Co-worker Overview reports

Get a report on each Employee who has been rated on Goals and/or Culture. Use the rating type, time period, Department, Office and Role filters to build the report, then download a great-looking PDF to present to your Employee, or archive for later reference.

P.S. We love trees, please think before you print!

Step 1

Go to Reports under My Company in your Hi5 Menu.


Step 2

On the Reports  page, select Company Status.

This will show you all of the users in your account, along with their Culture and Goals scores.

Step 3 

Filter by Department, Role, Office, types of Ratings in order to find the relevant Employee. Or just type their name into the search bar.


Step 4: Go to Co-worker Overview

Click View Details on any Employee's Goal/Culture card to get a more in-depth view of how they've been rated.

Step 5: Build your own report

This will take you to the Co-worker Overview page. Use the filters at the top of the page to build your report. In this example, we want to see all the ratings Alissa has ever received (so we filter by time period: View All):

Step 6: Download PDF

When you're happy with the results, you can download a PDF of the review report by clicking on the red PDF icon at the bottom right of the screen.

A new browser tab will open - simply save/download the PDF and you're good to go!

Note:

You can also navigate to the Co-worker Overview page by clicking on the Company Score button in Reports.

Company score will display all employees' aggregated scores on Goals and Culture. It will also display the company's overall Culture score.

Go to the relevant employee and click on Details. This will take you to the Co-Worker Overview page.

To read more on using the Company Score report, check out this article.

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