Review Reporting
There are several reports available for Reviews in the platform which can be used to measure performance across the business. As a system administrator, you will have visibility of all employee reviews in the platform (visibility permitting) – allowing you to report on review progress and responses across the wider business. For managers the report information is restricted to direct reports (visibility permitting).
Review reports can be found by hovering over the Objectives and Reviews area of the platform and navigate to Insights ➡️Reports. All reports for Objectives and Reviews are held in the same area.
All reports in the platform are exportable to CSV by clicking on the export button in the top right-hand corner of the screen. Other icons in this area will allow you to customise the columns, and include de-activated employees.
The sections below include use cases for each report and the exportable fields. However, if you require bespoke reporting we would recommend reaching out to your Customer Success Manager to discuss your requirements in more detail.
Review Summary Report
The Review Summary Report provides a definitive list of reviews in the platform, and details the reviews due date and status amongst other properties. This report is helpful to understand:
- How many reviews exist within your platform, and how many of these reviews are open or complete.
- Which departments or managers are/are not utilising the review functionality in the platform.
- Whether reviews are occurring frequently and consistently across the business.
Whilst many review reports in the platform will allow you to export the review responses, this report aims to give you an overview of which reviews are being conducted in the platform, and their current status.
The fields captured within this report alongside an accompanying description can be found below:
| Field Name | Description |
|---|---|
| Review Template | The review template associated with the review |
| External ID | External identifier associated with the user’s profile |
| Person | The person assigned to the review (Reviewee) |
| Manager | The reviewee’s line manager |
| Department | The reviewee’s department |
| Role | The reviewee’s role |
| Due Date | The review’s due date |
| Review Score | The review’s score derived from the Reviewer’s scoring |
| Review Status | Confirms whether the review is Open or Closed/Complete |
| Review Completed On | If the review has been marked as complete, this field will confirm what date this was actioned |
Review Appraisal Summary Report
The Review Appraisal Summary exports the feedback responses for an employee’s latest review (of that type). As an example, if the employee has completed four monthly reviews in the platform, this report will only provide details on the latest review. If you wanted to export the responses for all four monthly reviews then we would recommend the Review Appraisal Overview report.
You will need to specify the review type and persona/audience in the top right-hand corner of the screen in order for the report to generate results.
Use cases for the Review Appraisal Summary report could include:
- Viewing responses for a specific question across reviews for different employees. As an example, if a review question relates to suggested changes within the company, you can collate and report on the responses to this specific question.
- View reviewer feedback to ensure that manager’s are providing employee’s with constructive and helpful feedback.
- View the latest reviews for employees leaving the business, and analyse any trends in their review feedback responses.
The fields captured within this report alongside an accompanying description can be found below:
| Field Name | Description |
|---|---|
| Person | The person assigned to the review (Reviewee) |
| Role | The reviewee’s role |
| Manager | The reviewee’s line manager |
| Department | The reviewee’s department |
| Review Status | Confirms whether the review is Open or Closed/Complete |
| Due Date | The review’s due date |
| Review Score KPI | Displays as an arrow to compare against the previous review score (of the same review type) |
| Review Score | The review’s score derived from the Reviewer’s scoring |
| Previous Score | The previous review score (of the same review type) |
| Questions | The report details the scoring and answers for each individual question |
Review Appraisal Overview Report
The Review Appraisal Overview report exports the feedback responses for all employee reviews. If you wanted to export the responses for the latest review only, we would recommend the Review Appraisal Summary report.
You will need to specify the review type and persona/audience in the top right-hand corner of the screen in order for the report to generate results.
Use cases for the Review Appraisal Overview report could include:
- Comparing employee responses to the same feedback questions over different reviews, providing a history of what the employee has raised for their review.
- Compare reviewer feedback to ensure that manager’s are providing employee’s with consistent feedback.
- View feedback from employees leaving the business, and analyse any trends in their review feedback responses.
The fields captured within this report alongside an accompanying description can be found below:
| Field Name | Description |
|---|---|
| Person | The person assigned to the review (Reviewee) |
| Role | The reviewee’s role |
| Manager | The reviewee’s line manager |
| Department | The reviewee’s department |
| Review Status | Confirms whether the review is Open or Closed/Complete |
| Due Date | The review’s due date |
| Review Score KPI | Displays as an arrow to compare against the previous review score (of the same review type) |
| Review Score | The review’s score derived from the Reviewer’s scoring |
| Previous Score | The previous review score (of the same review type) |
| Questions | The report details the scoring and answers for each individual question |
People Without Reviews Report
The People Without Reviews Report is a great way of identifying employee’s in your platform which have no reviews assigned. This report can prove helpful shortly after you have rolled out the review functionality in your business as it ensures:
- Completeness and accountability when conducting reviews, particularly in the weeks/months following platform launch or go-live.
- That every employee has the has regular and consistent communication with their line manager.
| Field Name | Description |
|---|---|
| External ID | External identifier associated with the user’s profile |
| Person | The person assigned to the review (Reviewee) |
| Person Email | The reviewee’s email address |
| Manager | The reviewee’s line manager |
| Department | The reviewee’s department |
| Role | The reviewee’s role |
| Start Date | The date the employee started their employment |
Within this report, you can use the filters to search for employee’s without objectives within a certain time frame. You can also include deactivated users in your report by selecting the button below:
Reviewer Performance Report
The Reviewer Performance Report allows you to export the reviewer’s feedback for a review only. Unlike other reports in the platform, this report provides a visual to show how the review’s review score compares from one review to the next. This provides insight on:
- Whether the employee’s performance is improving/declining/remaining consistent, allowing you to address this with the employee sooner.
- Whether the reviewer is providing consistent and helpful feedback to the employee as part of their review.
| Field Name | Description |
|---|---|
| Reviewer | The person accountable for managing the review (typically the reviewee’s line manager) |
| Reviewee | The person assigned to the review |
| Role | The reviewee’s role |
| Review Score KPI | Displays as an arrow to compare against the previous review score (of the same review type) |
| Review Score | The review’s score derived from the Reviewer’s scoring |
| Previous Score | The previous review score (of the same review type) |
| Questions | The report details the Reviewer’s scoring and answers for each individual question |
Reviewer Direct Report Average Scores Report
The Reviewer Direct Report Average Scores report displays the average review score and divides this across the number of individuals in that Reviewer’s team. This report will apply for scored questions only. As an example, if a review question focuses on employees’ perception of the company’s culture, the average score will be calculated based on the number of times that question has been answered across that Reviewer’s team.
The column headers in the report correspond to the specific question(s), while the colours indicate whether the score average for this question is considered ‘good’ (green) or ‘bad’ (red).
You can use this report to understanding:
- If company culture is improving or worsening within a specific team.
| Field Name | Description |
|---|---|
| Reviewer | The person accountable for managing the review (typically the reviewee’s line manager) |
| Reviewer Average Score | Average combined score derived from the review’s score questions. |
| Questions | The report details the scoring that review type for each reviewer. |