Manage Scorecards
You can set up scorecards on the Manage Scorecards setup page.
On the Manage Scorecards page, you can:
- Create and maintain scorecards.
- Set up and modify custom categories.
- Enter goal achievement values and make monthly adjustments manually.
- Set the global scorecard parameters.
The four Manage Scorecard setup pages are:
- Manage Scorecards
- Use this page to create scorecards and define how a user's goal achievement is measured. You can also delete, edit, or copy existing scorecards.
- Performance Measures
- Use this page to select and define categories. Categories are standard and custom performance measures. When scorecards are set up on the Manage Scorecards page, categories are selected and defined.
- Achievement/Adjustments
- Use this page to complete the monthly update for the targeted month and year before the monthly scorecard results are published. An administrator must enter all manual achievement values for the current month and make necessary adjustments.
- Parameters
- Use this page to define and store scorecard-specific parameters. These settings do not increase a user's incentive opportunity, but the values that you enter allow a user to over-perform in one category to offset a shortage in another.
