Performance Scoring Knowledge Base

Performance Management Application Support Articles

FAQ

Knowledge Base

How do I create or edit factors?

Performance Scoring gives your organization the ability to measure what matters by creating and editing Factors. Factors are the objective measurables that your organization knows lead to greater successes and less failure. 

To create or edit Factors 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 Factors.” 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 Factors grouped by ScoreCards. Click the “ADD NEW” button at the top of the page to create a new Factor 

First enter the Factor name in the “Factor Name” field and select the ScoreCard that this Factor will be associated with from the “ScoreCard” dropdown. Then enter the numerical Factor value in the “Factor Value” field and whether the value is positive or negative from the “Score Type” dropdown. The Factor value and score type are both weighted by your organization as you see fit. Select the status “Active” if you wish for the Factor to be visible. Likewise, “Inactive” if you do not want the Factor visible at this time and click “ADD NEW FACTOR.”  

Factors can be edited or made inactive by selecting “Edit” from the “Manage Factors” page and updating the Factor properties. For additional support please contact your Account Manager or leave a reply at the bottom of this page. 

The following video demonstrates how to easily create or edit these Factors within the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

 

How do I use the Reports To function?

The company Reports To function allows the Performance Scoring application to mirror the hierarchy and organizational chart of any company. To use the company’s Reports To function in Performance Scoring; first login to your company’s Performance Scoring application. Once logged in, see the menu on the left side of the screen. Next click “Manage” and a dropdown menu will appear. Then select“ScoreBoard” for numerical scores or “FactorBoard” for entries. 

To filter down the ScoreBoard or FactorBoard see the “Report To” dropdown at the top of page. Likewise, select the dropdown and search by employee name. Select the desired name to filter down the ScoreBoardor FactorBoard view to the specific employee and all employees that report to them. Finally, to edit or update this function change the “Reports To” field in the “My Profile” tab. 

The following video demonstrates how easy it is to use the Reports To function within the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.  

How easy is it to login?

To login to the company’s Performance Scoring application, first of all type in your company’s correct Performance Scoring URL. This will be (yourcompanyname.performancescoring.com). This will bring up your company’s Performance Scoring home page. Select the “User Login” button and this will bring up the company’s login page. 

To login select “Email” and type in your designated company email. Likewise, select “Password” and type in your personal password. If you have forgotten your password, select “Forgot Your Password?” above login button. 

Because this will bring up a Reset Password prompt, type in your company email and select the send password reset link. You will be sent a reset password request via email. Once you have entered your email and password, select Login. Once logged in, the homepage will be you’re My Performance Score.

The following video demonstrates how easy it is to login to the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

How can I view recent ScoreCard entries?

To view a recent ScoreCard for your company first login to your company’s Performance Scoring application. Once logged in, see the menu on the left side of the screen and click “ScoreCards.”

A dropdown menu will appear where employees can select to view a ScoreCard and see entries dating back 30 days. From there the employee can sort the ScoreCard by column. This includes sorting by date, employee name or factor type. Sort by clicking on the name at the top in which they would like to sort by. There is also a search bar at the top of the pageto search for specific employees, factors, dates or factor values. Factors can also be edited from the recent ScoreCard if the user has permission by selecting “EDIT” on the far right of the entry.

To view entries beyond 30 days a date range filter is in the “ScoreBoard” and “FactorBoard“pages.

The following video demonstrates how easy it is to view recent ScoreCard entries. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

How do I create company roles?

To login to the company’s Performance Scoring application, first of all type in your company’s correct Performance Scoring URL. This will be (yourcompanyname.performancescoring.com). This will bring up your company’s Performance Scoring home page. Select the “User Login” button and this will bring up the company’s login page. 

To login select “Email” and type in your designated company email. Likewise, select “Password” and type in your personal password. If you have forgotten your password, select “Forgot Your Password?” above login button. 

Because this will bring up a Reset Password prompt, type in your company email and select the send password reset link. You will be sent a reset password request via email. Once you have entered your email and password, select Login. Once logged in, the homepage will be you’re My Performance Score.

The following video demonstrates how easy it is to login to the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

What does the ScoreBoard Drill Down display?

Log into your company’s Performance Scoring Application (yourcompany.performancescoring.com) to access the ScoreBoard Drill Down. Upon logging in, click “Manage” on the menu to the left. Then in the dropdown menu locate “ScoreBoard” and select it. At the top of the page you will see the ScoreBoard Bar Graph. This drill down allows certain employees to see the category or department scores as a percentage of each ScoreCard. 

To drill down the category information into performance level (top, medium and bottom) click on the category’s bar. Next the bar graph can be drilled down to individual employees within that specific category and performance level.  

To view a different performance level or category select “Back to ScoreBoard” button at the top of the graph. 

Furthermore, the ScoreBoard dates have a filter option. By selecting the dates you wish to view next to “Date Range” all scores will reflect this time period. Additionally, you can sort the ScoreBord Drill Downis by select the  “Reports To” dropdown and selecting an employee. Consequently, a supervisor is able to view employees that report to them directly, as well as employees that report to their employees in cases where their employees are also supervisors.

