🌱 Overview
The Thrive Agric KPI Performance Platform is a role-based, web-based system for tracking, submitting, reviewing and approving Key Performance Indicators (KPIs) and strategic objectives across the organisation — from field workers to the executive suite.
Quick Navigation
New users: Start at First Login. If you just deployed the platform, visit
setup.html first to initialise the database with demo accounts, then log in with the credentials below.Platform Pages
| Page | URL | Who uses it |
|---|---|---|
| Login / Register | auth.html | All users |
| Main App (KPI Workbook, Approvals, etc.) | index.html | Executive, HoD, Manager, Employee |
| Super Admin Console | superadmin.html | Super Admin only |
| Admin Panel (User management) | admin.html | Executive (via sidebar link) |
| Change Password | change-password.html | New staff on first login |
| Database Setup | setup.html | Administrator (once only) |
| Documentation | docs.html | All users |
🔑 Login Credentials
The platform comes pre-loaded with 10 demo accounts covering all roles. All accounts use the password 123456.
After first deployment: Visit
[your-url]/setup.html and click Initialise Database before trying to log in. This seeds all demo accounts. You only need to do this once.| Role | Full Name | Password | Staff ID | Department | |
|---|---|---|---|---|---|
| ⚙️ Super Admin | System Admin | admin@thriveagric.com | 123456 | TA-000 | Administration |
| 👑 Executive | Sarah Mensah | sarah.mensah@thriveagric.com | 123456 | TA-001 | Executive |
| 🏢 Head of Dept | Michael Asante | michael.asante@thriveagric.com | 123456 | TA-002 | Operations |
| 🏢 Head of Dept | Abena Boateng | abena.boateng@thriveagric.com | 123456 | TA-005 | Finance |
| 👔 Manager | Alice Nkrumah | alice.nkrumah@thriveagric.com | 123456 | TA-003 | Operations |
| 👔 Manager | Kofi Mensah | kofi.mensah@thriveagric.com | 123456 | TA-006 | Finance |
| 🌾 Employee | Kwame Adu | kwame.adu@thriveagric.com | 123456 | TA-004 | Operations |
| 🌾 Employee | Ama Owusu | ama.owusu@thriveagric.com | 123456 | TA-007 | Finance |
| 🏢 Head of Dept | Yaw Darko | yaw.darko@thriveagric.com | 123456 | TA-008 | Sales |
| 👔 Manager | Efua Asare | efua.asare@thriveagric.com | 123456 | TA-009 | HR |
Quick Login buttons: On the login page, use the coloured quick-login buttons (Executive, HoD, Manager, Employee) to fill in credentials automatically — just click once and you're in.
🚀 First Login
Follow these steps to access the platform for the first time.
1
Open the platform URL
Navigate to your deployed URL or auth.html in your browser. You'll see the green login screen with the Thrive Agric brand panel on the left and a login/register form on the right.
2
Initialise the database (first deploy only)
Visit
[your-url]/setup.html and click Initialise Database. This seeds all 10 demo accounts and 5 departments. You only need to do this once per environment.3
Log in with credentials or Quick Login
Click one of the coloured demo buttons (Executive, HoD, Manager, Employee) at the bottom of the login form — they auto-fill the credentials. Or type your email and password manually (password:
123456 for all demo accounts).4
Set your password (if prompted)
Accounts created by the Super Admin require a first-login password change. You'll be redirected automatically to
change-password.html. Your new password must be 8+ characters with at least one uppercase letter, one number, and one special character.5
You're in!
You'll land on your role's home dashboard. The left sidebar shows all screens available to your role. Click any item to navigate. Your name and role appear at the bottom of the sidebar.
📝 Self-Registration
Staff can register themselves if they don't have an account yet. New accounts require approval before access is granted.
Fill in form
→
Pending Approval
→
Admin Approves
→
Active — Can Login
Registration Steps
1
Click "Create Account" on the login page
The tab switches to the registration form.
