Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
A performance review is the assessment and review of your employees’ job performance. Regular performance reviews help remind workers of what their employer expects in the workplace and help to provide employers with information to use when making employment decisions, such as promotions, pay raises, and layoffs.
The Performance Review Reporting feature allows you to create a report that you can use to analyse how employees and their managers are going with their assigned performance reviews. You can also use this feature to download a CSV file of the data and remind individual employees to complete any outstanding performance review tasks.
Getting Started
- Click the Reports menu.
- Click the Performance tab.
- Click the Reviews Report box.
- Filter your search based on the following, and click Apply after applying each filter you use:
- Show terminated employees.
- Show archived review periods.
- Employee.
- Team.
- Manager.
- Employee status.
- Manager status.
- Review period.
- Date filter.
- Click the Reports menu.
- Click the Performance tab.
- Click the Reviews Report box.
- Filter your search based on the following, and click Apply after applying each filter you use:
- Show terminated employees.
- Show archived review periods.
- Employee.
- Team.
- Manager.
- Employee status.
- Manager status.
- Review period.
- Date filter.
- In line with the word "Reviews," click the small download icon to export the report to CSV.
Explore related content
- Create and view an employee goal setting report This feature allows you to create a report to see which of your employees have allocated goals (OKRs) within your organisation.
- Create and view personnel alignment to company goals report This feature allows you to create a report to see what individual and team goals align with your overall company goals.