The Scorecard Side-tabs provide additional metrics related to the scoring and performance of your goals.
The Strategic Scorecard displays Strategic Goals and objective that have been linked
The Scorecard
Note: To remove records from the Scorecard View, double-click a record
•
|
Select the Scoring Tab from the Record Details
|
The Lead Performance Review Dashboard
Lead Personal Performance Review Dashboard provides a view that displays individual scorecards per goal by lead person assigned and those goals that are checked for Performance Review. For example, if you are a Direct Report Manager, by selecting a user from the User Filter on the toolbar drop down, and they are the lead person assigned to the goal, and an established scoring criteria exists for the goal, you can easily monitor the performance on the Personal Performance view.
The following criteria must be met before goals are displayed on the Personal Performance view:
1.
|
The Performance Review check box must be configured and checked on the Goal and Related Details window
|
2.
|
The person assigned to the goal must be the lead (have an asterisks next to their initials) in the Who field
|
3.
|
The scoring criteria is established
|
To display goals on the Personal Performance view of the Scorecard, follow the steps below:
Configure the Performance Review checkbox on the Goal Details window
1.
|
Select a goal, for example in the Main Workspace View
|
2.
|
Right-click in an empty space on the Goal Details Window 
|
3.
|
Show Customization Form will be displayed
|
4.
|
Select Performance Review in the Customization List and drag it on to the Goal Details Window
|
 
5.
|
Click the Save icon in the Customization window
|
6.
|
Close the Customization Window by click the x
|
7.
|
The performance review field is now displayed
|
Select the Performance Review check box for each goal you would like displayed on the Lead Performance View
Follow the steps below to establish a Scoring Criteria
1.
|
Select the Scoring tab in the Goal Details Window
|
2.
|
Complete the pertinent information
|
To view the goals on the Personal Performance tab,
1.
|
Select the Scorecard view
|
2.
|
Select the Personal Performance Tab
|
3.
|
The goals that meet the criteria described above will be displayed
|
|