2
Fill in your details
Enter your first name, last name, work email, job title, and select your department and role. Available roles for self-registration: Head of Dept Manager Employee. Note: Executive and Super Admin accounts must be created by the system administrator.
3
Set your password
Choose a password with at least 6 characters, one uppercase letter, and one number. The strength meter shows your password quality in real time.
4
Wait for approval
After submitting, you'll see a "Pending Approval" screen. A Super Admin or Executive must approve your account before you can log in. Contact your administrator to expedite this.
5
Log in once approved
Once your account is approved, you'll receive an in-app notification and can log in with your email and password.
Approval can be done from: Super Admin Console → Pending Approvals or Admin Panel → Pending Approvals.
👥 User Roles
The platform has 5 distinct roles, each with different permissions and visibility levels. Your role is assigned when your account is created.
Super Admin
Full system control. Manages organisation settings, departments, roles, teams, quarters, thresholds, and all staff accounts. Approves or rejects account registrations.
System-level access
Executive
Company-wide visibility. Creates and approves company objectives, reviews all department KPIs, approves/rejects submissions, views full strategy map and audit trail.
Company-wide
Head of Department
Manages their department's KPIs. Creates department objectives, reviews and approves manager and employee KPIs within their department.
Department-wide
Manager
Manages a team. Creates team KPIs, reviews team performance, and approves or sends back employee KPI submissions within their team.
Team-level
Employee
Manages personal KPIs. Creates, edits, and submits their own KPIs for review. Receives feedback when KPIs are approved or sent back for corrections.
Individual
⚙️ Super Admin Console
Accessible at superadmin.html. Only the Super Admin role can access this page. It contains all system-level configuration.
Dashboard
Shows live statistics: total staff, active accounts, pending approvals, departments, teams, and defined roles. Provides a department overview table and quick access to pending approvals.
Organisation Settings
Configure your company profile and KPI periods. All changes are saved to the database immediately.
| Field | Description | Example |
|---|---|---|
| Organisation Name | Your company name, shown across the platform | Thrive Agric |
| Tagline / Mission | Short description shown on dashboards | Growing Africa's Future |
| Industry | Your business sector | Agriculture |
| Country | Organisation's base country | Ghana |
| Current Year | Fiscal year (e.g. 2025) | 2025 |
| Fiscal Year Start Month | Month number (1=January, 4=April, etc.) | 1 |
| Active Quarter | Current working quarter (Q1–Q4) | Q2 |
| Staff ID Prefix | Prefix for auto-generated staff IDs | TA |
| KPI Submission Deadline | Day of month by which KPIs must be submitted | 5 |
| KPI Approval Deadline | Day of month by which approvals must be done | 10 |
Departments
Create and manage departments. Each department has a name, short code, brand colour, description, and an assigned Head of Department.
1
Click "+ Add Department"
In the Departments page, click the button to open the form.
2
Fill in the details
Enter the department name (e.g. Operations), a code (e.g. OPS), select a colour, and optionally assign a Head of Department from existing staff.
3
Save
Click Save. The department is created immediately and appears in all department dropdowns across the platform.
Roles
Define job roles (e.g. Field Agronomist, Finance Analyst) per department with access levels. These appear in staff profiles and filter dropdowns.
Teams
Teams sit within departments. Each team has a name, department, and assigned manager. Staff can be placed in teams for more granular performance management.
Quarters & Timelines
Define the four quarters of the fiscal year. Set start and end dates for each. Mark one quarter as Active — this determines which period KPIs are collected for. Only one quarter can be active at a time.
Staff Management
View, search, filter, create, edit, deactivate, and delete staff accounts.
1
Create a Staff Account
Click + Add Staff. Fill in first name, last name, email, department, role, and job title. A staff ID is auto-generated (e.g. TA-010). Set a temporary password — the staff member must change it on first login. A credentials banner shows the staff ID, email, and password after creation — save it to share with the staff member.
2
Approve a Self-Registered Account
Go to Pending Approvals in the sidebar. Click Approve ✓ to grant access, or Reject ✗ to remove the account. The user receives an in-app notification instantly.
