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  4. Performance Reporting

Performance review reporting | HR Web Platform

James Nixon
Updated
EH Content Team

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.

Availability

HR Plan:   Premium   Platinum

Getting Started

Create a performance review report
  1. Click the   Reports menu.
  2. Click the Performance tab.
  3. Click the Reviews Report box.
    screenshot of the reports page, with a highlight on the performance tab and reviews report box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Show archived review periods.
    • Employee.
    • Team.
    • Manager.
    • Employee status.
    • Manager status.
    • Review period.
    • Date filter.
  5. Click the Filter button.
    screenshot of the reviews report page showing search filters, with a highlight on the filter button
Remind an employee to complete a performance review
  1. Click the   Reports menu.
  2. Click the Performance tab.
  3. Click the Reviews Report box.
    screenshot of the reports page, with a highlight on the performance tab and reviews report box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Show archived review periods.
    • Employee.
    • Team.
    • Manager.
    • Employee status.
    • Manager status.
    • Review period.
    • Date filter.
  5. Click the Filter button. screenshot of the reviews report page showing search filters, with a highlight on the filter button
  6. Click the Actions button.
  7. Click the Remind Employee button.
    screenshot of the reviews report screen with a highlight on the actions and remind employee buttons

Data management

Download your performance review report
  1. Click the   Reports menu.
  2. Click the Performance tab.
  3. Click the Reviews Report box.
    screenshot of the reports page, with a highlight on the performance tab and reviews report box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Show archived review periods.
    • Employee.
    • Team.
    • Manager.
    • Employee status.
    • Manager status.
    • Review period.
    • Date filter.
  5. Click the Filter button.
  6. Click the Download CSV button.
    screenshot of the reviews report page, with a highlight on the download cvs button

Author recommended

So you have now run your performance review report and are wondering what to do next. There are two recommendations I would make on this front, and they are:

Related to:

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