Sites, branches, customers and employees each have a detail page reached by clicking the record in its list (or via a direct link such as /dashboard/site/<id>). The secondary column switches to that record's own sections, listed in sections 5.1 to 5.4, and the breadcrumb at the top returns you to the list. Old bookmarks of the form /site/<id> or /employee/<id> redirect automatically.
17.1 Employee Scorecard
Where: Employee detail > Scorecard · Plan: Complete · Roles: Admin, Branch Manager (their branch's guards)
The scorecard rates each guard from 0 to 100 on what they actually do: turning up on time, calling out, patrols, uniform checks, reports and more. It is for managers only; nobody sees their own score, in the app or anywhere else (a branch manager does not see their own row either).
Reading a scorecard
- The radar chart has one axis per dimension (Punctuality, Reliability, Conduct, Patrols, Uniform, Reporting, Compliance, and when turned on Communication and On-call).
- Overall is the weighted average of the dimensions, with a band: Excellent (85+), Good (70+), Fair (50+) or Needs attention. A trend line appears once there are two or more daily scores.
- Breakdown lists every data point with its score and the counts behind it, for example 1 unexcused and 2 excused in 20 shifts.
- Scores are recalculated every night over the Look back window (90 days by default). A shift counts once it has started, so tonight's shifts do not change today's rates. Recalculate scores this guard now. If the settings changed since the last score, the card says so.
- Only outcomes count: a location check, form, poll or text still waiting for an answer, or a policy still inside its deadline (a week when it has none), is not a miss until it expires.
Not enough data
A data point is only scored once there is enough to judge: by default 5 shifts for shift-based points, 3 patrols, 2 uniform checks, 1 certification. Below that it shows Not enough data yet (2 of 5 needed) and is skipped, not counted as zero. A dimension with no scored data point sits at the centre of the radar and is left out of Overall; the remaining weights are rescaled. A guard who is not an on-call contact, for instance, is never marked down on on-call response.
Data points
Default data points are on for every company. Advanced ones are off until an admin turns them on.
| Dimension | Data point | Tier | How it is scored |
|---|---|---|---|
| Punctuality | On-time clock-ins | Default | Share of clock-ins less than a minute after the scheduled start (the same rule as the attendance board). |
| Punctuality | Minutes late | Default | Average lateness of the late clock-ins; 40 minutes on average scores 0. |
| Punctuality | On-time clock-outs | Advanced | Share of clock-outs not before the scheduled end, and not recorded as an early clock-out infraction. |
| Punctuality | Location check response | Advanced | Share of location checks completed and how fast (5 minutes or less is full marks), minus late-verification infractions. |
| Reliability | Call-outs | Default | Call-outs per scheduled shift; one in five scores 0. An excused (approved) call-out counts half; a pending or denied one in full. Lateness reports about a relief are not call-outs. |
| Reliability | No-shows | Default | No-clock-in infractions and shifts marked no-show, per scheduled shift; one in ten scores 0. Always counted in full. A shift the guard called out of counts as a call-out, not also as a no-show. |
| Reliability | Open shift acceptance | Advanced | Share of offered shifts accepted rather than declined. |
| Conduct | Infractions | Default | Infractions not dismissed, weighted by the disciplinary action (verbal 1, written 2 … termination 8) per 10 shifts. Late and no-clock-in infractions are left to Punctuality and Reliability. Uniform, early clock-out, meal break and late-verification infractions count here only while Uniform checks, On-time clock-outs, Meal breaks or Location check response (respectively) is off, so no event is marked down twice. |
| Conduct | Meal breaks | Advanced | Share of shifts with an unpaid break without a meal break violation. |
| Conduct | Geofence compliance | Advanced | Location checks outside the geofence and clock-ins refused for being outside it, per shift worked. |
| Patrols | Patrol completion | Default | Completed patrols against abandoned ones. |
| Patrols | Checkpoint coverage | Default | Checkpoints scanned against those on the route, for patrols that follow a route. |
| Patrols | Required checkpoint forms | Advanced | Required checkpoint forms submitted against those due. |
| Uniform | Uniform checks | Default | Average AI uniform score, minus 10 per failed check. |
| Reporting | Incident reports | Default | Reports per 10 shifts worked: none is 50, two or more is 100. It rewards reporting, not a quiet record. |
| Reporting | Logbook entries | Advanced | Logbook entries per shift worked; one per shift is full marks. |
| Reporting | Forms completed | Advanced | Forms sent to the guard that came back completed. |
| Compliance | Valid certifications | Default | Share of their certifications that are active and not expired. |
| Compliance | Policies acknowledged | Default | Policies sent to them that they acknowledged. |
| Compliance | Policies acknowledged on time | Advanced | Acknowledgments within the policy's deadline. |
| Compliance | AI handoffs acknowledged | Advanced | AI handoffs they acknowledged. |
| Communication | Text reply rate | Advanced | Texts from the company answered within 24 hours (matched on the guard's phone number). |
| Communication | Text reply time | Advanced | Average time to reply; 5 minutes is full marks, 4 hours none. |
| Communication | Poll responses | Advanced | Polls sent to them that they answered. |
| Communication | Notifications read | Advanced | Push notifications they opened. |
| On-call | On-call response time | Advanced | Average time to answer a call-out alert; 5 minutes is full marks, an hour none. On-call contacts linked to an employee only. |
| On-call | On-call response rate | Advanced | Call-out alerts that got any answer. |
| On-call | On-call cover offered | Advanced | Answers offering to cover; a partial cover counts half. |
Changing what counts (admins)
Open Scorecard settings from the gear on the Scorecard section, or Configure scorecard under AI Supervisor > AI Optimizer, Settings tab.
- Pick the Look back window (30 to 365 days) and the minimum shifts a guard needs before shift-based points are scored.
- Open a dimension. Its slider sets how much the dimension counts; the badge shows its share of the overall score. A dimension with nothing turned on shows Off and is not on the radar.
- Turn data points on or off with their switch, including the ones under Advanced, and set each one's weight within its dimension.
- Save. Every active guard's score is recalculated in the background with the new settings; until it finishes a scorecard notes that the settings changed. Reset to defaults puts the default data points and weights back and leaves Look back and the minimum shifts as they are.
At least one data point must stay on. Branch managers can open the sheet to see the settings but not change them.