3
Edit a Staff Account
In the Users table, click the pencil icon (✏️) next to the user. You can update their name, email, department, role, job title, and password. Leave the password field empty to keep the existing password.
4
Deactivate / Reactivate
Click 🚫 Deactivate to block a user's access immediately. Click ✅ Activate to restore it. The user receives a notification on each change.
5
Delete a Staff Account
Click the 🗑️ trash icon. A confirmation dialog appears before deletion. This action cannot be undone.
👑 Executive Dashboard
Accessed via index.html after logging in as an Executive. Provides a company-wide view of KPI performance and strategic objectives.
Key Features
•
BSC Perspective Overview
Four cards showing weighted average scores across Financial, Customer, Process, and Learning perspectives. Filter by department, BSC category, bracket, or status.
•
Company Objectives
Create and manage strategic company objectives. Link them to BSC perspectives and track progress percentages. Click New Objective to add one.
•
Department Scorecards
See each department's KPI performance summary. Click any department card to drill into department-level KPIs and objectives.
•
Bracket Summary Cards
Click any bracket card (Excellent, Good, Fair, Poor) to instantly filter the KPI table by that bracket.
•
Import KPIs (Bulk)
Click Import KPIs to upload a CSV file. Review the validation table before confirming the import. A template can be downloaded from the import modal.
•
Admin Panel Access
Executives have a user management icon in the sidebar footer that links to
admin.html for approving registrations and managing users.🏢 Head of Department Dashboard
The HoD view focuses on department-level performance, team KPIs, and approval management.
•
Department KPI Overview
See all KPIs from managers and employees in your department. Aggregated scores per person and per BSC perspective. Filter by team member, bracket, or status.
•
Department Objectives
Create department-level objectives linked to company objectives. Set targets, due dates, and BSC perspectives.
•
Approve KPIs
Navigate to Approval Workflow. Review submitted KPIs from managers and employees in your department. Approve or send back with a comment.
•
My KPI Workbook
Manage your own personal KPIs — create, edit, and submit for Executive review.
👔 Manager Dashboard
Managers oversee team KPI performance and handle employee KPI approvals.
•
Team Performance
See your team members' KPI submission status and individual scores. Filter by status, bracket, or BSC perspective.
•
Approve Employee KPIs
Go to Approval Workflow. Review submitted KPIs from your direct reports. Approve (moves to Approved) or Send Back (returns with your comment for corrections).
•
My KPI Workbook
Manage your own personal KPIs — create, edit, and submit to your HoD for review.
🌾 Employee Dashboard
Employees create and manage their own KPIs, track progress, and submit for review.
•
My Dashboard
Personal summary: your overall performance score, performance bracket, total KPIs, and submission status breakdown at a glance.
•
KPI Workbook
Your personal KPI spreadsheet. Add new KPIs, update actual values, and click Submit to send for your manager's review.
•
Resubmit Sent-Back KPIs
If a KPI is sent back, read the reviewer's comment in the KPI drawer (👁️ eye icon), make corrections, and click Resubmit.
🛡️ Admin Panel
Accessible at admin.html — linked from the Executive's sidebar. Provides user management capabilities for Executives.
Features
| Feature | Description |
|---|---|
| Admin Overview | Dashboard with total users, active accounts, pending, and executives count. Recent registrations table. |
| All Users | Full user list with search, filter by department and role, and pagination. Approve, deactivate, activate, and delete users. |
| Pending Approvals | Shows all self-registered accounts awaiting approval. Approve or reject with one click. |
| Departments | Visual department cards showing staff count per department with a progress bar. |
The Admin Panel is intended for Executives to handle day-to-day user management. For full system configuration (org settings, thresholds, teams, quarters), use the Super Admin Console.
📊 KPI Workbook
The KPI Workbook is the core data-entry tool. It's a spreadsheet-style table where you manage KPIs — add, edit, submit, and track performance.
