Standard Perform Report Suite
- Brendan Codrington
The standard perform report suite provides you with key insight into your performance review processes.
Summary of Standard Reports
| Category | Report Name | Report Description |
|---|---|---|
1.1 Overall Review Progress by Organisational Unit | Displays the progress of the various review phases for a given review. The data is presented by organisational unit. This report can be used by HR Managers to monitor the compliance rates for a given review. The phases can include Goal Setting, Appraisal and Development Plan. | |
1.2 Employee Review Completion Dates by Phase | Provides details relating to review phase completion per employee for a given review. The employees are grouped by organisational unit. The following key indicators are provided for each phase: - Phase end date - Phase completion date - Number of days overdue - On-time completion traffic light indicator This report will help HR managers to monitor the timely completion of reviews. Note: A negative value in the Days Overdue column indicates that the phase has been completed on time. A positive value in the column represents how many days the review completion is overdue in relation to the target completion date. | |
1.3 Completion Date Distribution by Phase | Provides a graphical distribution of the number of employees that have completed a given review phase over a given period. This report can be used by HR managers to monitor review phase completion over time. | |
| 2.1 Performance Trend by Review | Shows the trend of average performance scores by review in a given time range. The reviews are ordered by review start date. This report can be used by HR and Divisional Managers to analyse performance across all organisation units over a given time range. | |
| 2.4 Average Days Overdue of Completed Reviews | Shows the trend of average days overdue per organisational unit by completed review. This report can be used by HR managers to monitor review phase completion over time. | |
| 2.5 Competency Score Trends by Review | Shows the trend of competency scores by review in given time range. This report can be used by HR and Divisional Managers to analyse competency scores across all organisation units over a given time range. | |
| 3. Performance Results and Distribution | 3.8 Pillar-based Relationships between Employee Goals and Development Plans | Shows relationships between goal performance for a given pillar and development plans for the same pillar. |
| 4.1 Employee Review Detailed Results | Shows the detailed results for a given employee review including goals and competencies, weighting factors and scores for each reviewer.competencies by employee. | |
| 4.2 Competency Results by Organisational Unit | Shows the average final score per competency by organisational unit. This report can be used by HR Managers to analyse the competency performance levels of each organisational unit for a given review. | |
| 4.3 Competency Results by Review | Shows the average final score trend per competency by review. This report can be used by HR Managers to analyse the competency performance levels over multiple reviews. | |
| 4.4 Employee Review Results Overview (Drill Through) | Provides a list of review results including overall score, average individual goal score, and average competency score for selected performance review. | |
| 4.5 Competency Results across Organisational Units | Shows the average final score per competency across organisational units. This report can be used by HR Managers to analyse the competency performance levels of each organisational unit for a given review. | |
| 4.6 Competency Results per Employee by Organisational Units | Shows the average final score per competency by employee by organisational unit. This report can be used by HR Managers to analyse the competency performance levels of each organisational unit for a given review. (There will be no results returned for reviews that don't contain competency setting and appraisal steps. | |
| 5.1 Employee Review Goal List | Provides a detailed list of employee goals for a selected review by organisational unit. | |
| 5.2 Employee Review Competency List | Provides a detailed list of employee competencies for a selected review by organisational unit. | |
| 5.3 Employee Review Development Plan List | Provides a detailed list of employee development plans for a selected review by organisational unit. | |
| 5.4 Personal Development Plan Distribution by Pillar per Review | Shows the number of personal development plans that are associated with a given pillar, per review. This report can be used by HR managers to gain more insight into the personal development plans that have been set, and how they are distributed amongst pillars. | |
| 5.5 Questionnaire Details | Provides a list of questionnaire responses per employee, phase, step and role for a given review. |
