Organizational and departmental scorecards drill down to the Individual's Basic Role as well as the individual scorecard. This links individual focus with desired organization outcomes. It contains clear, agreed upon personal performance goals and appropriate indicators. A Basic Role is made up of 4-7 Key Result Areas, many of which will align back to the Organization's Critical Measures/Scorecard.
The specific indicators for each Basic Role Area (Key Result Area) will be either quantitative or qualitative. The Scorecard module can provide specific detail for qualitative information. A User can add Basic Role Key Result Areas [KRA] and KRA Indicators [KRIs]. There is a comment box for each Performance Indicator (Key Result Area Indicator) where a User can note variances to the Indicators. These Key Result Areas should equal 100% of the "work to be done" by the User.
Users can also post and track Tasks associated with each Basic Role KRA.
Basic Role Detail:
Click the Add symbol which will open the first edit window. Enter a Basic Role Area (KRA), including the percentage of time a User will spend in that area. Users can also add a description of the KRA.
Click the Insert button to save the information, which will open the Basic Role detail edit window. Click the Add symbol to add the Performance Indicators (KRIs), then click the Insert button.
After the Performance Indicators have been input for the Basic Role, they can be edited through the edit pencil icon. The Performance Indicator can also be selected to drag up or down using the drag and drop feature.
Other information for each Basic Role can also be edited (Tasks, Comments, and Related Links).