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User guide

Performance and skills tools: user guide

How to use each tool in three steps, with tips, key words and the matching video. KPI and OKR library, increment planner and skills matrix.

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Increment and bell curve planner

Set the increment for each rating, enter how many people sit in each, and see at once whether the plan fits your budget and how the spread compares with a bell curve.

  1. Set the increment budget as a % of payroll.
  2. Set the increment for each rating and how many people sit in each.
  3. See whether the plan fits the budget and how it compares with a bell curve.
  • Pay for performance: Top ratings usually get two to three times the average increment, so your best people feel the difference.
  • Budget first: Agree the overall budget with finance before the cycle. The weighted average of the matrix must land on it.

KPI and OKR library

Pick your industry and a function. Get ready KPIs with formulas and how often to track them, plus a sample OKR you can copy straight into your goal sheet.

  1. Pick your industry.
  2. Pick a function.
  3. Copy the KPIs with formulas and frequency, and the sample OKR.
  • KPI or OKR?: KPIs measure the health of ongoing work. OKRs set a stretch change for a quarter. Most teams use both.
  • Make it measurable: Every KPI needs a formula, a target, an owner and a frequency. If you cannot measure it, rewrite it.

Skills matrix and gap check

Pick an industry and a role to get the key skills. Rate where a person is today and where they need to be, and see the gaps to train for first.

  1. Pick an industry and a role to load the key skills.
  2. Rate where the person is today and where they need to be.
  3. See the gaps to train first, then print the gap sheet.
  • Four simple levels: Aware, working, skilled and expert. Simple levels make ratings consistent across managers.
  • Rate with evidence: Ask for an example for each rating: a task done, a certificate or a result. It keeps the talk fair.

Key words

KPIA measure of ongoing work, with a formula, target, owner and frequency.
OKRAn objective with key results, set for a quarter.
Merit matrixIncrement % for each performance rating.
Skill gapDifference between today's level and the level the role needs.

Why USR One

These tools are free. When you are ready, USR One does the same work for every person, every month: one login, one record across every department, AI in every app, prices in INR and USD, and data entered once and used everywhere.

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Results from the free tools are estimates based on the rules shown on each tool, not legal or tax advice. Check with your CA before you act.

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