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Create and download report on performance reviews

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plan: Premium, Platinum
Available for the following User Access levels: Admin      

The Performance Review Reporting feature lets you create a report on how employees and their managers are doing on 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

Create a performance review report
  1. Click the Reports menu.
  2. Click the Performance tab.
  3. Click the Reviews Report box.
  4. 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.
Download your performance review report
  1. Click the   Reports menu.
  2. Click the Performance tab.
  3. Click the Reviews Report box.
  4. 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.
  5. In line with the word "Reviews," click the small download icon to export the report to CSV.

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