This report provides a detailed view of user's performance data during a specific Performance Cycle.
An Administrator can easily review a particular employee's appraisal details, or to view the details of a collection of user performance appraisal data filtered by Business Unit, Department, Project, Region, Role, and/or Supervisor.
NOTE: To view the Performance Detail Report, you must be a Performance Administrator.
Opening the Report
Navigate to the Waffle Menu- Select Reports- Performance- Performance Details
The Performance Detail Report opens and columns display as follows:
- Name
- Supervisor
- Role
- Business Unit
- Department
- Region
- Project
- Is Sup? (x= yes, blank = no)
- Grade Type (Objective, Competency)
- Title
- Emp Grade
- Supv Grade
- Employee Comment
- Supervisor Comment
Working with the Report
What you can do with the report
Search the Performance Detail Report
1. Click the Search button on the report toolbar.
2. Type what you are searching for in the Find field. The matching results will appear in the Search dialogue beneath the field, and the selected result will be highlighted in the report.
Filtering the Performance Detail Report
The filters allow the Performance Detail to filter the report by the following attribute or combination of attributes:
- Cycle
- Business Unit
- Department
- Project
- Region
- Role
- Supervisor
To use a filter:
1. Click the Filter button on the report toolbar.
2. Select the filters you wish to use.
3. Click Apply to populate results.
Print the Performance Summary Report
1. To print the Performance Summary Report, click the Print button on the report toolbar.
Export the Performance Summary Report
1. Click the Export icon on the report toolbar. The drop down list will appear.
2. Click on the preferred export type. The file will be available to you in your downloads folder.
If you have any questions, please reach out to support@inspiresoftware.com.