One of the biggest requests that we’ve gotten from so many of you is the ability to drill down into a team’s performance, breaking it down to more finite levels to analyze team progress. We want to give upper-level management a clearer way to see progress throughout different teams, and be able to break down and analyze that progress.
Our Teams feature gives management a quick way to get a snapshot of how different teams are doing. When more detail is needed, those managers can then click into each specific team and see how individual team members are performing. This change only applies to management - it does not affect the view or function for regular users.
Previously, a profile was synonymous with a team in Scorecard. Now, we’ve made profile a higher level grouping that includes multiple teams. This allows for a higher level manager to be able to go in and view all teams that they oversee, without each of those teams needing to be created as a separate profile.
Depending on what management level you’re at, your first step in the Scorecard Manager will be different.
When you click into one of the teams on the homepage, you’ll be taken to the My Goals page within Scorecard. There are two tabs at the top here: everybody and teams.
From this point on, you will use Scorecard the same way you’ve used it in the past. The only difference will be that on every page, you can now toggle between the everybody and teams tabs.
Note that if you’re viewing everybody and you click into a metric, the charts and leaderboard screens will be different now.
Once you go to the “View Users” tab on the left side of the page, you’ll have the same options to view everybody or view teams. If you choose to view everybody, you’ll see a list of all teams. From there, you can click into a team to view all of that team’s users. You can then click on a user to view their personal Scorecard.
The Scorecard builder updates too! You can now create teams, you can add team photos, and you can assign managers to specific teams or an entire profile.
When going to set up metrics, you’re now going to see a checkbox on this page. When you are selecting metrics to include, you’ll have the option to enable a setting that will require that a user’s goal is always equal to or greater than the target that you have set. This way, if a target changes, the goal that you set will also automatically change (and won’t have to be done manually!).
We know that sometimes in Scorecard, especially when dealing with large numbers, entering individual or manager goals can be difficult with our slider. We want this to be as easy as possible, which is why we’re removing the slider component entirely. Now when entering goals, you can simply type in the value that you’re looking for. Once it’s typed in, you’ll also have the option to increase or decrease it with “+” and “-” buttons right there on the page. This new functionality means that you can always add or subtract from a goal, and you always have the option to make a custom goal instead.
Pro Tip and Contest Ideas
If you need help, feel free to check out our support site or send us an email at firstname.lastname@example.org.
We hope you enjoy these new features!
Your dedicated team here at LevelEleven