- BrioHR | Help Center
- Reports
- Performance Reports
How to View and Download Your Performance Appraisal Report
This report contains details of employees' performance appraisals, including status, comments, and ratings. You can choose to include only the current performance cycle or both current and past performance cycles in your report.
A. Enabling User Group Permission Settings
NOTE:
By default, access to this report is not enabled for the user.
To view and download the report, the Admin user must first enable access under "Settings" by following these steps:
- Go to Settings and click on User Groups.
- Click Edit on the relevant user group. (The example below is for the Admin user group.)
- In the "HR Modules Permission" > "Reports Module" category, check the "Allow access to performance appraisal report" checkbox.
- Click the Save button to complete the action.
B. Viewing And Downloading The Report
1. In the HR Lounge, click on Reports.
2. In the Report Builder, click on Performance Appraisal > Create.
3. Select one or several cycles to appear in your report.
4. In the "Fields & Filters" tool, click on Cycle Name and unselect the filters you do not want to appear in your customized report.
NOTE:
a. By default, all filters are selected and included in the report. To remove a filter, uncheck the box and click the "Apply Changes" button.
b. If more than one cycle is selected, all selected cycles will have a dedicated category under the "Fields & Filters" tool that can be customized to your preference.
5. Click the "Export Report" button and choose your preferred format to download your customized report.
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.