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
- Click the Reports menu.
- Click the Reviews Report submenu.
- Chose from the following filters to refine the displayed data:
- Show terminated employees
- Show archived review periods
- Employee
- Team
- Manager
- Employee status
- Manager status
- Review period
- Date filter
- Click the Filter button.
Remind an employee to complete a performance review
- Click the Reports menu.
- Click the Reviews Report submenu.
- Choose from the following filters to refine the displayed data:
- Show terminated employees
- Show archived review periods
- Employee
- Team
- Manager
- Employee status
- Manager status
- Review period
- Date filter
- Click the Filter button.
- Click the Action button.
- Click the Remind Employee button.
Maintain
Download your performance review report
- Click the Reports menu.
- Click the Reviews Report submenu.
- Chose from the following filters to refine the displayed data:
- Show terminated employees
- Show archived review periods
- Employee
- Team
- Manager
- Employee status
- Manager status
- Review period
- Date filter
- Click the Filter button.
- Click the Download CSV button.
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