KPI Fields Explained
| Field | Description | Required |
|---|---|---|
| KPI Title | Descriptive name (e.g. "Crop Yield per Hectare") | Yes |
| BSC Perspective | Balanced Scorecard category: Financial, Customer, Process, or Learning | Yes |
| Weight (%) | Importance relative to other KPIs. All KPI weights should add up to 100%. | Yes |
| Unit | Measurement unit (e.g. %, kg/ha, GHS, count, score) | Optional |
| Target | The goal value you aim to achieve | Yes |
| Actual | The value actually achieved so far | Optional |
| Lower is Better | Toggle on if a lower actual value is better (e.g. harvest loss rate, cost) | Optional |
| Formula | Description of how the actual is calculated | Optional |
| Linked Objective | Link this KPI to a department objective | Optional |
| Evidence | Source of data (e.g. "Field report Q1", "ERP export") | Optional |
Score Calculation
Standard (higher is better):
Lower is Better:
Weighted Average (overall score):
Live preview: The score preview in the KPI modal updates as you type target and actual values.
Score = (Actual ÷ Target) × 100, capped at 100%
Lower is Better:
Score = (Target ÷ Actual) × 100, capped at 100%
Weighted Average (overall score):
Σ(Score × Weight) ÷ Σ(Weight)
Live preview: The score preview in the KPI modal updates as you type target and actual values.
KPI Lifecycle (Status Flow)
Draft
→
Submit
→
Submitted
→
Review
→
Approved ✅
If the reviewer sends back:
Submitted
→
Sent Back ↩️
→
Edit & Resubmit
→
Submitted again
Inline Editing
For Draft or Sent-Back KPIs, you can click directly on the KPI title, weight, or actual value in the table to edit inline. The score recalculates instantly. Press Enter or click away to confirm.
Adding a KPI
1
Click "+ Add KPI"
Opens the KPI modal. Ensure you're on the "Mine" tab first.
2
Fill in required fields
Title, BSC Perspective, Weight (%), and Target are required. Fill in Actual, Unit, Formula, Evidence as available.
3
Save or Save & Submit
Click Save (Draft) to save without submitting, or Save & Submit to submit immediately for review.
Bulk Submit
Tick the checkboxes next to multiple Draft KPIs and click Bulk Submit to submit them all at once. Use the header checkbox to select all eligible KPIs.
CSV Import
Click Import KPIs and upload a CSV file. Download the template first. Required columns:
title,bsc,weight,unit,target,actual,lowerBetter,formula,evidence
BSC values must be:
financial, customer, process, or learning. Set lowerBetter to yes or no. Review the validation table before confirming — rows with errors will be highlighted.Attaching Files & Evidence
In the KPI modal, drag-and-drop files or click to upload supporting evidence. Files up to 10 MB are accepted. Attached files appear in the KPI drawer (👁️) for reviewers to see.
Weight Indicator
A badge at the top of the KPI table shows your current total weight. It turns green ✓ when weights total exactly 100%, amber if under, or red (over!) if over 100%.
✅ Approval Workflow
The Approval Workflow page shows a Kanban board with all KPIs and objectives grouped by status. Each role sees items relevant to their scope.
Kanban Columns
| Column | Meaning |
|---|---|
| Submitted | KPI has been submitted and awaits review |
| In Review | Currently being reviewed by an approver |
| Approved | KPI accepted — scores are now official |
| Sent Back | KPI returned to owner for corrections |
Approval Hierarchy
Who approves what:
🌾 Employees submit → 👔 Manager approves
👔 Managers submit → 🏢 Head of Dept approves
🏢 HoDs submit dept objectives → 👑 Executive approves
👑 Executive creates company objectives (self-approved or Board-level)
🌾 Employees submit → 👔 Manager approves
👔 Managers submit → 🏢 Head of Dept approves
🏢 HoDs submit dept objectives → 👑 Executive approves
👑 Executive creates company objectives (self-approved or Board-level)
How to Approve a KPI
1
Go to Approval Workflow
Click Approval Workflow in the left sidebar.
