Apart from Employee Information, Personal Details, and Employment Details, you can also customize your Performance Management Report by using the "Fields & Filters" tool to include additional information about the Performance Cycle(s) such as:
a. Name(s) of the Appraiser(s):
Tick the checkbox next to the name(s) to apply.
b. Status of "Confirm Objective":
Select Yes or No from the dropdown menu to apply.
c. Status of "360 Appraiser Assigned":
Select Yes or No from the dropdown menu to apply.
d. Status of "Self Appraisal Completed":
Select Yes or No from the dropdown menu to apply.
e. Status of "Manager Appraisal Completed":
Select Yes or No from the dropdown menu to apply.
f. Status of "Appraisal Acknowledge":
Select Yes or No from the dropdown menu to apply.
g. Status of "Appraisal Released":
Select Yes or No from the dropdown menu to apply.
h. Information on "Overall Rating":
Input the range in the columns provided to apply.
i. Information on "Manager Competencies Rating":
Input the range in the columns provided to apply.
j. Information on "Manager Objectives Rating":
Input the range in the columns provided to apply.
k. Information on "Employee Competencies Rating":
Input the range in the columns provided to apply.
l. Information on "Employee Objectives Rating":
Input the range in the columns provided to apply.
Steps to Customize Your Performance Management Report:
- Access HR Lounge: Click on Reports.
- Create Report: At the Report Builder dashboard, select Performance Management > Create.
- Select Performance Cycle(s): Choose the Performance Cycle(s) you wish to include in your report.
- Include Performance Cycle Information:
- Click on the "Fields & Filters" icon.
- Click on the Performance Cycle name.
- Click on the "+Add filter" icon to add the filter.
- Select the values (Yes/No), input the range, or tick the checkbox to apply the filter.
- Click on the "Apply changes" icon to apply the selected filters to your report.
To delete a filter, click on the Bin icon.
To exclude a filter, unselect the checkbox, and then click on the "Apply Changes" icon.
- Download the Report: Click on the "Export Report" icon and select your preferred format (CSV/Excel).
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.