Scorecard User View
Users with the User permission for Scorecard can only view their own scorecard results.
Scorecard permission and access are set up on the page and on the page.
Administrators and managers with the Executive and Manager permissions for Scorecard can examine the results of individual scorecards that are assigned to them.
When a scorecard is opened, you can see the scorecard's list of categories and the level of achievement.
to export the grid contents to a .csv or Excel®
file.In addition to the specific criteria set up for each category in Manage Scorecards, Achievement, Achievement %, and Award rows are added to the grid. The total individual, organization, and financial institution (FI) Achievement % values are combined into the Award $ as % graph. The Award Before Adj values for each individual category are also graphed.
If a scorecard has more than one category per level type, then a weighted score column appears to the right of each group of categories. The summary columns that may appear are Individual Weighted Score, Org Weighted Score, and Institution Weighted Score.
If you examine one category, such as the Organization Financial Performance category, then you can see how the calculations work.
- Base - $1,250,000 is the guidance for the branch.
- Objective - $1,500,000 must be achieved before the full incentive amount for the category is paid.
- Achievement - $1,369,799 is the estimated actual achievement level for the year.
- Achievement % - 47.919 percent is calculated as the achievement amount between the Base and Objective.
- Opportunity - $9,600, or 20 percent, of the compensation is the initial set opportunity.
- Award - $4,600 is 47.919 percent of $9,600, which is the forecasted award for this category.
Incentive Performance Score provides the cumulative totals. The Award amount shows the total incentive forecast.