Scorecards in Team GPS are a valuable feature designed to help you communicate clear expectations and key performance indicators (KPIs) for employees based on their specific job roles (designations). This tool allows you to create and apply scorecards to various designations, making it easy to track employee performance and productivity. In this article, we will walk you through setting up and using scorecards in Team GPS, including how to apply them to team members.

TABLE OF CONTENTS

• Why create Scorecards?
• Before You Begin
• Setting up a Scorecard
• Applying a Scorecard to an Employee
• Monitoring Scorecards
• Available Automated KPIs
• Creating Manual KPIs
• Conclusion

Why create Scorecards?

Define Expectations: Scorecards allow you to define clear, measurable KPIs for each designation in your organization, helping employees understand what is expected of them.

Track Performance: Scorecards enable you to track employee performance against the defined KPIs and success measures, making it easy to manage productivity and identify areas for improvement.

Monitor Progress: Scorecards allow both managers and employees to monitor progress over time and assess whether performance targets are being met.

Before You Begin

In order to create Scorecards and assign to team members you must first ensure you have entered Job Designations to select from and applied these to your employees. 

How to manage Designations in Team GPS

You will also want to integrate with MSPbots prior to creating your Scorecards so that you have the most available KPI options to populate on your Scorecards.

MSPbots Integration

Setting up a Scorecard

Follow these steps to create a scorecard for a specific designation in Team GPS:

1. Create a Scorecard
   1. Navigate to Admin Settings > Organization > Scorecards.
   2. Click Create Scorecard
   3. Select the designation or job role for which you want to create the scorecard.
2. Name the Scorecard
   
   • Enter the scorecard name. It is a good practice to name the scorecard after the designation followed by "Scorecard" for clarity.
3. Add Automated KPIs (Success Measures)
   
   • On the left side of the screen, you will see a list of automated KPIs based on your integrations coming from the MSPbots tool integration
   • Toggle on the KPIs you want to track for the selected designation. These will appear on the right side of the screen as part of the scorecard preview.
4. Set KPI Targets
   
   • Click on the actions menu and select "Edit" for each KPI you have added.
   • Define the success measure, including the target, operator (e.g., greater than or equal to), and whether the KPI is a number or percentage.
   • Set the target value for the KPI. For example, if you want employees to resolve an average of seven tickets per day, set the target as "greater than or equal to" and input the value "7."
5. Save the Scorecard
   • Once you have set the targets and defined the success measures, click "Save" to finalize the scorecard.

More details about the Automated Success Measures can be found below in the Available Automated KPIs section 

Applying a Scorecard to an Employee

After you have created a scorecard for a specific designation, you need to assign it to the appropriate team members. Here’s how to do it:

1. Assign Team Member to Designation
   
   • Navigate to Admin Settings > Organization > Employees and select the employee you would like to assign the scorecard
   • Assign the team member to the appropriate designation (job role) that has the scorecard you just created.
2. Verify External Member ID
   
   • After integrating your PSA tool (e.g., ConnectWise Manage), make sure the external member ID is correctly entered in the employee's profile.
   • This step is crucial for ensuring that the scorecard and success measures are applied correctly based on the employee's PSA tool data.

When you assign a team member to a Designation that has a Scorecard tied to it, the Scorecard will automatically apply all the Success Measures and targets on the Scorecard for that Employee

Monitoring Scorecards

Once a scorecard is created and assigned, you can monitor employee performance and progress:

Employee Dashboard: Assigned employees can view their scorecard on their dashboard, providing a quick overview of their performance and whether they are meeting the targets.

1:1 Meetings: Scorecards can be used as part of one-on-one meetings with employees, helping you track and discuss performance.

Available Automated KPIs

The following table lists the available automated KPIs (success measures) in Team GPS, along with a description and the formula used to calculate each measure:

Creating Manual KPIs

In addition to automated KPIs, you can create manual KPIs to be used in scorecards:

1. Define Manual KPIs
   
   • Navigate to Admin Settings > Organization > Success Measures
   • Create a new success measure by providing a name, tag (for easy filtering), and specifying whether the KPI is a number, percentage, or currency.
2. Add Manual KPIs to Scorecards
   
   • Once created, the manual KPIs will be available in the scorecard editing interface.
   • Toggle on the manual KPIs you want to add to a scorecard, similar to the process with automated KPIs.
3. Once you have added Manual Success Measures to your Scorecard, you need to navigate to the Dashboard and select the employee and Scorecard that contains the manual KPIs. 
4. You can now enter the "Actual" result of the manual KPI to present on the Scorecard by clicking the Action icon and entering the following:
   1. Score Period - Define if this is a Monthly or Annual Scorecard target
   2. Year - The Year you are entering the data for this specific KPI
   3. Month - The Month you are entering the data for this specific KPI
   4. Success Measure Score - The Actual value or Result for this KPI for this Employee

Note: In the example screenshot above, this indicates that the Employee was marked as Tardy, 3 times in the Month of May. As their "Target" is to be tardy less than or equal to 4 times in a given month, the Employee is on track for this KPI

Conclusion

Scorecards in Team GPS provide a comprehensive way to track and manage employee performance based on specific job roles. By setting up clear KPIs and success measures, you can ensure that employees understand their goals and have the tools they need to succeed. Use the steps outlined above to create, monitor, apply, and adjust scorecards as needed.