Within this article, company and performance admins can understand how to report on manager and employee appraisal ratings to provide data into individual and team performance.
How to Report on Appraisal Ratings?
1. Navigate to Custom Reports or Analytics > Report Builder
2. Select the Performance module
3. Select View: Appraisals > Appraisal Section
4. Select Fields: Select Appraisal Section fields as needed
📝 | As an example, "Title", "Employee Rating", and "Manager Rating" fields to report on the section title and employee/manager overall ratings in each section. |
5. Select other fields as needed
📝 | As an example, the employee's full name "Assigned User" > "Users / Full Name". |
6. Click the Filter button to apply filters to the report (optional)
📝 | As an example, a filter for "Appraisals / Title" to display only the appraisals titled "12 Month Performance Appraisal". |
7. Click Generate Report
8. Once the report is generated you can export or save the report:
Click Export to download the report to a CSV file > The report will be available in the Downloads tab (may take some time to process depending on the report results).
Click Save As > The report will be saved to your My Reports tab