Designing and Setting Up Scorecards

Brett Ungashick
Last Updated: 1 month ago

The selection of an HRIS platform is a critical decision for any organization, requiring a detailed evaluation of potential vendors. Scorecards play a pivotal role in this process, enabling teams to assess vendors systematically against predefined criteria that reflect organizational priorities and needs. This guide outlines how to design and set up scorecards using OutSail, ensuring your evaluations are both comprehensive and aligned with your selection goals.

Begin by accessing the Scores tab from the OutSail menu on the left-hand side of your screen. This section is dedicated to the creation and management of your evaluation scorecards.

Finalizing Scorecard Criteria and Weights

Upon entering the Scores section, you'll initially encounter a set of scorecard criteria. These criteria correspond to the project goals you identified during the registration process, emphasizing the importance of maintaining consistency in your top priorities throughout the selection process.

  • Scorecard Settings: Click on 'Scorecard Settings' to assign a weight to each criterion. Weights signify the importance of each criterion and can be adjusted in increments of 5%

    • A weight of 5% is considered 'low priority'

    • 10-15% 'medium priority'

    • and 20% or more 'top priority'

Adding Key Criteria

Should you wish to incorporate additional priorities beyond the pre-suggested ones:

  • + Add Key Criteria: This option in the Scorecard Settings page allows you to enrich your scorecard with further criteria.

  • From the Library: Choose 'Add Key Criteria from the library' to select from pre-built, commonly chosen criteria. These come complete with descriptions and built-in questions.

  • Create Custom Key Criteria: For ultimate flexibility, you can 'Create custom key criteria,' tailoring the scorecard to your unique requirements. This involves naming the criteria, adding a description (to ensure clarity among your colleagues), assigning a weight, and crafting questions.

Customizing Questions

The ability to add custom questions is a powerful feature that enhances the relevance and effectiveness of your scorecard. Whether for criteria pulled from the library or those you've custom designed, custom questions ensure you address all critical aspects of each vendor's offering during evaluation meetings.

  • Custom Questions: These can be appended to any scorecard criteria, enabling your team to pose specific, meaningful questions to each vendor. This ensures that no important details are overlooked during the evaluation process.

Why Use Scorecards?

Scorecards serve several vital functions in the HRIS selection process:

  • Structured Evaluation: They provide a structured framework for comparing vendors, ensuring evaluations are objective and based on predefined criteria.

  • Consensus Building: By involving multiple team members in scoring, scorecards help build consensus around the strengths and weaknesses of each vendor.

  • Prioritization of Needs: Weights assigned to each criterion help to prioritize your organization's needs, guiding your decision-making process towards the most suitable HRIS solution.


Designing and setting up scorecards is a strategic step in the HRIS selection process, facilitating a thorough and objective evaluation of potential vendors. By tailoring the criteria and questions to your organization's specific needs and priorities, you ensure a comprehensive assessment that aligns with your strategic goals. OutSail's intuitive platform simplifies this process, empowering your team to make informed decisions in selecting the ideal HRIS platform.

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