How to add KPIs for an individual guard on the Back Office Dashboard?

Key Performance Indicators (KPIs) in the GuardsPro Back Office Dashboard help admins set and monitor measurable performance goals for individual guards. KPIs provide a structured way to evaluate how effectively a guard is performing their assigned duties and responsibilities.

Creating KPIs for an individual guard allows admins to track specific performance areas, identify strengths and areas for improvement, and maintain consistent performance standards. This helps organizations make informed decisions and ensure guards remain accountable for their assigned responsibilities.

📌 Prerequisites

Before creating KPIs for an individual guard, make sure you have:

• Authorized access to the GuardsPro Back Office Dashboard.
• An active guard profile available in the system.
• A clear understanding of the performance areas or goals you want to measure for the guard.
• The necessary KPI criteria, targets, or performance expectations ready before creating the KPI.

✅ This guide will walk you through the steps to create KPIs for an individual guard on the Back Office Dashboard:

👮 Step 1: Navigate to Security Guard

• Go to the Security Team section from the main menu.

• Select Security Guards.

• From the list of guards, choose the guard for whom you want to create a KPI.

📂 Step 2: Open KPIs Tab

• In the submenu, click on KPIs.

• Select Add New KPI to create a new one.

📝 Step 3: Add KPI Details

Enter the required KPI details:

• Frequency: Select Daily, Weekly, or Monthly.

• Description: Add a brief description of the KPI.

• Reports: Enable or disable each report type and, if enabled, specify the target number of reports:
  • Standard Reports
  • Incident Reports
  • Site Tour Reports
  • Task Reports
  • Checklist Reports
• Email KPI Report: Enable this option to receive the KPI report by email; leave it disabled if you do not want to receive the report.
• Once all details are entered, click Add to create the KPI. 

⚙️ Step 4: Manage KPIs

You can manage existing KPIs using the available options:

• Click the three-dot menu (⋮) next to a KPI to:
  • Edit
  • Delete
  • Export as PDF
  • Export as Excel
  • Email Report

• To delete multiple KPIs at once, select the required KPIs using the checkboxes, click Action, and select Delete.
• Use the Search option to quickly find a specific KPI.

📊 Step 5: View Guard KPI Reports

• From the main menu, navigate to Reports.
• Under General Reports, click Guard KPI Report.
• Here, you can view the KPI reports submitted by the guard and review their performance.

🎯 That’s it! You can now create, monitor, and manage KPIs for individual guards directly from the GuardsPro Back Office Dashboard. With KPIs, you can set clear performance targets, review guard performance, and manage KPI reports efficiently.

If you have any further questions, please don’t hesitate to contact our GuardsPro Support Team anytime.