Manage performance
Allocate priorities
Assign approved priorities to units or staff before contracts are created.
Organisation administrators, leaders, and supervisors5 min read
KRA Allocation
Demo dataFictional demonstration dataApproved source KRA
Improve customer request turnaround
Assigned35%
Used20%
Remaining15%
FromCustomer Experience Department
Allocate 15%Service Operations Manager
Complete this task
- Who can do it
- Organisation administrators and authorised heads, acting heads or supervisors within their cascade scope.
- Before you start
- An approved organisation plan, available source weight, receiving units or people, and active leadership assignments.
- Where to go
- Open KRA Allocation.
- Steps
- 1. Select an approved source KRA and review its assigned, used and remaining weight.
- 2. Choose the receiving unit or person and enter an allocation that does not exceed the remaining weight.
- 3. Save the allocation and recheck the source balance.
- Completion
- The receiving record is listed and the source KRA shows the updated used and remaining weight.
What allocation does
Allocation decides who is responsible for each approved priority. A priority can be assigned directly to a person, to a unit, or cascaded to a lower level when responsibility is shared.
Before generating contracts
Review allocations carefully. Contracts will reflect the responsibilities and weights you assign here.
- Check that every important priority has an owner.
- Confirm the total weight makes sense.
- Avoid duplicate ownership unless the responsibility is genuinely shared.
- Make sure unit-based allocations have the right unit leader in place.
Related guides
Create organisation prioritiesDefine the priorities, measures, and targets that guide performance work.Open guideReview performance recordsUnderstand assigned priorities, sign-off steps, and contract history.Open guideBuild your organisation structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guide