Report: Performance progress

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Applicable packages

Leave

Time

HR Essentials

HR Success

Required Roles

Team Manager

HR Manager

Administrator

ADU Manager

About

The Progress Report shows the status of Performance Reviews over a specific time period. The progress report is filterable by Team, Review Template and Review Frequency and shows a snapshot of Review Progress.

The employees' Start Date, First Review Date and Last Review Date are shown, to add context to the data. 

Running the Progress Report

  1. Go to Reviews > Reporting > Progress Report. 

  2. Select the Team, Review Template, Frequency and Year you'd like to see data for. 

  • The results will show in the table - there is a key below the table to identify what each of the icons mean. 

  • If a Review has been completed in the time frame selected, a tick will show. 

  • If a Review is in progress, you'll see an hourglass. 

  • Scheduled Reviews are identified by the clock icon. 

  1. Changing the Frequency will show you more detailed reporting: 

  1. If you click on an Employee's name, you'll be taken to their Reviews page to see the Reviews that are either: Completed, In Progress or Scheduled.