Performance and Goals Reports
Whether your staff is working through their annual performance reviews or they're working on Company Goals and you want to track their progress, you can now run reports in HR Partner assessing the Performance and Goal modules.
The Performance Management Report
This report allows you to see the status of any assigned Performance Management Template, across all, groups of employees, or specific staff. You can also add parameters for dates and options to list who is involved in the review process and how they answered the review questions.
Below are the Performance Management Report parameters past the main employee filters.
| Performance Management Appraisal Template | This is where you can select the specific Performance Template you'd like to narrow your results by. |
| Review Status | This allows you to filter for assigned performance templates in specific stages. |
| Assigned Date From and To | These are the starting and ending review assigned dates to print for. |
| Review Date From and To | These are the starting and ending review due dates to print for. |
| Completed Date From and To | These are the starting and ending review completion dates to print for. |
| Performance Form Information to Include | Here you can select who you'd like to see status information for. |
Include Form Questions and Answers on Report |
Tick this on to see the answers given by the selected parties in the 'Performance Form Information to Include' parameter. |
The Goals Report
This report allows you to see the status of any assigned Employee and/or Company Goals. You can search by type of Goal (between Employee and Company goals), dates for assignments, updates, and deadlines, and goal scope.
Below are the Goal Report parameters past the main employee filters.
| Assigned Date From and To | These are the starting and ending goal-assigned dates to print for. |
| Last Updated From and To | These are the starting and ending dates of the last update to the goals to print for. |
| Due Date From and To | These are the starting and ending goal due dates to print for. |
| Goal Scope | This allows you to filter for Employee or Company Goals (leave both unticked to populate both) |
| Goal Type | This allows you to filter the results based on the Goal Type (i.e. counter, percentage, etc.) |
| Active, Completed, Archived | These options allow you to narrow down whether the Goal is active, completed, or archived. By default, both will be populated in your results. |
| Goal Name | This allows the report to populate the applicable goals based on their goal name/title. For example, if you have several goals for different sales calls, you can type in 'sales calls' and all the relevant goals with 'sales calls' in the title should populate the report. |
| Goal Details | This allows you to filter for a goal by its partial comments or explanations. |