2
Find the KPI card
Submitted KPIs appear in the Submitted column. Filter by department, bracket, or status using the filter bar.
3
Click Approve or Send Back
Click Approve ✅ or Send Back ↩️. A modal appears — optionally add a comment. For Send Back, a comment is required to give the owner clear guidance.
4
Confirm
Click the confirm button. The KPI status updates instantly on the Kanban board. The owner receives an in-app notification.
🔔 Notifications
The platform sends in-app notifications for all key actions. A red badge on the bell 🔔 icon shows the unread count.
Notification Triggers
| Event | Who Gets Notified |
|---|---|
| Account approved by admin | The newly approved user |
| Account deactivated | The affected user |
| Account reactivated | The affected user |
| New account created by Super Admin | The new user (with their credentials) |
| KPI approved | The KPI owner |
| KPI sent back for revision | The KPI owner |
| KPI submitted | The designated approver |
Viewing Notifications
Click the 🔔 bell icon in the top-right header. A panel slides in from the right showing all your notifications, newest first. Click Mark all read to clear the badge.
Email Notifications (optional)
Email notifications require a free EmailJS account (free tier: 200 emails/month). To enable:
1
Create a free EmailJS account
Go to emailjs.com, register, and add an email service (Gmail, Outlook, etc.).
2
Create an email template
In EmailJS, create a template with these variables:
{{to_name}}, {{to_email}}, {{subject}}, {{message}}, {{from_name}}.3
Update js/notify.js
Open
js/notify.js, find EMAILJS_CONFIG at the top, and fill in your publicKey, serviceId, and templateId. Change configured: false to configured: true.🗺️ Strategy Map
The Strategy Map provides a visual layout of how company and department objectives flow through the four BSC perspectives: Financial, Customer, Process, and Learning & Growth.
How to read the Strategy Map
Each card represents a company or department objective. They are organised in columns by BSC perspective. Click any objective card to see its details, description, target, and current progress. Progress bars show the achievement percentage. Available to: Executive Head of Dept.
📋 Audit Trail
The Audit Trail is a chronological log of all significant actions taken on the platform. Available to Executive and HoD roles.
What's logged
Every KPI creation, edit, submission, approval, rejection, objective change, and user management action is recorded with the user's name, department, timestamp, and a description. Use the search and filters to find specific events.
🏗️ Organisation Settings
Configure global platform settings from the Super Admin Console. All settings are saved to the database and apply platform-wide instantly.
Quarters & Timelines
Define the four quarters of the fiscal year with start and end dates. Mark one quarter as Active — this determines the current KPI collection period.
Only one quarter can be active at a time. Setting a new active quarter automatically deactivates the previous one. Changing the active quarter affects all users' dashboards.
📈 Performance Thresholds
Thresholds define the score boundaries that separate the four performance brackets. Configured in the Super Admin Console under Performance Thresholds.
| Bracket | Default Range | Badge Colour | Meaning |
|---|---|---|---|
| 🟢 Excellent | ≥ 90% | Green | Exceeding or meeting targets at a high level |
| 🔵 Good | 75–89% | Blue | Solid performance, on track |
| 🟡 Fair | 60–74% | Amber | Below expectations, needs attention |
| 🔴 Poor | Below 60% | Red | Significantly underperforming, immediate action required |
Threshold changes saved in the Super Admin Console are stored in the database and take effect immediately for all users. The default thresholds match common OKR/BSC best practices.
👤 Staff Management (Detailed)
Available in both the Super Admin Console and the Admin Panel. Full CRUD for user accounts.
Adding a New Staff Member (Super Admin)
1
Click "+ Add Staff"
Found in the top-right of the Dashboard or Staff Management page in the Super Admin Console.
2
Fill in the form
Enter first name, last name, work email, department, role, and job title. A Staff ID (e.g. TA-010) is auto-generated. Enter a temporary password.
