Performance Review Report

Description:

This report prints the performance reviews that have been created for your employees.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

  • The HR Reports field allows you to select a different report from the drop-down menu.

  • Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

  • Use the Date Range field to enter the range of time during which the performance reviews that you would like to report on occurred.

  • The Employees field allows you to select which employees will be included in this report.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

    1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

    2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.   The selected employee names are moved to the Viewed Employees box.  If you leave the Viewed Employees box empty, the report will display all employees.
      Note:        The Viewed Employees box is empty by default, thus including all employees in the report.

    3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.

  • If you would like to report on employees assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

  • If you would like to report on employees scheduled to work a specific shift only, make the desired selection from the Shift drop-down menu.

  • Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
    Example:     "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

  • The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

  • The Employee column displays the employee's full name.

  • The ID column displays the employee's ID.

  • The Card# column displays the card number that the employee is assigned to in the software.

  • The Department column displays the employee's default department assignment.

  • The Supervisor column displays the name of the supervisor that the employee is assigned to.

  • The Review Date column displays the date on which the review was conducted.

  • The Reason column lists the reason for this review (as in "Performance" or "Disciplinary").

  • The Rating column lists the rating that the author of this review selected for the employee.

  • The Author column lists the name of the person who conducted the review.

  • If a follow-up has been scheduled, the Follwoup Date column displays the scheduled date.

  • The Comments column displays any additional comments that were inserted about this review.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.