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Performance Review Reporting Dashboard
Performance Review Reporting Dashboard
Updated over a month ago

Our Performance Review Reporting Dashboard will allow you the opportunity to quickly access meaningful metrics as you guide your team’s activity. The first iteration of the dashboard provides information on overall Performance Review progression and status.

To access the dashboard, manager-level users and above will navigate to "Reports" in their lefthand menu and select "Performance Review Report" from the options provided.

  • Note: Managers will only be able to review this data for their direct reports while Super Users and Admins can access this data for the entire organization.

The Performance Review Reporting Dashboard currently features two graphs, offering an alternative view of data from the performance review pipeline. For each graph, you have the option to export either the graphical image or the underlying data for further analysis.

Your dashboard will default to show performance review data for the current calendar year associated with the review. You can change this year or select multiple years in your filter view on the righthand side. You also have the option to filter the reports for: review cycle, manager, department, position, review template, and user groups.

Hovering over each section of the pie chart will display the exact percentage of users for that category.


Overall Performance Review Status

This graph provides an overview of your performance review process, displaying the current phase for each review. Use it to quickly check review progress and apply filters as needed to spot trends across departments, managers, and more.

  • Note: The phases shown in your legend may vary depending on whether performance review approval is enabled in your account settings.


Overall Performance Review Progress

This graph shows the progress of all performance reviews, categorizing them as completed, on track, or past due. Use it to monitor review timelines and ensure that evaluations are completed on schedule.

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