General Manager Scorecard - Quick Tour

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1 General Manager Scorecard - Quick Tour Scorecard Quick Reference Sheet Information Available on Scorecard Logging into INSITE Accessing Scorecard The Scorecard "Home Page" and General User Tips Using The "Printer Friendly Version" Option Expanding and Hiding Data Scorecard's Drill Down Capability Scorecard Information Index

2 General Manager Scorecard - Quick Reference To Access Scorecard on Insite: From WORK: Go To Your Intranet Page And Type INSITE in the address line From HOME: Type (to connect directly) OR (follow the links for in-site) Note: Internet access must be on an Internet Explorer Version 5.0 or higher Add these addresses to your intranet "Favorites" folder by going to your intranet toolbar, clicking Favorites, and choosing "Add To Favorites" If You Have Never Previously Accessed INSITE, click the First Time User link and follow the instructions If You Have Previously Accessed INSITE but have forgotten your password, click the Forgot Your Password? Link Once you have signed in, the option to access Scorecard is on your menu on the the left side of the page Who's Authorized To Access Scorecard? Only authorized users can access Scorecard information. This is an information tool that is intended to be a "hands on" source of data for General Managers and Operations Managers Problems With Scorecard Access or Scorecard Data? Suggestions Regarding Future Enhancements And Scorecard Improvments? Your Gatekeeper Will Provide You With Instructions Regarding Handling Problems And Providing Feedback Quick Reference Card

3 General Manager Scorecard - Information Available Section 1: SALSUM Sales For Total Store Generally updated every morning when the SALSUM screen becomes available See SALSUM sales for the past three days Enhancements planned: Adding Leased Sales and Adding Total Company sales vs Plan Section 2: SALSUM Sales For All Other Levels Generally updated every morning when the SALSUM screen becomes available See SALSUM sales for the past three days at the GMM level. Drill down from there to division level and department level Section 3: WRTSUM Sales For Total Store Generally updated every morning when the WRTSUM screen becomes available See WRTSUM sales for the past three days Section 4: WRTSUM Sales For All Other Levels Generally updated every morning when the WRTSUM screen becomes available See WRTSUM sales for the past three days at the GMM level. Drill down from there to division level and department level Section 5: Budget Tracking and Reporting Generally updated with previous week's information on Wednesdays See payroll $'s and FHE's for Selling, 80-30, 80-50, Cosmetics, and your Total Store. Section 6: Hours Utilization Report Generally updated every morning See scheduling compliance by day for your total store. Drill down to View Hours Utilization By Area/Area Suffix to see division and department level detail. Enhancement planned: Adding capability to see Friday/Saturday of the previous week when you access Scorecard on Mondays. Information Available 1 of 2

4 General Manager Scorecard - Information Available Section 7: Overtime Report Generally updated with previous week's information on Thursdays See overtime information for Selling, Security, Visual, Stock, and Total Store. Section 8: Open Jobs Report Updated on an ongoing basis. See F/T, P/T open job summaries for Cosmetics, Shoes, Other Selling, and Total Drill down to View Open Jobs Detail organized by area. Important: Before you print detail sections, keep in mind that a printout---especially in larger stores--can be dozens of pages. You may prefer to scroll and view the information you need. Section 9: Productivity Updated late in the week with previous week's information as it becomes available. Sales, productivity, items per transaction, and MU on selling for Cosmetics, Selling, and Total Store. Drill down in Cosmetics to view associate productivity information. Section 10: New Accounts Generally updated with previous week's information on Mondays. See summaries of applications taken and applications approved. Drill down to View New Accounts Detail and see applications opened by each sales associates organized by area. Section 11: Customer Response Letters This section contains a link to the Customer Response Letter website. Section 12: Human Resources Updated Daily. See employee birthday and service anniversary information Information Available 2 of 2

5 You can access the INSITE page from work or from home. From work, go to your intranet page and type INSITE in the address line. From home, type following the links to INSITE. Sign in or, if you have never accessed INSITE before, hit the "First Time User?" link. L o g g i n g I n t o I N S I T E

6 The General Manager's Scorecard is accessed from INSITE (the same area where you can currently access your payroll and benefit information.) Accessing Scorecard

7 The Scorecard IS DESIGNED TO BE USED AS AN ONLINE TOOL. However, it is possible to print the data. Although there is a Print button on this page, you will get the best printing results by going to the "Printer Friendly Version" General Managers will go directly to the status summary for their location. (The Scorecard pulls the location based on information in your HR records) The Scorecard is easy to use, but there are a couple of tips that may make things easier for you. DO NOT use the Back button or the Print button on the top of your screen. (the Back button will log you out of IN-SITE and the Print button may not print what you intended.) This Help button has help for the IN-SITE page, NOT for the Scorecard The Scorecard session automatically "clocks out" after 30 minutes. You can buy additional time by hitting the Refresh icon at the top of your screen. Using The Main Menu

8 When you click the "Printer Friendly Version" button, you will move to a new page that is wider and slightly larger. Use the Print button to print and the Back button to return to the main Scorecard page. Using The Print Friendly Feature

9 For Each Section, you have the option of expanding the section to show data (shown). Click the "-" to hide the data. Expanding Data

10 as shown here. By hiding or viewing the data, you can control what you see and also what you can print. Hiding Data

11 One of the great features of Scorecard is the ability to "drill down" to get more detail when and if you choose to do so. The sales section, for example, allows you to "drill down" from the GMM level to view FOB detail.. Drill Down Options

12 .like this. And from here, you can "drill down" to the department level. To print this page, make sure you use the Print button within this section. To return to the main Scorecard section, use the Close button. Printing In Drill Down Sections

13 You are able to drill down for more detail in these Scorecard sections: SALSUM sales; WRTSUM sales; Hours Utilization; Open Jobs; Cosmetics Productivity; and New Accounts. S c o r e c a r d A r e a s W i t h D r i l l D o w n D e t a i l