Expand All
Collapse All
About Scorecard
The Scorecard module enables transit agencies to create customized employee review forms, determine which employees are due for evaluation, and gather employee performance statistics.
Loading the Appraisal Module
To use Scorecard, the appraisal screen module must be included in your Client Shell extensions.
Properties Affecting Scorecard
Properties are set to define how Scorecard can be used.
About Scorecard Templates
You can create customized scorecard review forms.
Creating Scorecard Templates
Templates specify the division and type of employee for whom it's used.
Adding Sections to Scorecard Templates
After you create a template, you can add sections to it. Sections let you group scorecard information.
Adding Pages to Scorecard Sections
After you create a section in your scorecard template, you can add pages (subsections) to it.
About Text, Statistics, and Comments
After you create a page in a scorecard template, you can specify content to include on the page.
Modifying Scorecard Templates
Edit and delete scorecard templates or their components.
About the Employee Score Card Wizard
You can run performance reviews using the Employee Score Card Wizard.
Running Scorecard Reviews
Once the scorecard template is complete, you can run scorecard reviews for your employees.
Updating Scorecard Reviews
Employee scorecard reviews can be updated after they are conducted. This is useful if there wasn't time to complete the review or if not all information was available at the time of the original review.
Deleting Scorecard Reviews
If needed, you can delete employee scorecard reviews.
Locking Scorecard Reviews
Completed employee scorecard reviews can be locked.
Employee Appraisal Report
The Employee Appraisal report provides information from employee scorecard reviews.
About Employee Statistics
Detailed absence, accident, and incident statistics can be viewed for individual employees.
Viewing Employee Statistics
View statistics for either a single employee or a group of employees.
Generating Employee Counts
You can show the number of employees with particular types and statuses in specified divisions in specified date ranges.