weightage of all the KPIs which are in

  • Draft or

  • Not Approved/accepted

Defined

For the selected user, displays the count of all the KPIs which are

  • Approved/Accepted and

  • Active

Displays the aggregated count of all the KPIs (for the selected user and his/her hierarchy below) which are

  • Approved/Accepted and

  • Active

Displays the aggregated count of the selected user and his/her hierarchy below who have KPIs all

  • Approved/Accepted and

  • Active

For the selected user, displays the sum of weightage of all the KPIs which are

  • Approved/Accepted and

  • Active

Not Monitored

For the selected user, displays the count of all the Defined KPIs for which either

  1. Data Source is not defined

  2. Data source is defined but no data added to the source

  3. The KPI definition does not match any record in the data source

  4. If KPI Actuals of at least one of the elapsed DCF is not present

Displays the aggregated count of all the Defined KPIs (for the selected user and his/her hierarchy below) for which either

  1. Data Source is not defined

  2. Data source is defined but no data added to the source

  3. The KPI definition does not match any record in the data source

  4. If KPI Actuals of at least one of the elapsed DCF is not present

Displays the aggregated count of the selected user and his/her hierarchy below who have Defined KPIs for which either

  1. Data Source is not defined

  2. Data source is defined but no data added to the source

  3. The KPI definition does not match any record in the data source

  4. If KPI Actuals of at least one of the elapsed DCF is not present

For the selected user, displays the sum of weightage of all the Defined KPIs for which either

  1. Data Source is not defined

  2. Data source is defined but no data added to the source

  3. The KPI definition does not match any record in the data source

  4. If KPI Actuals of at least one of the elapsed DCF is not present

Monitored

For the selected user, displays the count of all the Defined KPIs for which KPI performance is captured for all elapsed DCF

Displays the aggregated count of all the Defined KPIs (for the selected user and his/her hierarchy below) for which KPI performance is captured for all elapsed DCF

Displays the aggregated count of the selected user and his/her hierarchy below who have defined KPIs for which KPI performance is captured for all elapsed DCF

For the selected user, displays the sum of weightage of all the defined KPIs for which KPI performance is captured for all elapsed DCF

On Track

  1. DoG=Lower the Better: For the selected user, displays the count of all the Monitored KPIs for which YTD Actuals is less than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

  2. DoG=Higher the Better: Displays the count of all the Monitored KPIs for which YTD Actuals is greater than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

On track KPIs are yet to meet the target

  1. DoG=Lower the Better: Displays the aggregated count of all the Monitored KPIs (for the selected user and his/her hierarchy below) for which YTD Actuals is less than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

  2. DoG=Higher the Better: Displays the count of all the Monitored KPIs (for the selected user and his/her hierarchy below) for which YTD Actuals is greater than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

On track KPIs are yet to meet the target

  1. DoG=Lower the Better: Displays the aggregated count of the selected user and his/her hierarchy below who have Monitored KPIs for which YTD Actuals is less than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

  2. DoG=Higher the Better: Displays the aggregated count of the selected user and his/her hierarchy below who have Monitored KPIs for which YTD Actuals is greater than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

On track KPIs are yet to meet the target

  1. DoG=Lower the Better: For the selected user, displays the sum of weightage of all the Monitored KPIs for which YTD Actuals is less than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

  2. DoG=Higher the Better: Displays the sum of weightage of all the Monitored KPIs for which YTD Actuals is greater than or equal to (YTD Target * Summary Threshold (From Admin Settings)) / 100

On track KPIs are yet to meet the target

Not on Track

For the selected user, displays the count of all Monitored KPIs minus the count of On Track and achieved KPIs.

Displays the count of all Monitored KPIs (for the selected user and his/her hierarchy below) minus the count of On Track and achieved KPIs.

Displays the aggregated count of the selected user and his/her hierarchy below who have minus the count of people having On Track and achieved KPIs.

For the selected user, displays the sum of weightage of all Monitored KPIs minus the count of On Track and achieved KPIs.

Achieved

  1. DoG=Lower the Better: For the selected user, displays the count of all On Track KPIs for which YTD Actual is less than or equal to YTD Target.

  2. DoG=Higher the Better: For the selected user, displays the count of all On Track KPIs for which YTD Actual is greater than or equal to YTD Target.

  1. DoG=Lower the Better: Displays the count of all On Track KPIs (for the selected user and his/her hierarchy below) for which YTD Actual is less than or equal to YTD Target.

  2. DoG=Higher the Better: Displays the count of all On Track KPIs (for the selected user and his/her hierarchy below) for which YTD Actual is greater than or equal to YTD Target.

  1. DoG=Lower the Better: Displays the aggregated count of the selected user and his/her hierarchy below who have On Track KPIs for which YTD Actual is less than or equal to YTD Target.

  2. DoG=Higher the Better: Displays the aggregated count of the selected user and his/her hierarchy below who have On Track KPIs for which YTD Actual is greater than or equal to YTD Target.

  1. DoG=Lower the Better: For the selected user, displays the sum of weightage of all On Track KPIs for which YTD Actual is less than or equal to YTD Target.

  2. DoG=Higher the Better: For the selected user, displays the sum of weightage of all On Track KPIs for which YTD Actual is greater than or equal to YTD Target.

Total

For the selected user, displays the count of all the Defined and Not Defined KPIs.

Displays the aggregated count of all the Defined and Not Defined KPIs.

For the selected user, displays the total of people under his/her hierarchy who have Defined and Not Defined KPIs.

For the selected user, displays the total weightage of all the Defined and Not Defined KPIs.

The status of the user depends on the overall state of all the KPIs owned by the user

Status

Definition

Not Defined

At least one KPI is in Not defined

Not Monitored

All KPIs are defined and at least one KPI is in Not Monitored

Not on Track

All KPIs are monitored and at least one KPI is in Not on Track

On Track

All KPIs are monitored and at least one KPI is in On Track

Achieved

All KPIs are monitored and achieved

User can also click and view the list of KPIs under different statuses

Please note the below points

  • By default, organisation adoption is displayed for the current FY. However, users can change the FY to view the adoption stats across different FY

  • User can download the organisation adoption data by right-click → Export → Excel/CSV export

  • Defined KPIs = Monitored KPIs + Not Monitored KPIs

  • Monitored KPI = On Track + Not On track + Achieved KPIs

  • Total KPIs = Not defined + Defined or Monitored + Not monitored

  • If the user is marked as Invalid in the 4E system because of insufficient details, the user will be shown as greyed out.

LAST_UPDATED

30 May 2023, Mritunjoy

24 July 2023, Mritunjoy

LAST_REVIEWED

30 May 2023, Mritunjoy

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