Your goals

At the start of each performance cycle you set your goals, and your manager approves them. During the cycle you record your progress. At the end, Cadre works out your score from what you achieved against your goals.

Who can set their own goals and update their progress: every member, for themselves.

Open the menu and select Work → Performance. Your goals are under My goals and progress. If you manage people, they are on the My performance tab.

The Performance page on a phone, with your goals, your scorecard and your plans

A few words first

A goal is something you aim to achieve in the cycle, such as “Reduce customer complaints”.
A KPI is how a goal is measured, such as “Complaints per month”. Each KPI has a Target. It can also have a Threshold, below which it earns nothing, and a Stretch, for doing better than the target. KPIs come from your organisation’s KPI library.
Each goal has a Weight: how much it counts. Your goal weights must add up to 100%. The KPIs on one goal must also add up to 100%.

When you can set goals

You can add and change your goals only while goal setting is open. The top of your goals shows the dates under Goal setting. By default it is the first 14 days of the cycle, but your organisation can change this. Your manager and HR can change your goals at any time while the cycle is open.

Set your goals

Select Add goal.
Give it a Title, and a Description if you want to.
Enter its Weight (%) and, if you like, a Due date.
Under Aligned to, you can link it to an organisation or team goal.
Select Add goal.
On the goal, select Add KPI. Choose the KPI from the library, then enter the Target, and a Threshold and Stretch if you want to. Enter its Weight (%) and select Add KPI.
Repeat for each goal.

The Add a goal form on a phone, with title, description, weight, due date and alignment

If something is missing, Cadre shows a list under Fix these before submitting, for example weights that don’t add up to 100%.

Goals your organisation set

Your manager or HR may add goals for you, and some goals and KPIs arrive from a team or organisation goal. These are marked Set by your organisation, with a line saying who to ask, for example Your organisation set this goal. Ask Kemi Adebayo to change it. That is your approver, or your line manager, or HR if you have neither.

You can’t change a goal your organisation set: not its title, description, weight, due date or what it is aligned to. You can’t archive it, or add, change or remove its KPIs.
If your organisation puts a KPI on one of your own goals, that KPI is marked too. You can still change your goal, but not that KPI, and you can’t archive the goal while the KPI is on it.
Your own goals stay yours. Add, change and remove them as before. Every change still goes to your approver.

Your manager and HR can change anything on your goals.

Weights beside your organisation’s goals

All your goal weights, your organisation’s included, must add up to 100%. Only your own goals’ weights are yours to change. If your organisation’s goals already add up to 100%, give your own goals a weight of 0%: they are still tracked, but don’t count towards your score. Cadre accepts 0% only then.

Send your goals for approval

When your goals are ready, select Submit for approval. The top of your goals shows your Approver: usually your line manager, or HR if you don’t have one.

While your goals are waiting, they can’t be changed. Your approver then:

approves them, and they count towards your score; or
returns them with a comment saying what should change. The comment is shown on your goals, marked Returned. Make the changes and submit them again.

Only approved goals count when your score is worked out.

Update your progress

During the cycle, record how you are doing on each KPI that you update yourself.

On the KPI, select Update progress.
Choose the date it Applies to. Cadre shows which week (or fortnight, month or day) that date is in.
Enter the Value. The line above the form tells you what to enter for this KPI (see below), and the line under it shows your figure before and after this update, and its % of your target.
Add a Note, and attach Evidence if you want to: a PDF, PNG, JPEG or Word file of up to 10 MB.
Select Save update.

The Update progress form on a phone, with value, date, note and evidence

Depending on your organisation’s setting, your update either counts straight away, or counts once your manager confirms it. If it needs confirming, Cadre says Your update counts once your manager confirms it, and the update shows Waiting for your manager. Your manager can also adjust your figure, with a reason. Both figures are kept, and you see the reason on the KPI’s timeline.

Some KPIs, such as attendance or leave, are filled in by Cadre automatically. You can’t update those yourself.