3
Save and share credentials
After clicking Create Account, a credentials banner shows the Staff ID, email, and temporary password. Copy and share securely with the new staff member — they'll be prompted to change their password on first login.
User Filters & Search
In the Staff Management table, use the search box to find users by name or email. Filter by department, role, and status (active, inactive, pending). Results paginate in groups of 15.
🏢 Departments & Teams
Departments and Teams are managed in the Super Admin Console. They structure how staff and KPIs are organised.
🏢 Departments
Create departments with a name, short code (e.g. OPS), brand colour, description, and an assigned Head of Department. Departments appear in all user dropdowns and filter controls.
👥 Teams
Teams sit within departments. Each team has a name and an assigned manager. Used for granular team-level KPI tracking.
Job Roles
Define job roles per department (e.g. Field Agronomist, Finance Analyst) with access levels. These appear in staff profiles, registration forms, and filter dropdowns. Roles are distinct from system roles (executive, hod, etc.).
🔐 Change Password
Staff accounts created by the Super Admin require a first-login password change. The platform redirects you automatically to change-password.html.
Password Requirements
| Requirement | Rule |
|---|---|
| Minimum length | At least 8 characters |
| Uppercase letter | At least one uppercase letter (A–Z) |
| Number | At least one digit (0–9) |
| Special character | At least one of: !@#$%^&*()_+ |
| Cannot reuse | New password cannot match the temporary password |
Steps
1
Enter your temporary password
Type the password provided by your Super Admin in the "Current Password" field.
2
Enter and confirm your new password
The strength meter shows requirements met in real time. The passwords must match exactly.
3
Click "Set Password"
On success, you're redirected to your role's home page. You won't be asked to change it again.
⚠️ Error Messages & Troubleshooting
Here are every error message you may encounter, what it means, and how to fix it.
Login Errors
Please enter your email and password.
One or both fields are empty.
✔ Fill in your email address and password before clicking Sign In.
Invalid email or password.
The credentials don't match any account in the database.
✔ Double-check spelling. Use lowercase email. Password is case-sensitive. Demo password is
123456. If newly deployed, visit setup.html first to seed the demo accounts.
Account inactive. Contact your Super Admin.
Your account has been deactivated by an administrator.
✔ Contact your Super Admin or Executive to reactivate your account.
Account Pending Approval screen
Your self-registered account hasn't been approved yet.
✔ Contact your Super Admin or Executive to approve your account from the Pending Approvals screen.
Connection error. Please try again.
The app couldn't reach the database.
✔ Check your internet connection and refresh the page. If newly deployed, visit
setup.html to initialise the database.Registration Errors
Please enter your full name.
The name field is empty or incomplete.
✔ Enter both first and last name in the respective fields.
Please enter a valid email address.
The email field is empty or not a valid email format.
✔ Enter a properly formatted email (e.g. name@company.com).
An account with this email already exists. Please sign in.
Another account is already registered with this email.
✔ Switch to the Sign In tab and log in with your existing account. If you forgot your password, contact your Super Admin.
Password must be at least 6 characters.
The registration password is too short.
✔ Use at least 6 characters in your password.
Passwords do not match.
The two password fields have different values.
✔ Re-type both passwords. Check for spaces at the end.
Executive and Super Admin accounts can only be created by the system administrator.
You selected Executive or Super Admin as your role during self-registration.
✔ Select a different role (HoD, Manager, or Employee). Executive accounts must be created by the Super Admin.
KPI Errors
KPI title is required.
You tried to save a KPI without a title.
✔ Enter a descriptive name in the KPI Title field before saving.
Weight is required.
The Weight (%) field is empty.
✔ Enter a number between 1 and 100. All KPI weights should total 100%.
Target is required.
The Target field is empty.
✔ Enter a numeric target value for this KPI.
Weight: X% (needs 100%)
Your total KPI weights don't add up to 100%.
✔ Adjust weight values so they sum to exactly 100%. The weight indicator badge at the top of the table shows your running total.
[filename] exceeds 10MB limit.
