Why Use Shapes for Monthly KPIs and Weekly 1:1s?
Shapes serves as a single source of truth. If an employee’s manager changes, the new manager can access all historical KPI and one-to-one data - ensuring continuity and informed performance discussions.
Step 1: Set Up Custom Fields
To start, you’ll create custom fields where monthly and weekly data can be stored.
Go to Account Settings > Employee Fields.
Create a new tab and name it (e.g., Monthly KPIs).
Within the tab, create Groups (e.g., May 2025).
Add Fields within each group:
Due Date (Date)
Achievements (Long Text)
Challenges (Long Text)
Goals For Next Month (Long Text)
For weekly 1:1s, create fields like Week 1, Week 2, etc.
These groups can be duplicated month-to-month to maintain consistency.
Step 2: Configure Field Permissions
By default, all custom fields are hidden. You’ll need to configure who can view or edit them.
For Employees:
Create a new Permission Role for employees.
Under the Monthly KPIs tab:
Change the group permission from Hide to View.
This allows employees to see, but not edit, their own performance data.
For Managers:
Create a Permission Role for managers.
Under the Monthly KPIs tab:
Change the group permissions from Hide to Edit.
This allows managers to update fields during reviews or 1:1s.
Step 3: Build Dashboards for Tracking
Custom reports allow you to track employee progress over time.
Go to the Dashboards section.
Click Create New Dashboard and name it (e.g., Monthly KPIs).
Add a Widget and select Custom Report.
Choose the relevant fields to display e.g.
First Name
Last Name
Due Date
Achievements
Challenges
Goals for Next Month
Filtering Options:
Use filters to tailor the report e.g. to specific teams or locations. This ensures you see only the data relevant to your needs.
If you have any questions, please don’t hesitate to contact support@shapes.co - we’re here to help!