Ambition Scorecard Setup

Prerequisites

• You have defined the single Group Type that Scorecards will utilize.
• You have created Groups and filled them with the appropriate Users.
• You have created Metrics.

Setup Scorecards

1. Open the left navigation and click Administration > Scorecards.

2. Select the Role, or appropriate Group Type, that you wish to score from the drop down menu.

Note: If you're needing to update the Group Type that Scorecards are built off of, you can make the change by updating the Group to Score. To update, click on Role.

3. Establish Activities by adding Metrics, setting Benchmarks, and assigning Weights.

Click on Add Metric to view the Metric dropdown.

4. Establish Objectives by adding Metrics, setting Benchmarks, and assigning Weights.

Click on Add Metric to view the Metric dropdown.

5. Advanced Feature: Set a Min or Max for specific activities and objects.

If you'd like to add this advanced feature to your company's account, please reach out to your corresponding Customer Success Manager or send us a note at gethelp@ambition.com to learn more.

Click on the gear icon beside a Metric name to toggle on advanced options.

Min = Employee must reach this value before earning points toward their Activity/Objective Score.

Max = Employee can no longer earn points towards their Activity/Objective Score beyond this value.

6. Click the green Saves Scores button.

7. Confirm that you understand the changes being made will result in Scores being recomputed by typing I UNDERSTAND.

Then click the button stating, I Understand, Show me the Next Warning.

8. Repeat the I UNDERSTAND process for Objective Score.

9. Your newest Scorecard configuration will then be reflected across Ambition.