Assignments & Manual Entry
An assignment puts one employee into one cycle against one template — it's the thing the engine actually scores. This page covers assigning people, entering the handful of metrics the system can't measure itself, and reading a single employee's scorecard.
kpi_matrix_manage). There's no dedicated
sidebar page — you work with assignments from the Team Matrix (the
Assign Employees button and each row's View). The one exception is the read-only detail,
which an employee can open for their own assignment.
Assigning employees to a cycle
From Team Matrix, click Assign Employees. The modal:
| Field | Type | Notes | |
|---|---|---|---|
| Review Cycle | dropdown | required | the cycle to score in. |
| Template | dropdown | required | the scorecard to use. |
| Employees | multi-select | required | one or many people — assign a whole team at once. |
| Reviewer | dropdown | optional | who owns the evaluation (informational on the scorecard). |
Click Assign. You'll get a confirmation like “5 Employees assigned successfully.” and the Team Matrix reloads with the new rows (initially with no score, status Pending).
Manual entries — the metrics the system can't measure
Most metrics compute automatically, but a few need a human value (they carry a Manual badge in the template builder). If your template uses any, you enter them per assignment before calculating.
Open the manual-entry modal for an assignment. For each manual metric you get:
- the metric label and its unit,
- a Value box (required) — type the raw value,
- a Notes box (optional) — record the evidence behind the value.
An info banner reminds you: “Enter scores for manual metrics below. Values will be normalized to the 1–5 scale.” Save shows “N Manual entries saved successfully.”
The manual metrics
The assignment detail — one employee's scorecard
Click View (eye) on any Team Matrix row to open the read-only scorecard. This is the richest single-employee view in the module.
The big 1–5 number, the coloured rating badge, and a “Calculated: {timestamp}” line — or “Not yet calculated” if the engine hasn't run for this person.
Assignment Status, the Template and Reviewer, and a Data Sufficiency bar — green ≥ 60%, amber below. Low sufficiency = treat the composite as low-confidence.
Category Breakdown
Below the header, one panel per scored category, each a small table of its metrics:
| Column | Meaning |
|---|---|
| Metric | which indicator. |
| Raw | the value before normalization, in its own unit (or “—”). |
| Score | the normalized 1–5 score (bold). |
| Weight | the metric's weight within its category. |
This is the “show your work” view — for any composite you can trace it down to each raw input and how it scored. If there are no scores yet it reads “No scores available yet.”
Recalculate (managers)
At the bottom of the detail, managers see a Recalculate button while the assignment is not completed. It re-runs the engine for just this one employee — perfect after you fix a data problem or add a manual entry, without disturbing everyone else in the cycle.