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Performance Management Reports

Standard Performance Management Reports

The following standard Performance Management Reports are available:

  1. Assessment Period Content Audit Report
  2. Calculated Weighted Average Report
  3. Compare Performance Agreement by Agreement Year Report
  4. Compare Performance Agreement by Assessment Period Report
  5. Dump KPAST Report
  6. Key Competency Report
  7. Performance Agreement Status Report
  8. Performance Management Full Report
  9. Performance Rating Distribution (Agreement Year) Report
  10. Performance Rating Distribution (Assessment Period) Report

Assessment Period Content Audit Report

An audit report on all the performance contract changes per employee.

Assessment Period Content Audit Report

Calculated Weighted Average Report

Provides a consolidated view of the calculated weighted average score per employee per assessment period per agreement for both the pre-moderation and post-moderation scores.

Calculated Weighted Average Report

Compare Performance Agreement by Agreement Year Report

This report compares the final performance rating of any two performance years per employee.

Compare Performance Agreement by Agreement Year Report
Compare Performance Agreement by Assessment Period Report

Compare performance year by review period - compares final scores over 2 periods.

Summary of employee's performance goals and objectives

Key Competency Report

Breakdown per employee of present and required level. Lists employee, manager and agreed rating as well as planned training.

Performance Agreement Status Report

Breakdown of agreement statuses - approved/not approved, scores etc. for various periods.

Performance Management Full Report

A detailed Excel export report that contains the following information:

  • EmployeeNumber
  • Surname
  • Name
  • PositionCode
  • PositionTitle
  • InternalGrading
  • EmploymentType
  • StartDateInCompany
  • StartDateInGroup
  • StartDateInPrimaryPosition
  • TerminationDate
  • LineManagerEmployeeNumber
  • LineManagerNameSurname
  • PerformanceManagerEmployeeNumber
  • PerformanceManagerNameSurname
  • OrgPath
  • Performance Year
  • Performance Year Start Date
  • Performance Year End Date
  • Review Frequency
  • Number Of Review Periods
  • Review Period
  • Review Period Start Date
  • Review Period End Date
  • Item Number
  • Perspective
  • Theme
  • Objective
  • Measure
  • Target / Rating Scale
  • Weight
  • Manager Comments
  • Employee Comments
  • Linked To PDP
  • Included In Score
  • Manager Rating
  • Employee Rating
  • Final Rating
  • Section Calculated Weighted Average
  • Section Revised Average
  • Review Period Calculated Weighted Average
  • Review Period Revised Average
  • Performance Scorecard Calculated Weighted Average
  • Performance Scorecard Revised Average

Performance Rating Distribution Report (Performance Year)

Performance Rating Distribution Report filtered by performance year. Breakdown of total number of employees, number of performance agreements done and breakdown of scores.

Performance Rating Distribution Report (Review Period)

Performance Rating Distribution Report filtered by review period. Breakdown of total performances done during a period and average scores.