What to enter

It depends on how the KPI adds up. The form says which:

A KPI that adds up, such as sales or new customers: enter what you did this week (or this fortnight, month or day), not your total so far. Cadre adds each update to your total. For example, if you sold ₦500,000 this week, enter 500,000, even if your total is now ₦2,600,000.
A KPI that is the figure as it stands, such as a recovery rate or a portfolio balance: enter the figure as it stands today. Each update replaces the last.
A KPI that is averaged, such as a satisfaction score: enter this week’s figure. Your figure is the average of your updates.

One update a week

You make one update of your own for each KPI in each period: each week (Monday to Sunday), fortnight or calendar month, depending on your organisation’s setting. If your organisation has no set period, it is one update a day.

If you already made an update for that week, the form opens it for you to change: You already reported ₦500,000.00 for 28 Sep – 4 Oct. Change it? Change the figure and select Change update. Cadre never adds a second update for the same week, even if you click twice or have the page open twice.

If your figure looks like your total

On a KPI that adds up, if the figure you enter is your total so far or more, and well above your usual weekly figure, Cadre asks: This looks like your total so far (₦2,100,000.00). Cadre adds each update to your total. Did you mean this week’s figure? It offers the difference as this week’s figure.

Select Save with the suggested figure if you entered your total by mistake.
Select Save … anyway if the figure you entered really is this week’s.
Select Back to change it yourself.

Mistakes

Typed the wrong figure? Change or withdraw your update yourself until your manager confirms it; after that, ask your manager to adjust it.

To change it, select Change on the update in the KPI’s timeline, or pick a date in the same week in Update progress. Enter the right figure and select Change update. Your earlier figure is kept on the timeline as Changed and no longer counts.
To withdraw it, select Withdraw on the update. It is kept on the timeline as Withdrawn, no longer counts, and you can add a new update for that week.

If your update waits for your manager and you change it, your manager sees your new figure, marked as changed.

Your progress

Each KPI on My performance shows your figure, its % of target with a bar (of your own target, or your share of a team target), your last update and when the next one is due. A KPI whose update is late is marked Overdue.

Select Timeline on a KPI to see every update by week (or fortnight, month or day), newest first, with what became of each: Counts, Waiting for your manager, Confirmed, Adjusted by manager, Changed, Withdrawn or Rejected. It also shows where the KPI is heading by the end of the period.

Reminders

Your organisation sets how often progress is due: weekly, every two weeks or monthly. Cadre reminds you when an update is due, and marks a KPI overdue when it is late. You can still add a late update.

What your KPIs count towards

Some of your KPIs may count towards a team or organisation KPI. For example, your sales may add up to your branch’s sales. On such a KPI you see:

Counts towards: the goal, the organisation or team, and the KPI with its target. If the target is shared out between the people who count towards it, it says (my share of it).
Total so far: the combined figure, and its % of target.

Your own target is your share of the team or organisation target. For a rate or a score, such as a satisfaction score, your target is the same as the team’s or organisation’s.

Your KPI counts towards the total once your goals are approved. If your manager has to confirm your updates, an update counts once it is confirmed.

Week by week

Select Timeline on the KPI to see a Week by week table, or Month by month, depending on how often your organisation expects updates. Each row shows the period, what you added in it, your total to date and your % of target (of your own share). Each update also shows its % of target after this update.

Colleagues’ figures

You see your own figures and the totals you count towards, not your colleagues’ figures. Your organisation decides whether you can see colleagues’ figures. If it does, the KPI’s timeline also shows The team’s contributions: each colleague’s target, figure and % of target.

Ask for a change after approval

Once goal setting has closed, you can’t edit approved goals directly. Ask for a change instead.

Select Ask for a change.
Change a goal’s title or weight, or a KPI’s target or weight. Or tick Remove this goal.
Under Why should the goals change?, say why.
Select Send for approval.

Your approver approves or rejects the change. If it is approved, your goals change. If not, nothing changes. You can have one change request waiting at a time. The weights must still add up to 100% after the change.

To add a new goal or KPI after goal setting has closed, ask HR to reopen goal setting.

Your scorecard and plans

Once the cycle has been scored, Scorecard shows your final score and grade, and your manager’s comment. Trend shows your score in each past cycle. My plans shows any coaching or improvement plan you have. When you are given an improvement plan, select Acknowledge to record that you have received it. It becomes active from then. See Scoring and grades.