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How does KRA (Result Areas) and KPI (Performance Indicators) weighting works in AssessTEAM?

1. Overview

KRA and KPI weights help define the importance of different performance areas in an evaluation.

A KRA (Key Result Area) represents a major area of responsibility, while a KPI (Key Performance Indicator) represents measurable items within that KRA.

Weights determine how much each KRA and KPI contributes to the final evaluation score.

Example:

KRA Weight
Sales Performance 40%
Customer Service 60%

In this example, Customer Service contributes more to the final evaluation score than Sales Performance.

2. Types of Weights in AssessTEAM

AssessTEAM supports three types of weights:

Weight Type Purpose
KRA Master Weight Used when the same weighting should apply to everyone assigned to that KRA
Person Profile Weight Used when a specific person requires a different weighting
Automatic KPI Weight Used when KPI weights are not manually configured

3. Weight Priority Rule

AssessTEAM applies weights based on priority. The weight entered at the lowest and most specific level takes precedence.

Priority Order

Person Profile Weight → KRA Master Weight → No Weight

Setup Weight Used
Weight exists only in KRA Master KRA Master weight
Weight exists in both KRA Master and Person Profile Person Profile weight
Weight exists only in Person Profile Person Profile weight
No weight exists No manual weight applied

Example: Weight Override

KRA Master

KRA Weight
Sales Performance 40%
Customer Service 60%

Person Profile

KRA Weight
Sales Performance 70%
Customer Service 30%

Since the person profile weight is more specific, AssessTEAM uses:

KRA Applied Weight
Sales Performance 70%
Customer Service 30%

The KRA Master weight is overridden for this person only.

4. When is an Evaluation Weighted?

An evaluation is considered weighted only when the final applied KRA weights total exactly 100%.

AssessTEAM checks the final weights after applying the priority rules.

Examples

Final KRA Weight Total Result
100% Weighted evaluation
Less than 100% Not a weighted evaluation
More than 100% Invalid setup
No weights entered Not a weighted evaluation

Example 1: Weighted Evaluation

KRA Master:

KRA Weight
Business Growth 40%
Customer Service 60%

Total = 100%

Result: Weighted evaluation

Example 2: Person Override

KRA Master:

KRA Weight
Business Growth 40%
Customer Service 60%

Person Profile:

KRA Weight
Business Growth 70%
Customer Service 30%

Total = 100%

Result: Weighted evaluation using person profile weights

Example 3: Invalid Weighted Setup

Person Profile:

KRA Weight
Business Growth 50%

Total = 50%

Result: Not a weighted evaluation

5. KPI Weight Priority

KPI weights follow the same priority concept.

Priority Order

Person Profile KPI Weight → KRA Master KPI Weight → Automatic KPI Weight

KPI Setup Weight Used
Master KPI weights exist only Master KPI weights
Master and local KPI weights exist Person profile KPI weights
No KPI weights exist Automatic KPI distribution

6. KPI Weight Rules

KPI weights are calculated separately inside each KRA.

If manual KPI weights are entered:

  • The KPI weights inside that KRA must total exactly 100%.

Example:

KPI Weight
Sales Target 70%
Customer Acquisition 30%

Total = 100%

If KPI weights are not entered:

  • AssessTEAM automatically distributes 100% across the KPIs.
  • Automatic weights use whole numbers only.

Examples:

Number of KPIs Automatic Distribution
1 100%
2 50%, 50%
3 34%, 33%, 33%
4 25%, 25%, 25%, 25%
5 20%, 20%, 20%, 20%, 20%

Note:
AssessTEAM does not use decimal values such as 33.33%, 33.33%, and 33.34%.

7. Setting Up Weights

Step 1: Decide where the weight should be configured

Use KRA Master Weight when:

  • The same weighting applies to multiple users.

Use Person Profile Weight when:

  • A specific person requires a different weighting.

Step 2: Configure KRA Master Weights

  1. Open the KRA Master.
  2. Select or create a KRA.
  3. Enter KRA weights if required.
  4. Enter KPI weights if KPIs have different importance.
  5. Ensure KPI weights total 100%.
  6. Save the KRA.

Step 3: Assign KRA to Person Profile

  1. Open the person’s profile.
  2. Assign the required KRA.
  3. If master weights are available, do not copy the same weights into the profile.
  4. Add person-specific weights only when an override is required.
  5. Save the profile.

8. Complete Example

KRA Setup

KRA Weight Source Weight
Business Growth Person Profile 40%
Customer Service KRA Master 60%

Total KRA Weight = 100%

KPI Setup

Business Growth

KPI Weight Source Weight
Sales Target Manual 70%
Customer Acquisition Manual 30%

Customer Service

No KPI weights entered.

AssessTEAM automatically applies:

KPI Weight
Query Resolution 50%
Documentation Accuracy 50%

9. Common Mistakes

Issue Reason Solution
Person weight is not used Master weight exists and person weight was not saved Verify person profile setup
Master weight is not visible Person profile weight overrides it Remove local weight if master should apply
Evaluation is not weighted Final KRA weights do not total 100% Correct KRA weights
KPI weights are unexpected No manual KPI weights were entered Automatic distribution is applied
KPI percentage changed KPI count or order changed Review automatic distribution

10. Final Validation Checklist

Before starting a weighted evaluation:

☐ Final KRA weights total exactly 100%
☐ Correct weight source is being used
☐ Person profile weights are used only when an override is required
☐ Manual KPI weights inside each KRA total 100%
☐ Automatic KPI weights total 100%
☐ Automatic KPI weights do not contain decimals
☐ Evaluation screen shows the expected KRA and KPI weights

Summary

  • Use KRA Master weights when the same weighting applies to everyone.
  • Use Person Profile weights when a specific person needs different weighting.
  • Person Profile weights override KRA Master weights.
  • KPI weights follow the same priority rule.
  • An evaluation becomes weighted only when the final applied KRA weights total 100%.
  • When KPI weights are missing, AssessTEAM automatically distributes KPI weights equally using whole numbers.

 

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