The Task module can quietly produce objective, per-person KPI data as a by-product of normal work - so managers rate only the exceptions and everyone has a fair, visible record. It's a signal, not a verdict.
How a task gets a grade
Every closed task can carry one of three grades:
- Exceeds ?? � Meets ?? � Needs Improvement ??
A grade is set in one of three ways:
- Manager-rated - a person reviews the output and chooses the grade.
- Automatic (work-time) - where a target is configured, the system compares actual work-time to the target: faster than 90% ? Exceeds, within �10% ? Meets, more than 110% ? Needs Improvement.
- Auto-approved - if a review window lapses (48h), the task closes as Meets (never a penalty).
Work-time, not wall-clock
Automatic grading uses work-time - the time actually spent - not calendar time. Pauses, overnight and weekends don't count against anyone. (For Work-Order steps it's read from the activity trail: active time minus paused time.)
It's opt-in
Automatic grading only happens where someone has configured a KPI target for that kind of work (needs the Configure KPI targets permission). No target ? no auto-grade; the grade stays manual.
Roll-up
A parent task's grade is the blend of its sub-tasks' grades - so delegated and broken-down work aggregates upward without separate rating.
Everyone sees their own
Any employee can open Tasks ? My KPI to see their own rolling score and the individual observations behind it. There are no hidden scorecards.
The fairness rules (non-negotiable)
- Transparency - workers always see their own KPI.
- Never penalise on missing data - incomplete data grades to Meets, not down.
- Discipline is a human decision - a ?? never triggers any automatic disciplinary action; escalation (e.g. to an incident) is always a manager's manual choice.
Related: Reviewing work � Creating & assigning tasks.