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SCORECARD SET-UP GUIDE FOR ADMINISTRATORS


Scorecard Set-Up For Administrators

1. Configure Scorecard: Firstly configure Scorecard by adding the relevant Scorecard Category names: Select “Add-ons”, “Scorecard”, “Configure Scorecard” – add the relevant categories and ensure they are enabled with a tick.

2. Creating and Inputting into Job Profiles: Select “Division”, “Job Profiles”, “Add profile” and “Save”

Scorecard Set up Guide for Administrators

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Adjust the weightings for the Scorecard pillars to suit the job profile.

Select the Scorecard Templates

Add the relevant Category, KPA, Target, Weighting, and Score Definition (If required) and “Save KPA�

Scorecard Set up Guide for Administrators

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3. Allocation of Job Profiles to Users: Once job profiles have been added, you can now allocate these specifically to users. Once users have been registered (or when adding a new user), select “Division”, “User Management”, “edit” against a particular name, and select the relevant job profile from the drop down list.

4. Setting Up an Appraisal Period: Select “Add-Ons”, “Appraisal period”, “Manage Appraisal periods”, and “add new Appraisal period”

You will add in the relevant detail – name, start and end dates of the appraisal period. De-select the irrelevant add-ons, and make sure only “Scorecard” is ticked, and a weighting added (eg. 100% in the case of Scorecard only)

Scorecard Set up Guide for Administrators

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Once completed, you will need to Activate the appraisal period. This is done by selecting “Add-ons”, “Appraisal periods”, “Manage Appraisal Periods”. Select the “X”, Activate and Save.

Scorecard Set up Guide for Administrators

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Scorecard Set Up Guide For Administrators  

A guide for Administrators on how to set up / configture scorecard categories, weightings etc.

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