Setting up a score card
Create a score card to rank your employees on one Overall score that blends self-assessments, reviewer assessments, goals and feedback. You choose the cycles that count and how much each part weighs. This article shows how to create a score card, change its weights or cycles, rename it, set its period, compare score cards and delete one. For how the scores themselves are worked out, see Score cards: how the overall rating is built.
Where: Performance › Team performance › Score Card
You need: the Admin right. People with only the Reviewer right can open the tab, but it stays empty and they can't create a score card.
Before You Start
- Run the cycles first. A score card only reads results from assessment and goal cycles that already exist.
- Decide the weights with whoever owns your review policy. The four weights must total 100%.
- Decide the period. If you want the score card in the talent grid, it needs both a Start Date and an End Date.
How to create a score card
- Open Team performance › Score Card and select New Score Card.
- In Adjust Weights, under Apply to cycles, choose the Assessment Cycles and Goal Cycles that should count. Leave either empty to use All Cycles.
- Set Goal score based on to Goal Progress or Reviewer's KPI score.
- Under Weighting, enter a percentage for Self Assessment, Reviewer Assessment, the goal score and Avg Feedback. Even split sets all four to 25%.
- Check the total next to the bar reads 100%, then select Apply.
- In Save Score Card, enter a Score Card Name, for example "2026 Mid-Year Scorecard".
- Enter a Start Date and an End Date for the period it covers.
- Check the summary of weights and cycles under the dates, then select Save.
The score card opens with every employee's scores. A message confirms Score card saved.
How to change the weights, cycles or goal source
- Open Team performance › Score Card and select the score card.
- Select Adjust Weights.
- Change the cycles, Goal score based on or the weights. Keep the total at 100%.
- Select Apply.
The change is saved straight away. Every employee's scores, the histogram and the statistics recalculate.
How to rename a score card or change its period
- On the Score Cards list, select the pencil (Rename) on the card. Or open the score card and select the pencil next to its name.
- Change the Score Card Name, Start Date or End Date.
- Select Save.
How to compare score cards
- Open Team performance › Score Card.
- Read the list. Score cards are ranked by Team avg, highest first.
- Compare the Team Overall track, which shows where employees' scores cluster on 0 to 100 with the average marked, and the Weighting bar under it.
- Open any card for the full breakdown. Inside a score card, the picker next to the scales icon switches to another card.
Two cards with the same cycles but different weights show you how much a weighting choice moves the results.
How to delete a score card
- Open the score card and select the bin icon, or select the bin on its card in the list.
- Confirm Delete.
⚠️ Deleting can't be undone. The score card's stored scores go with it, so it disappears from the talent grid and from the Performance tab on employee profiles, and trends that relied on it change.
The Score Card page, field by field
Score Cards list
| Item | What it shows |
|---|---|
| Rank number | Position by Team avg. |
| Period | The Start Date and End Date, or "From" or "Until" when only one is set. |
| Cycle chips | The selected assessment and goal cycles, or All Cycles. |
| Team avg | The average Overall across every employee on the card. |
| Team Overall · 0–100 | Where scores cluster, with the lowest to highest as the range and the average marked. |
| Weighting | The four weights as a bar, with Self, Reviewer, Goal and Feedback percentages. |
| No score cards yet. | No score card exists, or you don't have the Admin right. |
Inside a score card
| Item | What it does |
|---|---|
| All score cards | Back to the list. |
| Card picker | Switches to another score card. |
| Adjust Weights | Changes cycles, goal source and weights, and saves. |
| Search employee... | Filters the table by name or position. |
| Score Distribution | How many employees fall in each band of 10, with the Average, Median and Range. |
| Weight strip | Each part's weight and the cycles it reads. Feedback always reads All feedback. |
| Employee Scores | One row per employee: Self, Reviewer, Goal Progress or Goal Score, Feedback and Overall. Select a column heading to sort by it; select it again to reverse. The table starts sorted by Overall, highest first. |
Adjust Weights
| Field | What it does | Default |
|---|---|---|
| Assessment Cycles | The cycles Self and Reviewer read. | All Cycles |
| Goal Cycles | The cycles the goal score reads. | All Cycles |
| Goal score based on | Goal Progress uses recorded progress. Reviewer's KPI score uses completed reviews only, and shows "Completed reviews only. Employees without a completed review show 0." | Goal Progress |
| Weighting | Four percentages that must total 100%. Until they do, Apply stays disabled and a message shows the current total. | 25% each |
Save Score Card
| Field | What it does |
|---|---|
| Score Card Name | Required. Please enter a name shows if it's blank. |
| Start Date and End Date | Optional. They label the card and place it in the talent grid. They don't filter results. |
What Happens Next
- The Score Card page always shows live figures from current results.
- Each save also stores a copy of the scores, which the talent grid and employee profiles read. See Score cards: how the overall rating is built.
- A dated score card appears in Kai AI (BETA) for any period it overlaps.
Tips
- Create one score card per review period with its own dates, rather than editing one card each year. Trends need two or more cards.
- Name cards by period and purpose, such as "FY2026 Year-End". The name appears in pickers and on profiles.
- Try a second weighting as its own card before changing the real one, then compare their Team avg side by side.
- Look at Score Distribution before individuals. If everyone sits in one or two bands, the assessments aren't telling people apart.
Troubleshooting / FAQ
Q: The Apply button is greyed out. The weights don't total 100%. The message shows the current total.
Q: Our managers see "No score cards yet." Score cards need the Admin right. With only the Reviewer right, the list can't load.
Q: My score card doesn't show in the talent grid. Give it both a Start Date and an End Date that overlap the period you're viewing.