The Performance Scoring application mirrors each unique company role and job title. To create custom company roles, first log into your company’s Performance Scoring application. Once logged in, see the menu on the left side of the screen, click “Manage” and a dropdown menu will appear, select “Manage Roles.” How to create or edit custom company roles, company roles performance management application, company roles performance scoring, how to edit company roles in performance management application

If you are setting up the application for the first time this page will appear blank, otherwise it will have a list of your company’s roles in the order that they were created. Select the “ADD NEW” button at the top of the page to create a new role. First enter the role, a description of that role and the status. Then select the respective permissions within the application to be associated with that role, a list defining each permission is available in the description. Finally select “ADD NEW ROLE” to create the role. Roles can be edited or made inactive by selecting “Edit” from the “Manage Roles” page and updating the role properties. For additional support please contact your account manager or  email support@performancescoring.com. 

*Permissions: 

  • Score Users: The role will have the ability to score other users. 
  • Login: The role will have the ability to log into your company’s Performance Scoring application. 
  • Add Scorecard: The role will have the ability to add new ScoreCards. 
  • View Scorecard: The Role will have the ability to view active ScoreCards. 
  • View Reporting Employees ScoreCard: The Role will have the ability to view the ScoreCard of all employees. 
  • View Reporting Employee FactorCard: The role will have the ability to view the FactorBoard. 
  • View Profile: The role will have the ability to view their profile within your company’s Performance Scoring application. 
  • Edit profile: The role will have the ability to edit their profile within your company’s Performance Scoring application. 
  • View Self ScoreCard: The role will have the ability to view their ScoreCard. 
  • Bulk Employee Upload: The role will have the ability to bulk upload/import employees. 
  • User Management: The role will have the ability to add and edit other users. 
  • Manage Factors: The role will have the ability to create and edit factors. 
  • Manage Roles: the role will have the ability to create and edit roles. 
  • Is Non-Reportable: the role is not able to be scored. 
  • View All Master ScoreCards: The role has the ability to view all ScoreCards.

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