View performance reports
See completion, average scores, the rating distribution, appraisal status, department results, trends and PIPs, and export them.
Before you start
- Set up performance settingsThe rating distribution uses the buckets of your rating scale.
- Launch an appraisal cycleThe report counts the appraisals assigned in your cycles.
In this article
Reports & Analytics is the performance overview for HR and leadership: how far the cycle has got, how people scored, and how improvement plans are going.
Steps
Open HR › Performance › Reports
In the menu on the left, select HR, then Performance, then Reports.
- Export Report downloads the figures as an Excel file.
- Totals: employees (and how many were appraised), completion rate, average score and active PIPs.
- Performance Rating Distribution: how many appraisals fall in each rating bucket. Select a bar to filter the department table below.
- Appraisal Status: completed, in progress, not started, and upcoming reviews.
Further down the page:
- Department-wise Performance: employees, completion, average score, rating breakdown and top performer for each department.
- Performance Trends: average score and number of appraisals per period. Select a point to filter the table.
- PIP Summary: active, successful and unsuccessful PIPs, success rate, PIPs due this month and overdue PIPs.
What employees and managers see
Nothing: reports are for HR and leadership. Managers follow their own team in Team Appraisals. See Appraise your team.
Next steps
Go back to the full checklist: Set up performance.
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