Tree-shaped KPI templates
A template has a year, a period type (such as Q1, T3, H1) and a parent-child tree of KPI items. Each item has a weight %, unit, target, quantitative or qualitative. Clone a template for the next period.
KPI & Policies
KPI with real data, policies with proof of reading
Build weighted KPI templates, open an evaluation round for staff to self-score and an admin to review. In the same place: policy documents with read confirmation, two-step penalty tickets and award tickets tied to department budgets.
The problem
KPI in spreadsheets, policies in a folder nobody opens
Every review period the Excel file goes out by email, comes back and is merged by hand. Once a company rule is issued nobody knows who read it, and penalties and bonuses are recorded in scattered places.
- Each period the KPI file is rebuilt and emailed, and company-wide scores are hard to consolidate
- Figures such as revenue, on-time rate and attendance are collected by hand from several places
- After issuing a rule nobody knows who has read it; penalties and bonuses are noted verbally or in separate files
How hOne solves it
From KPI template to final score, from policy to penalty and award
The KPI side follows one chain: KPI template, assignment, evaluation round, self-evaluation, review, confirmation, with some metrics pulled automatically from hOne data. The policy side covers approved documents with read confirmation, work rule settings, and penalty and award tickets with approval flows.
Key capabilities
Assign to teams or individuals
Assign a template to a whole team or department, or to some individuals only. hOne lists the employees it applies to so you can check before opening a round.
Automatic metrics
Each item is manual, automatic or hybrid. Automatic metrics include task completion rate, on-time rate, attendance rate and collected revenue before VAT.
Evaluation rounds with a clear flow
Create a round from a template with a date range; statuses are Open, In review, Closed. Staff self-evaluate, an admin enters manager scores, sees where values differ from the system, then confirms.
Scores and tiers
A quantitative item = actual divided by target x 100, capped 0-100; a qualitative item uses the manager score. Tiers: Excellent from 90, Good 70-89, Pass 50-69, Needs improvement below 50.
Policy documents with approval
A document has a number, category, effective dates, content and attachments. Flow: Submit, Approve or Reject, Archive, with version history. Visible to all staff or only to certain teams.
Read confirmation
Turn on read confirmation with a due date; staff press Confirm read and hOne stores the date. The overview shows a compliance rate by category.
Penalty and award tickets
Penalty tickets carry evidence and two approvals (manager, then HR). Award tickets follow department, quarter and budget warnings. Approved tickets are deducted or added in payroll.
How it works
Build the KPI template
An admin creates the template, adds KPI items and weights (the system checks the weight total), picks manual, automatic or hybrid data, assigns it to teams or individuals and activates it.
Open an evaluation round
Create a round for the period. Staff open Self-evaluation and enter actuals and scores; automatic items show the value the system computed.
Review and close
Move the round to Review, enter manager scores and comments, confirm each person or everyone, then Close and wrap up. The KPI overview shows the score distribution and top performers.
Issue policies and handle penalties and awards
Create a document, submit it for approval, publish it and track who has confirmed. When a violation or achievement comes up, raise a penalty or award ticket and send it through approval.
A real workflow
Closing Q3 KPI for the Sales team
Demo Store uses KPI for the Sales team. Lan is the admin and HR; Minh is a salesperson.
- LanCreates the template Sales KPI Q3/2026 with three items: Collected revenue 50%, On-time rate 30%, Collaboration (qualitative) 20%. Assigns it to the Sales team and activates it.
- hOneWhen the Q3/2026 round opens, revenue and on-time rate are pulled automatically from hOne data; Collaboration is scored by the employee and the admin.
- MinhOpens Self-evaluation, checks the system-calculated values, scores Collaboration 80 and writes a comment.
- LanMoves the round to Review, enters a manager score of 75 for Collaboration with a comment, clicks Confirm all, then Close and wrap up.
- hOneThe KPI overview shows the average score, the split between Excellent, Good, Pass and Needs improvement, and the top performers.
Connects with the rest of hOne
Tasks & projectsTask completion and on-time rates are automatic metrics; per-task KPI points have their own board in the tasks module.AttendanceThe attendance rate comes from attendance data as an automatic metric.PayrollApproved penalty tickets are deducted and approved award tickets are added when the matching payroll period is calculated.OrdersCollected revenue before VAT, assigned to the order's salesperson, is an automatic metric.Omnichannel chatThe customer response score and the count of overdue waits come from conversations.
Frequently asked questions
Who creates KPI templates and enters manager scores?
Administrators create and activate templates, assign them, open rounds, enter manager scores and confirm. Employees use Self-evaluation to fill in their part and see the results of an open round.
Do KPI scores flow into payroll?
Scores from KPI evaluation rounds do not go into payroll automatically. Approved penalty and award tickets are applied when the matching payroll period runs.
Which automatic metrics exist?
Six: task completion rate, on-time completion rate, attendance rate, collected revenue before VAT, customer response score and the number of times a customer waited too long (the last two apply when AI is off). For anything else, enter values by hand.
Can employees change the system-calculated numbers?
For hybrid items the employee enters their own actual value and the system shows the value it calculated. The review screen flags where the two differ so the admin can decide before confirming.
How are penalty tickets raised?
People with the right raise a penalty ticket, which then goes through manager and HR approval. You can define fines by minutes late in the work rule settings to use as a reference.
More in this area: Work & People
Tasks & projectsKanban, list, deadline reminders, star-rated reviews with KPI points, and projects with phases and a client portal.DocumentsFolders, trash, sharing, Word and Excel editing, scan-to-FTP intake, WebDAV and optional OCR.AttendanceDual-photo and GPS check-in, monthly timesheet, approve and lock before payroll.Leave & overtimeLeave and overtime requests, tenure-based balances, year-end carry-over, overtime caps.PayrollPay periods, payslips, insurance, income tax, email delivery, employee agree or dispute.