KPI • EMPLOYEE SCORECARD
Employee KPI
Evaluate individual employee performance, achievement, workflow status, and final weighted score.
KPI scorecards may combine operational, staffing, billing, compliance, and service-quality information. Screenshots in this public guide use demonstration or masked data. True Care System does not publicly disclose every formula, weighting rule, approval control, data-source mapping, or governance workflow. Advanced configuration and implementation procedures are provided directly to authorized Provider customers during training.
Purpose
The Employee KPI scorecard evaluates the selected employee for the selected reporting period. It organizes measures across the Balanced Scorecard perspectives and shows targets, actual results, achievement, workflow status, performance status, and weighted score.
Balanced Scorecard Structure
The scorecard is divided into Financial, Customer, Internal Process, and Learning & Growth perspectives. Each KPI line can include a weight, owner department, assigned employee, target, actual result, achievement percentage, score, workflow status, performance status, actions, and detail view.
Workflow Controls
- Save Draft.
Preserves work before the scorecard is submitted. - Submit for Approval.
Moves the scorecard into the review workflow. - Approve & Lock.
Approves the scorecard and protects configured fields from unintended changes. - Unlock.
Reopens the scorecard only when authorized correction is required. - Print.
Creates a reviewable scorecard output.
Employee Evaluation Considerations
Relevant KPIs
Employees should only be evaluated on measures reasonably connected to their role and assigned responsibility.
Verified actuals
Actual values should come from approved data sources or documented manual review.
Review and lock
Approved scorecards should be locked to preserve the reporting record.