How to add, import, delete performance metric scores

ENTERING PERFORMANCE METRIC SCORES

Performance metric scores are entered as a percent of goal. For example, if your goal is to sell 100 widgets and you sell 95, your % of goal is 95%.

Information needed:

  • Person Email
  • Performance Metric – Performance metric name
  • Percent of Goal – Enter as whole number. For example, enter 95% as 95
  • Date – Date of the performance metric (mm/dd/yy)

Add a Performance Metric Score

To add a performance metric score

  1. Select Performance Metric Scores from the Admin Menu.
  2. Select the Team Member.
  3. Select the Metric.
  4. Enter the Date for the metric.
  5. Enter the % of Goal.
  6. Select Submit.

Import Performance Metric Scores

  • Download the template
    1. Select Performance Metric Scores from the Admin Menu. Select Import.
    2. Select Download the template file.
  • Fill out the performance scores list (.csv template)
  • Import the completed performance scores list
    • Select Performance Metric Score from the Admin Menu. Select Import.
    • Follow the instructions on the screen to map the fields, verify and correct errors, and import the file.

Delete a Performance Metric Score

  1. Select Performance Metric Scores from the Admin Menu.
  2. Locate the metric score in the Performance Metric Scores list and click to select.
  3. The selected metric score displays at the top of the page.
  4. Select the Delete button.