Reports

Performance - Reports

Goals Report

The Goals Report lets you view details regarding goals configured to the employees of your organization.

For instance, to view the report of all completed goals, you can make use of the 'Goals Report'.

Follow the steps given below to see a report of all the completed goals.

  1. From your home page, go to Performance > Reports > Goals Report.
  2. Click on the filter.
  3. Under Status, select Completed and hit Search.

You will be able to see the list of completed goals.

To view the goals report of a particular employee,

  1. From your home page, go to Performance > Reports > Goals Report.
  2. Click on the filter.
  3. Select the employee from the Department Members filter and hit Search.

You will be able to see the goals report of the selected employee.

To see the goals that have a due date within a particular week,

Follow the steps given below to see this report.

  1. From your home page, go to Performance > Reports > Goals Report.
  2. Click on the filter.
  3. Under Due Date, select the date range and hit Search.

You will be able to see the goals that are due today.

Appraisal Report

The appraisal report lists rating details resulting out of appraisals.

To view the list of employees who are under a particular rating in an Appraisal Cycle,

In some cases, you might have the need to see the list of employees who fall under a particular rating (For eg - 'Needs Improvement') to assess training needs etc. In this case, you can follow the steps given below to obtain a report.

  1. From your home page, go to Performance > Reports > Appraisal Report.
  2. Click on the filter.
  3. Under Appraisal Cycle drop-down, select the required cycle.
  4. Under Rating drop-down, select the rating and hit Search.

You will be able to see the desired report.

By making use of the filter, you can view data sorted out based on locations, appraisal cycles, range of experience, rating etc.

You can also export appraisal data to an external source by clicking on the ellipsis icon > Export.

Note: Export can be done only in .xls / .csv format.

 

Employee Appraisal Report

The Employee Appraisal Report features the complete rating details of individual users of your organization. In order to measure performance, it is important to observe the growth of an employee. The 'Employee Appraisal Report' helps you achieve this.

Let's take a look at this scenario. If you would like to see the growth chart of a particular employee, this is possible by making use of the Employee Appraisal Report

  1. From your home page, go to Performance > Reports > Employee Appraisal Report.
  2. Click on the user whose chart you would like to see.

You will be able to see the chart illustrating the growth of the user across appraisals.

Performance Vs Potential

Employee Potential can be defined as the qualities that an individual has to effectively perform and contribute to the growth of the organization. Employee Performance is defined as how an employee fulfills their job duties and executes their required tasks. A combination of performance and potential places employees on one of the nine boxes in this nine box matrix.

As an HR, it is useful to have a list of consistent performers of a department, in order to do succession planning. For instance, if you would like to see the number of consistent performers of a specific department in an Appraisal Cycle, follow the steps given below to do this.

  1. From your home page, go to Performance > Reports > Performance Vs Potential.
  2. Click on the Filter.
  3. Select the cycle from the Appraisal Cycle drop down.
  4. Select the department from the Department drop down and hit Search.

If you want to interchange the position of the performance assessment and potential assessment axes, click Swap and then Save.

Click on the specific box to see the list of employees who fall under the specified category, as shown in the image below.

The names of each box can be customized as per the needs of your organization.

To change the names, go to Performance > Settings > General Settings > Edit Performance vs Potential categories.

Skill Set Report

The Skill Set report helps you see the growth in the skill set of an employee. To view the skill set growth of an employee, follow the steps given below.

  1. From your home page, go to Performance > Reports > Skill Set Report.

  1. From the drop-down, select the employee or use the Employee search tab to select the employee

You will be able to see the Skill Set score across a period of time for the employee.

Let us consider this case. The reporting managers would like to see the list of employees in the organization who are proficient in a particular skill set. This is possible by making use of the Skill Set Report.

When reporting managers have access to the entire organization's skill set, it is easier for them to know the count. To enable this, follow the steps given below.

  1. From your home page, go to Performance > Settings > General Settings.
  2. Go to Skill Set Matrix (Organisation View).
  3. Under Choose role(s) for access, select Manager.
  4. Click Submit.

Now, all users who are in the role of a Manager can view the skill set matrix across the organization.

Exporting Skill Set Reports

Skill Set Reports can be exported using the following steps:

  1. Performance > Reports > Skill Set Report.
  2. Click on Export.
  3. Choose one of these formats:
  • Skill Sets - Contains the name of the employee, name of the skill, latest upgrade with time, corresponding weightage and score
  • Skill Sets with upgrade summary - Contains the name of the employee, name of the skill, all the upgrades with time, corresponding weightage and score given for each
  • Employee Potential - Contains the name of the employee, employee potential level and percentage
  1. Choose the applicable type of expor.t

 

 

Review Feedback Report

This report displays the feedback that employees have given on their performance review cycle. This also gives insight into the employee's experience in the appraisal cycle.

To view the feedback given by employees of a particular appraisal cycle, follow the steps given below.

  1. Go to Performance > Reports > Review Feedback Report.
  2. Go to the filter.
  3. Choose the Appraisal Cycle.
  4. Click Submit.

Feedback Report

This report displays the count of all the feedback types received by each employee. 

To view the feedback received by a specific employee,

  1. Go to Performance > Reports > Feedback Report.
  2. Go to the filter.
  3. Select the specific Employee.
  4. Click Search.

Appraisal Status Report

Appraisal Status Report shows the status of the various reviews that are part of the current appraisal cycle. The number of completed, pending reviews, number of approved and rejected reviews are displayed here.

To access the Appraisal Status Report page, navigate to Performance > Reports > Appraisal Status Report

On accessing the Appraisal Status Report page, by default, the chart view is displayed. The chart view provides a quick overview representation of the various reviews, along with various counts such as of completed, pending, approved, and rejected review counts.

To view the Appraisal status of a different cycle, click on the filter icon, and choose a particular appraisal cycle from the drop-down menu.

However, if you would prefer a list view, which displays the status of the various reviews for all your reportees, you can use the list view option.

Furthermore, if you would like to dive deeper into the review status, see who the reviewer was, the multi-raters, the feedback status, including details of the levels of reviewers, the hike appraiser, approval status, and so on simply select a particular employee to take a look.

Using the provided filter option, it is also possible to view the appraisal review status of a particular employee

Appraisal Score Report

Appraisal Score Report comprises of scores from only the modules that were included in the appraisal cycle along with the rating and final score. 

In the case displayed below, KRA vs goals scores, competency, the received rating, and the final score of the appraisal cycle are all displayed here.

Use the filter icon to select a different appraisal cycle, module, or employee of choice. To export reports use the ellipses icon and select the Export option. The export option includes the currently displayed report as it is shown in the product.
To customize export option or to specifically include review scores of self, multi-rater review, or to choose any particular review type use the Export Summary option. The following screenshot shows an exported .xls file which includes the self-review and multi-rater review scores of the employee Rebecca Biagio.

 

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