What Happens When Somebody Is Removed From a Scorecard Group?
Last updated: November 9, 2026
Scorecards are assigned by Group, so moving an employee out of a Scorecard Group changes which Scorecard they're measured against. Since an employee can belong to only one Scorecard Group at a time, changing memberships affects how data rolls up to their former and current Scorecard team.
Required permissions:
The Group Memberships: Edit permission is assign someone to a new Group.
The Current Scorecard Period
If the employee moved to another Scorecard Group, the whole current period will be scored with the new Group's Scorecard.
If the employee isn't in any Scorecard Group at the end of the period, the current period will still be scored with the Scorecard of the Group they belonged to at the start of it.
Future and Past Periods
From the next period on, the employee won't have a Scorecard until they're added to a Scorecard Group. Scores from completed periods will keep the values earned under the old Scorecard.
Custom Targets
Custom Targets only apply to metrics on the employee's current Scorecard. Any Custom Targets for metrics on their previous Scorecard(s) will be disregarded in their current Group.