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Review Appraisal Overview Report
The Review Appraisal Overview report is similar to the Review Appraisal Summary report, however this report is a comprehensive and definitive list of all employee reviews within the platform (as opposed to the employee's most recent review). This report provides essential details, including the employee assigned the review, the type of review conducted, and the current status of each review.
The report ensures that every employee's review is accounted for and completed within the platform. Additionally, the review status information enables better coordination among teams, allowing managers to identify any pending reviews and take necessary actions to ensure these are completed in advance of the review's due date.
To view the report, navigate to the Objectives and Reviews area of the platform in MANAGE mode and select the REPORTS tab.
🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
Insights ➡️ Reports
The Filter by Review Template drop-down will ask you to select the review type i.e Annual Appraisal (this is mandatory). You can also utilise the Audiences Included in Scores drop-down to view the feedback question responses per persona.
The icons in the top right-hand corner of the screen will help you find the information you need:
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Hides/unhides filters |
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Hide/unhides columns |
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Refreshes the report |
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Exports report to CSV |
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Closes the report |
Utilising the text and date filters at the top of the page will refine the search criteria, making it easy to locate specific information for the most relevant and desired results.
The following fields are captured within this report:
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 |