# Performance Management Reports

# Standard Performance Management Reports

The following standard Performance Management Reports are available:

<div data-article-id="870227" data-workflow="false" id="bkmrk-assessment-period-co"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div>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**

</div><div data-step-uuid="9c05cf96-014d-4feb-b673-8ceeb87c6559"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Assessment Period Content Audit Report

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

<div data-article-id="870227" data-workflow="false" id="bkmrk-"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9c05cf96-014d-4feb-b673-8ceeb87c6559"><div></div><div>[![Assessment Period Content Audit Report](https://media.screensteps.com/image_assets/assets/001/488/649/original/cf48e670-0ea0-4a06-93bf-16d56895ac57.png)](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488649)</div></div><div data-step-uuid="87353b9c-7da4-4c58-90a2-d57bb1ccccbf"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>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.

<div data-article-id="870227" data-workflow="false" id="bkmrk--0"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="87353b9c-7da4-4c58-90a2-d57bb1ccccbf"><div></div><div>[![Calculated Weighted Average Report](https://media.screensteps.com/image_assets/assets/001/488/622/original/62d66f05-ba0a-4a2f-82ac-247b138b72d4.png)](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488622)</div></div><div data-step-uuid="eb4e30c4-c383-4f89-8f7f-c600d89af0bc"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Compare Performance Agreement by Agreement Year Report

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

<div data-article-id="870227" data-workflow="false" id="bkmrk-compare-performance--0"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="eb4e30c4-c383-4f89-8f7f-c600d89af0bc"><div></div><div>[![Compare Performance Agreement by Agreement Year Report](https://media.screensteps.com/image_assets/assets/001/488/652/original/ccd3e053-0cf6-4494-9fa4-467876b5c4a9.png)](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488652)</div><div></div><div><span style="color: #222222; font-size: 2.8275em; font-weight: 400;">Compare Performance Agreement by Assessment Period Report</span></div></div></div></div></div>Compare performance year by review period - compares final scores over 2 periods.

<div data-article-id="870227" data-workflow="false" id="bkmrk-%C2%A0performance-agreeme"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="baf4a323-f528-49b0-a2af-38cee9760e92"><div></div><div>[![Compare Performance Agreement by Assessment Period Report](https://media.screensteps.com/image_assets/assets/001/488/655/original/3271f8cc-5e25-42f5-a01c-6ee0abc2be56.png)<span aria-hidden="true" class="preview_image"> Performance Agreement by Assessment Period Report</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488655)mp KPAST Report</div></div></div></div></div>Summary of employee's performance goals and objectives

<div data-article-id="870227" data-workflow="false" id="bkmrk-zoom%3A-dump-kpast-rep"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="ad7d0e3c-4674-4b89-a3f0-19a9e9524670"><div></div><div>[![Dump KPAST Report](https://media.screensteps.com/image_assets/assets/001/488/625/original/668a0ab3-da3e-4a40-aeed-976ea82522a5.png)<span aria-hidden="true" class="preview_image">Zoom: Dump KPAST Report</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488625)</div></div><div data-step-uuid="fb03519b-067c-45b2-a570-56f6bb03b7e6"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Key Competency Report

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

<div data-article-id="870227" data-workflow="false" id="bkmrk-zoom%3A-key-competency"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="fb03519b-067c-45b2-a570-56f6bb03b7e6"><div></div><div>[![Key Competency Report](https://media.screensteps.com/image_assets/assets/001/488/638/original/22fea329-4368-4598-a793-e7b3a4b305db.png)<span aria-hidden="true" class="preview_image">Zoom: Key Competency Report</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488638)</div></div><div data-step-uuid="83691576-b900-4ce1-8af9-f0f41e3b63e5"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Performance Agreement Status Report

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

<div data-article-id="870227" data-workflow="false" id="bkmrk-zoom%3A-performance-ag"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="83691576-b900-4ce1-8af9-f0f41e3b63e5"><div></div><div>[![Performance Agreement Status Report](https://media.screensteps.com/image_assets/assets/001/488/643/original/2d526b98-bcc0-4a07-84e8-8b0fd9a8a2bb.png)<span aria-hidden="true" class="preview_image">Zoom: Performance Agreement Status Report</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488643)</div></div><div data-step-uuid="864499e9-eca6-45f4-866b-753f30002ab0"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Performance Management Full Report

A detailed Excel export report that contains the following information:

<div data-article-id="870227" data-workflow="false" id="bkmrk-employeenumber-surna"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="864499e9-eca6-45f4-866b-753f30002ab0"><div>- 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

</div><div>[![Performance Management Full Report](https://media.screensteps.com/image_assets/assets/001/488/630/original/8456dd05-d93a-40db-88fd-c7e88107fb8f.png)<span aria-hidden="true" class="preview_image">Zoom: Performance Management Full Report</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488630)</div></div><div data-step-uuid="2f04607b-057b-4b1c-b0bc-37b45230e424"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>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.

<div data-article-id="870227" data-workflow="false" id="bkmrk-zoom%3A-performance-ra"><div data-article-id="870227" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="2f04607b-057b-4b1c-b0bc-37b45230e424"><div></div><div>[![Performance Rating Distribution Report (Performance Year)](https://media.screensteps.com/image_assets/assets/001/488/617/original/e2c67de8-d873-459b-9919-276237a1f756.png)<span aria-hidden="true" class="preview_image">Zoom: Performance Rating Distribution Report (Performance Year)</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488617)</div></div><div data-step-uuid="46314f5e-3b48-437b-b664-8c8e24e320a8"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>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.

<div data-article-id="870227" data-workflow="false" id="bkmrk-%C2%A0performance-rating-"><div data-role="steps-container"><div data-step-uuid="46314f5e-3b48-437b-b664-8c8e24e320a8"><div></div><div>[![Performance Rating Distribution Report (Review Period)](https://media.screensteps.com/image_assets/assets/001/488/633/original/2654c786-97e0-4f6f-834a-a88421aff1fa.png)<span aria-hidden="true" class="preview_image"> Performance Rating Distribution Report (Review Period)</span>](http://signify.screenstepslive.com/s/10619/m/76943/l/870227/show_image?image_id=1488633)</div></div></div></div>