Setup

Let's complete a basic setup for your new organization.

Step 1

Organization Info

Lived Values

Scored on a 1-5 scale, every employee needs to be accountable to these organizational values.

Vision

Understand it. Want it. Aligned for it.

Step 2

Senior Mgt

Performance Scoring uses a "Reports To" structure to manage visibility. That means, your people can see DOWN the chain to the people who report to them. That also means, they can NOT see above the manager they report to.

Let's start by adding your most senior managers--those that the majority of your team reports to. In the next step, we'll add all the users that report to these senior managers.

Step 3

Add Users

Now that you've added your most senior managers, let's create user accounts for the employees that report to them. In this way, we are building both the heirarchy of your organziation as well as ensuring the correct levels of visibility and privacy.

Step 4

Build Objectives

Create these a little later when you're next on a desktop or laptop.

 User Category Value Goal Units Freq Description Invert?

Step 5

Video Tutorial

We strongly encourage you to watch this short video tutorial on Performance Scoring.

Next Step

Basic Setup Finished

Let's get some billing information setup.

Payment Setup