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A positional excellence rating is one person’s read on one team member working one position on one shift. An evaluation is the longer look at the whole job on a schedule; a rating is the quick, frequent one. The person rating scores each of the position’s criteria, up to five things your organization decided matter in that position, and each criterion gets Not Yet (1), On the Rise (2) or Crushing It (3). The average of those scores is the rating’s overall, between 1.0 and 3.0. Overall scores are colored by your organization’s rating scale: two cut-off points split the range from 1.0 to 3.0 into a red, an amber and a green band, named Not Yet, On the Rise and Crushing It like the scores. With the default cut-offs, 1.75 and 2.75, an overall of 2.60 is amber and 2.80 is green. The criteria, the scale and the guidance shown under each score are set under Performance > Set up > Positions and ratings; see Positions and ratings. Your organization decides which roles can rate in each area, a group of positions such as Front of House or Back of House, and can set a different rule for one position or fall back to one rule for the whole organization. Here to rate someone? Go to Submitting a rating. Performance > Positional Excellence is where the ratings come back, for the store selected at the top of the sidebar, on three tabs. SmartView lists every rating as it was submitted. Classic View shows one row per person with their current average in each position. Leaderboard ranks people over a period.

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Read the ratings in SmartView

Say you want to see how Front Counter went over the last month (use your own position names). Open Performance > Positional Excellence. It opens on SmartView, with the last 30 days shown.
SmartView on Last 30 days: the # of Ratings, Avg. Rating and Ratings per Day cards, the area buttons and date range, and the ratings table with each criterion score colored by the rating scale
Three cards across the top count what the table shows: # of Ratings, Avg. Rating and Ratings per Day, each compared with the period of the same length before it, for example over prior month. Under the cards, a button for each area of your organization switches that area’s positions on or off; every area starts on. This month, Last 30 days and Last 90 days set the period, and Start Date and End Date set any other range. The download icon exports the table as it is filtered to a PDF, the filter icon adds a filter on any column, and the search box matches any text in a row. Each row is one rating: Date, Team member, Team Member Role, Leader, Position, the criteria scores under Criteria 1 to Criteria 5, colored by the rating scale, Overall, and Notes. Search for Front Counter to narrow the table to the example position. The criteria headers are numbered because different positions use different criteria; hover a header, or open the rating, to see the name. A small grey chip with a store number next to a name means that rating was submitted at another store of your organization. Click the eye icon at the start of a row to open the rating: the rater, date, position, each criterion by name with its score, the rating guidance your organization wrote for that score, the overall, and the Additional Details the person rating typed.

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Delete a rating

A rating cannot be edited. To remove one, click the trash icon at the end of its row in SmartView, check the team member, leader, position, date and overall in the Confirm Delete window, and click Delete. Deleting is permanent.

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Rank people on the Leaderboard

Open the Leaderboard tab. It shows one area at a time, over the last 90 days unless you pick This month, Last 30 days or your own Start Date and End Date. The top three get cards with their overall, total ratings and tenure; everyone else is in the table below under Rank, Name, Role, Overall, Total Ratings and Tenure.
The Leaderboard in the Team Member view on Last 90 days: cards for the top three with overall, total ratings and tenure, and the ranked table below
A person’s leaderboard overall is built so every position counts equally: for each position they were rated in during the period, the average of their last four ratings there, then the average of those position averages. A person needs at least 10 ratings in the period to be ranked; until then the row reads Needs N more instead of a score. Switch Team Member to Leader to rank the people submitting ratings instead. The Leader view lists everyone at the store in the selected area whose role holds Positional Excellence > Submit Ratings, ordered by Ratings Submitted; someone who has not submitted any is still listed. Positions counts how many different positions each person rated, so you can see whether rating is shared or carried by one person. The download icon exports either view to a PDF.

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Who can do what

If a page or a button described here is missing for you, this table names the permission behind it. If you’re missing something here, ask whoever manages roles in your organization to turn it on. See Roles.

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Common questions

The Leader view lists active people at the store in the selected area whose role holds Positional Excellence > Submit Ratings, whether or not they have submitted any. Check the area first, then ask whoever manages roles in your organization whether their role holds that permission.
Positions, their criteria, the rating guidance under each score, the rating scale and who rates whom are all on Performance > Set up > Positions and ratings. See Positions and ratings.