Creating Scorecard Templates

Templates specify the division and type of employee for whom it's used.

When you run the scorecard wizard, the system uses a template that matches the employee’s division and type. If more than one template matches, the system uses the template with the lowest identification number in the Configure field.
  1. Open the Score Card Templates screen.
  2. Right-click in the detail pane and select Add New Record.
  3. In the Level field, select Review.
  4. In the Configure field, enter an identification number.
    This number can't be used in another template or template component.
  5. In the Abbreviation field, enter an identifier.
    The identifier can have a maximum of eight characters.
  6. In the Appraisal Title field, enter a name for the scorecard template.
    This title appears in the Profile field when you run the Employee Score Card Wizard for employees using this template.
  7. In the Division Group field, select the division for employees using this template.
  8. In the Employee Type Group field, select the group of employee types using this template.
  9. Select Save: Save
Templates appear in numerical order by the Configure field values.
Score Card templates
You can now add sections to the template.