A file you tried to attach is too large.
✔ Compress the file or use a different format. Maximum attachment size is 10 MB per file.
No KPIs match your filters
The current filter combination returns no results.
✔ Click All on the status chips, clear the search box, and reset any dropdowns to "All".
Admin / Settings Errors
Organisation name is required.
The Org Settings form was submitted with an empty name.
✔ Enter your organisation name before clicking Save Settings.
Name and code are required.
A department was saved without a name or code.
✔ Fill in both the Department Name and the Code (e.g. OPS) fields.
Email already registered.
Creating a staff account with an email that's already in the system.
✔ Use a different email, or find the existing account in Staff Management.
First and last name required.
First name or last name field is empty in the Add Staff form.
✔ Fill in both first and last name fields.
Valid email required.
The email in the Add Staff form is blank or improperly formatted.
✔ Enter a properly formatted email address.
Temporary password is required for new accounts.
Creating a new staff account without setting a temporary password.
✔ Enter a temporary password in the Add Staff form. The staff member will change it on first login.
Could not save settings / Error creating account.
A database or network error occurred while saving.
✔ Check your internet connection and try again. If the problem persists, refresh the page.
Password Change Errors
Please enter your temporary password.
The "Current Password" field is empty.
✔ Enter the temporary password provided by your Super Admin.
New password must be at least 8 characters.
The new password is too short.
✔ Use at least 8 characters in your new password.
Password must contain at least one uppercase letter.
No uppercase letter found in the new password.
✔ Add at least one capital letter (A–Z) to your password.
Password must contain at least one number.
No digit found in the new password.
✔ Include at least one number (0–9) in your password.
Password must contain at least one special character.
No special character found in the new password.
✔ Add a special character such as
! @ # $ % ^ & *.
Passwords do not match.
The new password and confirmation field differ.
✔ Re-type both passwords carefully. Check for trailing spaces.
New password cannot be the same as your temporary password.
You tried to set the same password as the temporary one.
✔ Choose a completely different password.
Temporary password is incorrect.
The "Current Password" field doesn't match what was set by the admin.
✔ Ask your Super Admin for the correct temporary password from the credentials banner they saw when creating your account.
❓ Frequently Asked Questions
Why can't I log in after deployment?
After a fresh deployment, the database is empty. Visit
[your-url]/setup.html and click Initialise Database to seed all demo accounts. This needs to be done once per environment.
I registered but can't log in — it says "pending approval".
Self-registered accounts require approval from a Super Admin or Executive. Ask them to go to Pending Approvals (in the Super Admin Console or Admin Panel) and click Approve next to your name. You'll receive an in-app notification once approved.
How do I reset a user's password?
As Super Admin, go to Staff Management, find the user, click Edit (✏️ pencil icon), and enter a new temporary password in the Password field. Enable the Force password change on next login flag. The user will be prompted to set a new password when they next log in.
Can multiple people be logged in at the same time?
Yes. Sessions are stored in the browser's sessionStorage, which is independent per browser tab. Multiple users can be logged in simultaneously from different browsers, devices, or tabs.
Why do my KPI edits appear to reset when I navigate away?
The KPI Workbook uses in-memory (session) data that is shared across the app while you're logged in. Navigating between screens within the app keeps your edits. However, refreshing the browser page or logging out resets the in-session data to the demo dataset. User accounts, org settings, departments, teams, and notifications are all fully persisted to the database.
How do I enable email notifications?
See the Notifications section for full EmailJS setup instructions. You'll need a free EmailJS account with your public key, service ID, and template ID. Edit
js/notify.js with your credentials and set configured: true.
What does BSC mean?
Balanced Scorecard (BSC) is a strategic performance management framework that evaluates an organisation from four perspectives:
💰 Financial — Revenue, profit, cost efficiency
👥 Customer — Satisfaction, retention, market share
⚙️ Internal Process — Efficiency, quality, operational excellence
📚 Learning & Growth — Training, innovation, employee development
💰 Financial — Revenue, profit, cost efficiency
👥 Customer — Satisfaction, retention, market share
⚙️ Internal Process — Efficiency, quality, operational excellence
📚 Learning & Growth — Training, innovation, employee development
How is a KPI score calculated?
