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.

  • From your home page, go to Performance > Reports > Goals Report
  • Click on the filter
  • 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,

  • From your home page, go to Performance > Reports > Goals Report
  • Click on the filter
  • 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.

  • From your home page, go to Performance > Reports > Goals Report
  • Click on the filter
  • 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.

  • From your home page, go to Performance > Reports > Appraisal Report
  • Click on the filter
  • Under 'Appraisal Cycle' drop-down, select the required cycle
  • 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.

For a better understanding, let us view the steps to export a report of ratings of all employees of a particular location for a particular appraisal cycle.

It is useful to have access to report with all the ratings of all employees in a particular location in order to have a consolidated view. Follow the steps given below to do this.

  • From your home page, go to Performance > Reports > Appraisal Report
  • Click on the filter and click 'Advanced'
  • Under 'Appraisal Cycle' drop-down, select the cycle
  • Under 'Work Location' drop-down, select the required location and hit Search

You will be able to see the desired report.

  • Click the ellipsis icon and select Export

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

Self Appraisal Status

Self Appraisal Status lets you know the status of self-appraisal reviews if enabled for your organization and its employees.

If you have enabled self-appraisal for your employees, you will have the need to understand how many employees have not completed self-appraisal. Follow the steps given below to get this report.

  • From your home page, go to Performance > Reports > Self Appraisal Status
  • Click Filter
  • Under 'Appraisal Cycle' drop-down, select the cycle

  • Under 'Status', select 'Pending' and hit Search

You will be able to see the desired report.

Multi-rater Status

Multi-rater Status lists the status of multi-rater reviews enabled for your organization, along with the raters and respective employees.

Using the filter available, you can create custom views to see the status of multi-rater reviews.

For instance, to see the pending multi-rater reviews, of a particular appraisal cycle,

  • From home page, go to Performance > Reports > Multi-rater Status
  • Click on the filter icon(near the ellipsis)
  • From the drop-down, select the particular appraisal cycle, status as 'Pending' and click 'Search'

You could now view the pending multi-rater reviews of the particular cycle.

Review Status

Review Status lets you view the status of your reviews, completed, pending and more, that are configured for your organization.

If you would like to see the reviews that are in Pending status for an appraisal cycle,

Follow the steps given below to do this.

  • From your home page, go to Performance > Reports > Review Status
  • Click on the Filter
  • Under 'Appraisal Cycle', drop down, select the cycle

  • Under 'Status' select 'Pending' and hit Search

You could also make use of the option to export by clicking on the ellipsis icon > Export.

For example, if you would like to export the list of completed reviews of a particular manager,

  • From your home page, go to Performance > Reports > Review Status
  • Click on the Filter
  • Under 'Manager' drop-down, select the respective Manager
  • Under 'Status' drop-down, select 'Completed' and hit Search
  • Click on ellipsis icon and select Export

You will be able to see the desired report.

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

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

  • From your home page, go to Performance > Reports > Employee Appraisal Report
  • 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

The data offers great insights into gauging an employee's performance. Zoho People features insightful reports that help to measure and manage performance accurately.

The Performance Vs Potential report matches the performance of employees across their actual potential under neat categories.

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.

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

  • Click on the respective box (in this case, the Consistent Star box) to see the list of employees who fall under the specified category, as shown in the image below.

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.

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

  • 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.

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

Now, all users who are in the role of '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 export

 

 

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.

  • Go to Performance > Reports > Review Feedback Report 
  • Go to the filter
  • Choose the Appraisal Cycle 
  • Click Submit

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