Employee Goal Reporting Details

Performance Reporting

Filtering for Performance Reporting

On-screen Performance Reporting provides access to a variety of on-screen filtering options.

Optionally filter results by Performance Review, Performance Profile, Organization Objective, Location, Department, Status, Priority, and/or either direct reports or all employees. Click on the "Update Report" button to see the latest results.

The screen can be in "Direct Reports" mode or "All Employees" mode. When viewing direct reports, "Direct reports of [supervisor name]" displays at the top.

Optionally, to filter the list to only show goal information for the employee's direct reports, click on the Manager icon next to the employee name. This selects the option button for "Direct Reports" option. If no competency reviews apply, the list will show "0 Ratings."
When in direct-report mode, to switch to the previous employee's direct reports, click on the << link.
To return to viewing all performance ratings, choose the option for "All Employees" and click on the "Update Report" button.

Results and Links on Performance Reporting

Results are listed per employee and goal. Columns include Employee Name with Manager (MGR) underneath, Goal, Review, Org. Objective (Organization Objective), Status, Priority, Assessment, Gap, and Action.
For reviews with results, the "View" link in the Action column provides access to more information about the performance goal and ratings.

Employee Performance Goal

For reviews with results, the "View" link provides a detailed view of the goal and goal-rating information.

Employee Performance Goal

The Performance Goal field, draws its data from what you have presumably entered into the Performance Profiles screen within the Performance Management module.
Each goal is associated with an Organization Objective. These objectives were entered into the Organizational Objective screen within the Performance Management module.
Assignment Description. The assignment description describes the performance goal.
Measures. Optionally, prompts about how the goal is assessed and measured are typed in the Measures field.
Weighting %. A number that represents how much a goal is weighted compared to other goals in the same performance profile. For instance, being an effective communicator might be 25% of the profile, so 25 would be entered for 25%.
Manager's Assessment. How the manager assessed the employee's achievement of the goal for this review period.
Employee's Assessment pertains to how the employee assessed his or her own achievement of the goal for this review period.
Status is the employee's progress of the performance goal. Complete is selected for 100% complete.
Completion %. Select a number that represents how complete the goal is. For instance 100 would be selected for 100% complete.
Enter the Start Date for the review period.
Enter the End Date for the review period.

Enter any Comments about the performance goal, the progress toward the goal, or anything relevant to the review period, the employee, and the goal.
To Save any changes to this Employee Performance Goal information, click on the Save button, then click okay when prompted whether you want to save the goal.
Cancel. To close the Employee Performance Goal information without saving, click on the Cancel button.