The following video demonstrates how easy it is to login to the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

How do I use the FactorBoard?

To use the FactorBoard first log into your company’s Performance Scoring application (yourcompany.performacescoring.com). See the menu on the left of the screen, click “Manage” and a dropdown menu will appear, select “FactorBoard.” Here you will find each entry in tabled form displaying “Employee Name”, “ScoreCard”, “Factor Name” and “Total Factors.” You can also sort by these columns or via the search bar above the table.  

A date range filter is also available and allows you to view specific dates. A company hierarchy filter is also available by using the “Reports To” feature. You can also export into CSV, Excel or PDF files as well as copy or print by selecting the respective button.

The following video demonstrates how easy it is to use the FactorBoard within the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

What are some of the key features in using the ScoreBoard?

Log into the company’s Performance Scoring application (yourcompany.performancescoring.com). Next, look to the menu on the left side of the screen, and select “Manage”. Then select “ScoreBoard” from the dropdown menu that appears. As a result you will see the ScoreBoard, which reflects the relative scoring of employees and ScoreCards. This relative scoring provides insight into company wide performance and productivity trends. 

You can filter the ScoreBoard by date range by selecting the dates that you wish to view.  Similarly you can sort by employee name and scorecard category by selecting the respective name at the top. Furthermore, you can view specific employees by using the dynamic search bar. Finally, the data can be exported into CSV, Excel or PDF files as well as copied or printed by selecting the respective button.

The following video demonstrates how easy it is to use the ScoreBoard within the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

How do I score employees?

Log into your company’s Performance Scoring Application (yourcompany.performancescoring.com). Next, look to the menu on the left side of the screen, and select “Manage” and a dropdown menu will appear.  Select “Add New Entry”.  

Type in the employee’s name to be scored in the “Employee Name” field. Select the ScoreCard type from the “Entry Type” dropdown. Type in an invoice number, this is a reference identifier that ties the entry to your organization. Then select the Factor from the “Factor Name” dropdown and the corresponding factor value will auto populate. You may add additional notes if you please. Select “Add New Entry” to submit the entry. You are able to edit entries from the “ScoreCards” tab for 24 hours after submitting the entry. As a result, if you need to edit or remove an entry after 24 hours, please notify your Account Manager at Performance Scoring.

The following video demonstrates how easy it is to score employees within the application. For even more visit us on LinkedIn and visit www.performancescoring.com for more info.

How do I import or update employee information?

Log into your company’s Performance Scoring application (yourcompany.performancescoring.com) to bulk import or update employee list or census. Once logged in click “Manage,” then click “Bulk Import/Update.”  Once selected, you will be forwarded to the “Import/Update Employee”.  Click “Download example CSV,” this will provide the format to bulk import/edit employees. Use of a company census or some other payroll report will be handy, as you can cut and paste to match the fields of the Example CSV. 

Once you have saved the CSV file in the format on the Example CSV, it is time to upload it. From there, click “Select CSV”, and it will open your computer’s saved documents. When opened, select your company’s CSV file.  Import your previously edited “Example CSV.” Once imported select the “Upload CSV” and it will autogenerate your employee’s scorecards. You will notice once imported, if there are errors you will be able to notice before you complete the save function.

For even more visit us on LinkedIn and visit www.performancescoring.com for more info.    

Create or Edit ScoreCard Categories

Create or Edit ScoreCard Categories is super quick and simple. First, login to your company's Performance Scoring System. Next, from the Manage tab on the left, select Manage ScoreCard Categories. This will take you to the Score Card Categories Page, where you can see...

Org Chart

The Org Chart feature displays your company org chart color-coded by performance score for the previous 30 days. To use the Organizational Chart feature first login to your company’s performance scoring application. Once logged in, see the menu on the left side of the...

How to Create/Edit Custom Company Roles-

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...

My Performance Score

The MyPerformanceScore page displays your PerformanceScores for each ScoreCard Category that you are scored in relative to your peers that are also scored in these categories. It also displays your overall performancescore. To view the MyPerformanceScore page first...

Push Notifications for Performance Scoring

Push Notifications for Performance Scoring Push Notifications are scheduled emails of performance data that Performance Scoring sends to users to ensure participation. To create or edit a notification; first log into your company’s Performance Scoring application....

Usage Report

Usage Report for Performance Scoring This report displays the participation and engagement of users by showing their number of logins and scores. To use the Usage Report feature first login to your company’s performance scoring application. Once logged in, see the...

Create Custom Role(s) to Your Company Performance Scoring Application

Log into your company’s Performance Scoring portal to create a custom company role. View the menu on the left side of the screen, click “Manage.” A dropdown menu will appear. Then click “Employee Management.” This function allows the addition of employees to manage...

How to Score Users

Log into your company’s Performance Scoring Application (yourcompany.performancescoring.com). Next, look to the menu on the left side of the screen, and select “Manage” and a dropdown menu will appear.  Select “Add New Entry”.   Type in the employee’s name to be...

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