Effective employee performance management relies on clear insights and structured reporting.
This article walks through generating and exporting the "Assignment of Performance Bands to Employees in a Review Cycle" report, a critical tool to monitor and evaluate employee performance in an organization.
Step 1: Access Performance Reports
- Log into the system and navigate to the Performance (1) module on the left sidebar.
- Under Reports (2), select Review Reports.
- Locate the "Assignment of Performance Bands to Employees in a Review Cycle" report from the list.
This report allows managers and HR teams to view how employees are distributed across various performance bands in a specific review cycle.
Step 2: Filter the Report
Once you select the report, a filtering window appears.
- Use the dropdowns to:
- Choose the Review Cycle (e.g., Cal check).
- Select the Review Instance (e.g., November 2024).
- Define the Review Group (5) (e.g., All Employees).
This ensures that the report is customized to the required performance cycle, enabling a focused analysis.
Step 3: View and Analyze the Report
Once generated, the report displays a table with employee details, including:
- Employee Number
- Employee Name
- Job Title
- Department and Location
- Reporting Manager
- Review Cycle Name
- Performance Band
For instance, the report might show:
Step 4: Export the Report
To share or document the results:
- Click on the Download icon (usually located near the table).
- Select the export format, such as PDF.
- Save the file to your desired location.
The exported report will include all relevant employee details, neatly organized for easy interpretation.
Conclusion
The "Assignment of Performance Bands" report simplifies performance analysis by providing structured insights into employee evaluations. HR teams can leverage this report for decision-making, rewards, and performance improvement strategies. Exporting the report in formats like PDF ensures easy sharing with leadership and stakeholders, enhancing transparency and productivity.
By following these steps, organizations can effectively track performance distribution and ensure employees are recognized for their efforts.