Create a Score Card

  1. Go to Reports > Score Cards

    The Score Cards page appears.

  2. Click Create Score Card button located on the top right corner.
  3. Enter a title in the Name of the Score Card field.
  4. Click Select Form Template dropdown to select a form template.
  5. Select below options for the Employee filter based on dropdown as per your requirement.
    • Hierarchy: Allows you to filter the data based on hierarchy.
      • Immediate: Choose this option to filter the data of the immediate reporting associates.
      • Hierarchy: Choose this option to filter the data of all the associates in your hierarchy.
    • Role Based: Allows you to filter the data based on roles.
  6. Optional: Click Enable Target to Score Card checkbox to define targets. Configure the below options as per your requirement.
    • Target For each Employee: Enter the target for each employee.
      • Including Manager: Select this option to apply the target to manager.
      • Excluding Manager: Select this option to exclude the manager from the target.
    • Employee Level Target: Allows you to define targets individually.
  7. Click Save.