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Performance Progress Report

Applicable packages Leave Time HR Essentials HR Success


Required Roles Team Manager HR ManagerAdministrator ADU Manager

In this article: 

About 

Running the Progress Report


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



Go to Reviews > Reporting > Progress Report. 


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. 



Changing the Frequency will show you more detailed reporting: 



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. 



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