Types of Performance Reports

 

General Reports

Outstanding Tasks

This report lists outstanding performance management tasks for the selected reviewer, review year, and template.

 

Performance Template Assignments

This report lists employees currently assigned to the selected review template(s) for the specified review year.

 

Reviews

Status Distribution

This report displays a summary of the review statuses cross-tabulated by the field you select in the "Show Status By" drop-down list.  The results display a row for the selected demographic value (ex. Location, Job Code, Employment Type, etc.) and the total or percentage of performance reviews for each status (ex. Not Started, Drafted, Submitted, Approved, Delivered).

 

Status by Employee

This report lists the status of each review matching the selected criteria.  This includes the employee name, the designated reviewer, current review status, and date of last status change.

 

Self-Review / Contributor Input Status

This report lists the status of all self-reviews and contributor input matching the selected criteria.

 

Rating Distribution

This report displays a summary of the review ratings cross-tabulated by the field you select in the "Show Status By" drop-down list.  The results display a row for the selected demographic value (ex. Location, Job Code, Employment Type, etc.) and the total or percentage of performance reviews for each overall performance rating.

 

Ratings by Employee

This report lists the performance rating of each review matching the selected criteria.  The results includes fields such as employee name, designated reviewer, status, date of last status change, and overall performance rating.

 

Goals and Journals

Performance Goals Report

This report displays all of the performance goals matching the selected criteria and includes information such as goal title, author, percent complete, and due date.

 

Journal Entry Report

This report displays all of the performance journals matching the selected criteria and includes information such as journal title, author, and date created.