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Scorecard Settings: Expectations & Auto-Bonuses

The ins and outs of the settings page for Scorecards - particularly the paid version of Scorecards

Scorecards can be customized with 60+ KPIs to create a technician-facing view that aligns with your business goals. They help technicians understand how they’re performing and which metrics to prioritize, while managers control which KPIs appear on dashboards and are visible to the team.

Expectations take it a step further by defining what good performance looks like. Managers can set minimum or maximum thresholds for any KPI, giving technicians clear monthly targets to meet or exceed.

Bonuses can also be tied to a metric to reinforce priority behaviors. When a technician meets the expectation and satisfies the minimum activity requirements for a bonus-enabled metric, the system automatically awards the bonus configured by the manager.

With Scorecard Settings, you can:

  • Choose which metrics technicians see

  • Highlight priority metrics

  • Set clear monthly performance expectations

  • Optionally attach automatic bonuses to those expectations

This gives your team clarity, consistency, and motivation, all in one place.

What Are Expectations?

An expectation is the performance standard you set for a scorecard metric.

It answers the question: “What does success look like for this metric?”

Examples:

  • Route Completion ≥ 95%

  • NPS = > 90

  • Time on Site between 20-40 minutes

  • Driving Score ≥ 8

Expectations follow these general rules inside the Applaues platform:

  • Are monthly

  • Are visible to technicians in the mobile app

  • Do not require a bonus to be useful

  • Help technicians understand how they’re tracking against company goals

You can use expectations alone, or combine them with bonuses for extra motivation.

What Are Auto-Bonuses?

An auto-bonus is an optional payout tied to an expectation.

When a technician:

  1. Meets the expectation

  2. Has the required minimum activity (events, days, or ratings)

  3. Is within the active bonus months

The system automatically qualifies them for that bonus.

Example:

“If NPS is above 90 by the end of the month, and you have over 25 jobs completed with NPS submitted, earn a $50 bonus.”

Scorecard bonuses follow these general rules inside the Applause platform:

  • They are monthly

  • Based on measurable performance

  • Designed to reinforce the behaviors that matter most

Understanding Expectations vs. Auto-Bonuses

An expectation defines the performance standard for a metric, it’s the goal every technician is expected to meet or exceed by the end of each month.

Setting an expectation simply establishes the minimum level of performance your team should achieve (for example, Time on Site ≤ 20 minutes or Route Completion ≥ 95%). Expectations can be set for any metric and do not require a payout to be effective.

An auto-bonus, on the other hand, is an optional incentive tied to that expectation. When enabled, technicians qualify for the bonus only if they meet the expectation and satisfy the minimum activity requirements (such as a required number of service days, jobs, or ratings) during an active bonus month. This means a technician may meet the performance expectation but still not earn the bonus if they don’t have enough qualifying activity to ensure the result reflects consistent performance.

Focus Metrics (Highlight What Matters Most)

Focus Metrics lets you spotlight up to three priority metrics. Focus metrics appear on the homescreen of the Applause app, so they are easily accessible for service workers.

These metrics:

  • Are visually emphasized in the technician mobile app

  • Show technicians what to pay the most attention to

Use Focus Metrics for the KPIs that drive the biggest impact on your business. Focus metrics can have expectations and bonuses set on them, but that is not a requirement for them to be a focus metric.

How to Configure Scorecard Metrics

Go to Scorecard Settings to manage all metrics.

Here you can enable or disable metrics, reorder how they appear, set expectations, configure bonuses, and select focus metrics.

Each row shows:

  • Metric name

  • Whether it’s enabled

  • The expectation (if set)

  • The bonus amount (if set)

To add or remove metrics select the “+ Add a Metric” button in Scorecard metrics and select from the metric library.

Select a metric from the drop-down of available metrics. Once a metric is selected, you can see:

  • The description for that metric

  • A toggle that allows you to show the metric on the mobile app. This means your technicians will see their performance for this metric. If you wish to hide this metric from mobile, you can still track performance on this metric in the admin dashboard view.

  • Turn on or off setting an expectation for each metric. If turned on expectations show technicians what the company's expectations are. An expectation, is the goal technicians are expected to meet or exceed by the end of the month.

  • The auto-bonus toggle allows you to attach a bonus for each metric. You can choose the bonus amount, the minimum required jobs in order to be eligible for the bonus, and the active months the bonus will be available for.

What Are “Minimum Events”?

Minimum events ensure bonuses are based on meaningful data.

Examples:

  • NPS → Minimum number of ratings

  • Driving Score → Minimum days with driving data

  • Route Completion → Minimum service days

This prevents bonuses from being awarded based on too little activity.

How to Add a Focus Metric

In Scorecard settings, a “Focus Metrics” section will appear at the top of the page. Select “+ Add focus metric” and select from your available metrics. Once selected, the focus metric will appear on the technician's home screen for the group they are set for.

Best Practices

Start with expectations.

Make sure every key metric has a clear performance standard.

Use bonuses for behavior change.

Add incentives where you want a stronger focus or improvement.

Limit focus metrics.

Highlight only the 1–3 KPIs that truly drive performance.

Set realistic minimums.

Ensure technicians have enough activity for scores to be fair.

What Technicians See

Technicians can:

  • See which metrics are enabled

  • View their monthly expectations

  • Track progress throughout the month

  • Know which metrics are most important (Focus Metrics)

  • Understand what performance qualifies for bonuses

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