Create scorecards to evaluate and monitor the performance of strategy elements, accountability elements, and employees. Define multiple scorecards for these objects to assess performance using different criteria.
To create scorecards:
From the Object View, select the subject as follows:
For a primary strategy or accountability element scorecard, perform these steps:
Select Strategy Trees or Accountability Maps.
Expand the hierarchy, select the element, and click the Scorecard tab on the page that is displayed.
For a secondary strategy or accountability element scorecard, perform these steps:
Select Strategy Trees or Accountability Maps.
Expand the hierarchy, select the element, and then select the Scorecards folder.
Right-click Scorecards, and select Add.
To create an employee scorecard:
Select Employee List.
Perform a task:
For a primary scorecard, select the employee and then select the Scorecard tab on the Employee Profile page that is displayed.
For a secondary scorecard, right—click the Scorecards folder beneath the employee, and select Add.
Optional: To add components from a scorecard template click Select in Template and choose the template.
All template components are added to the scorecard. You cannot modify weights.
If the template is locked, you cannot add measures and scorecards, or modify those inherited from a template.
Optional: Select Primary if you are a manager creating a scorecard to evaluate the performance of an employee.
See Adding Components.