Standard (higher is better): Score = (Actual ÷ Target) × 100, capped at 100%.
Lower is Better: Score = (Target ÷ Actual) × 100, capped at 100%.
The weighted average is: Σ(Score × Weight) ÷ Σ(Weight).
A live score preview shows in the KPI modal as you type target and actual values.
Lower is Better: Score = (Target ÷ Actual) × 100, capped at 100%.
The weighted average is: Σ(Score × Weight) ÷ Σ(Weight).
A live score preview shows in the KPI modal as you type target and actual values.
Can I export KPI data?
CSV export is planned for a future version. Currently, you can use the browser's Print function (Ctrl+P or ⌘+P) on the KPI Workbook to print or save as PDF. The print stylesheet hides the sidebar and header for a clean output.
The platform is slow to load — what can I do?
The platform loads Google Fonts, FontAwesome, Chart.js, and Feather Icons from CDN. On first load this can take 5–20 seconds depending on your internet speed. Subsequent loads are much faster due to browser caching. Ensure a stable internet connection.
How do I access the platform on a mobile device?
The platform is fully responsive. On mobile, the sidebar is hidden by default — tap the ☰ icon in the top-left to open it. Tables scroll horizontally, modals become full-width, and all touch interactions are supported. For the best experience on small screens, use the browser in landscape mode.
Why is there an "Objective title is required" error when I haven't touched the title?
The title field may have been accidentally cleared. Click the New Objective or Edit button again, ensure you type a non-empty title in the Title field, then click Save.
📖 Glossary
Quick reference for all terms used in the platform.
| Term | Definition |
|---|---|
| BSC | Balanced Scorecard — a strategy management framework with four perspectives: Financial, Customer, Process, Learning & Growth |
| KPI | Key Performance Indicator — a measurable value that tracks progress toward a specific target |
| Target | The goal value a KPI is measured against (what you aim to achieve) |
| Actual | The real, achieved value of a KPI so far |
| Score | Calculated percentage (0–100%) showing how close the actual is to the target |
| Weight | The relative importance of a KPI compared to others. All weights should sum to 100% |
| Weighted Average | The overall performance score accounting for the weight of each KPI: Σ(Score × Weight) ÷ Σ(Weight) |
| Lower is Better | A flag indicating a smaller actual value is better (e.g. cost, error rate, harvest loss) |
| Bracket | Performance category: Excellent (≥90%), Good (75–89%), Fair (60–74%), Poor (<60%) |
| Draft | KPI created but not yet submitted for review — editable |
| Submitted | KPI sent to reviewer, awaiting a decision |
| In Review | KPI currently being reviewed by an approver |
| Approved | KPI accepted by the reviewer — scores are official and locked |
| Sent Back | KPI returned to owner with a reviewer comment for corrections; owner can edit and resubmit |
| HoD | Head of Department |
| Super Admin | System administrator with full platform control over settings, users, and configuration |
| Fiscal Year | 12-month period used for financial reporting and KPI tracking |
| Quarter | A 3-month period (Q1–Q4) within the fiscal year; only one is active at a time |
| Staff ID | Auto-generated unique identifier for each staff member (e.g. TA-001) |
| Threshold | The score boundary that separates performance brackets (configurable by Super Admin) |
| Evidence | Source document or system used to verify a KPI's actual value (e.g. field report, ERP export) |
| Company Objective | A strategic goal set at the company level, linked to a BSC perspective |
| Department Objective | A goal set at the department level, usually linked to a company objective |
| Kanban Board | A visual board in the Approval Workflow showing KPIs grouped by their status |
| mustChangePassword | A flag on a user account that forces a password change on the next login |
| sessionStorage | Browser-level storage that keeps your login session active until the tab or browser is closed |
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