Report Name | Description and Examples |
Compensation Adjustment Report | The Compensation Adjustment Report provides administrators and managers filtering, sorting and grouping capabilities across any Compensation process in any status. With summaries, charts, and extended list data, users can view compensation adjustments, history, performance, and job salary scale details for employees across Compensation processes. |
1:1 Status Report | The 1:1 Status report provides you with the acceptance and progress of 1:1 meetings within the organization. This report delivers information on the number and percentage of employees who have met with managers for 1:1 meetings. Employees can be listed by name, or viewed on a graph. You can sort this information using various groupings, such as department, division, or manager. In addition, you can sort employees using filters such as job title and status. |
Feedback Report | The Feedback Report lets managers and Super Users understand how feedback is being used in an organization. The report identifies the types of feedback being sent and received, as well as who is sending feedback, and for whom. Managers and Super Users can use the Feedback Central report to identify feedback sent and feedback received to see how feedback impacts employee performance and engagement. |
Myers-Briggs Assessment (Myers-Briggs Assessments must be licensed) | This report details the adoption of Myers-Briggs Assessments in your organization. The report shows you both the number and percentage of employees who have completed their Myers-Briggs assessment, sorted by various groupings. You can also see the number and percentage of each of the sixteen Myers-Briggs types in your organization. The report shows you the number and percentage of employees who have agreed to share their results. Note: The Myers-Briggs Type Indicator Assessments are no longer supported as of version 17; however, you can continue to report on assessments that were completed. |
Score | The Score Report details your employee’s overall scores. It can also display their scores on individual competencies. Use this report if you want a quick summary of your employee’s scores in an individual competency, or an entire process. You can also use this report to view the scores of all the reports in your chain of command, not just your direct reports. This report provides similar functionality to the other Score Report. Choose this report when you want to see data numerically and write or edit employee appraisals from the report. Choose the other Score Report when you want to see your data represented visually. |
Score Report | This Score Report provides similar functionality to the other Score Report. However, this report presents data in a visual manner, through charts and graphs. This report also provides advanced filtering, and reports across multiple processes. Choose this report when you want to see your data visually. Choose the other report when you want to see data numerically, and when you want to write or edit employee appraisals from the report. |
Status Report | The Status Report displays details about a current Appraisal Process. Managers and Administrators can track the progress of an Appraisal Process and see which of their direct reports have completed each step. Managers and Administrators can view overall status, or view individual status by step or task. From within this report, Managers and Administrators can email their direct reports to remind them about the tasks that need to be completed. |
Multirater Status (Multirater must be licensed) | The Multirater Status report provides you with a high-level view of evaluators who are providing feedback for an employee. Use the legacy version of the Multirater Status report to see the number of employees that have completed the evaluation, the number that have not yet completed the evaluation, and the number that have declined the evaluation. You can drill-down or view more detailed information about the subjects of the Multirater process, such as viewing the names of the evaluators. You can also use this report to notify evaluators involved in the process that they have a task to perform. Use the new version of the Multirater Status report to see the status of the Multirater assessments in chart form. You can also filter on items such as process title, process type, start and end dates, and who launched the multirater assessments such as administrator or manager. You can report on multiple processes at a time and view more information in the list view by adding different columns of information. You can view the list grouped by evaluation status, by subject name, by evaluator name, and more. You can use the Multirater Status report to answer the following types of questions related to a multirater assessment: • How many evaluators have declined to provide multirater feedback across all employees in the process? • How many evaluators for employees in my team have provided multirater feedback? • What is the status (completed, declined, not started, under approval, in progress) of the multirater evaluation of a specific evaluator? • How many times has an evaluator been selected in an evaluation process in the last year? • How many evaluators has an employee or manager selected to provide feedback? |
Competency Rating (Performance) | The Competency Rating Report identifies the number of employees that were assigned a rating in each competency point scale. For example, five employees received a rating of “3” in the “Customer Focus” competency, and two employees received a rating of “4” in the “Productivity” competency. Unlike the Score Report, the employee’s name is not shown in this report. Use this report if you want to view competency ratings expressed in a percentage format, rather than in a numerical scoring format. Since employee names do not appear on this report, it is a good report to use if you want to view strengths and areas of improvement within a group of employees. |
Goals (Performance) | The Goals Report provides a list of your employees’ goals by showing either their personal goals or organizational goals. Goal details such as the title, details, status, flag, and percent complete are included in the report. Use this report to get a quick look at all of your employees’ goals and answer the following types of questions: • Which of my employees have goals with a status of “Not started”? • Do my employees have any unapproved goals? |
Talent Inventory (Succession) | A Talent Inventory report provides you with insight into succession planning for your chain of command by identifying the best candidates in a talent pool at the current time. You can view a Talent Inventory report for your direct reports only, or you can view the report for all employees in your hierarchy. |
Development Plan | A Development Plan Report provides a list of all of your employee’s development plans. Details of the development plan, such as the title, details, status and so on, are included in the report. Use this report if you want a quick summary of your employees’ development plans. For example, you can generate a development plan report to see the status of all of your employees’ development plans and take action for the ones that are incomplete or late. You can view all of the development plans for all of your employees, or you can view process-defined development plans, which are development plans created on a form during a specific process. You can also view development plans for a specific category or competency being developed. |