What is included in this article? | Where to download a summary of performance management activity & the details included |
Who is this article for? | Administrators and managers |
Administrators and Managers can now download an export summarising where each employee is currently at in the performance management process.
Go to Settings (cog icons) > Export.
Underneath the Performance Management Export heading, click the link to download a spreadsheet containing the following information about each active employee:
Employee name & email address
Performance review survey completed in last 6 months? (Yes/No)
Date last performance review survey completed (Date)
Last 121 date (Date)
121 completed (Draft/Saved)
121 manager (Manager completing the 121)
121 employee goals created (Number)
121 employee goals completed (Number)
121 manager goals created (Number)
121 manager goals completed (Number)
Talent snapshot category responses of latest 121 (If completed by the manager)
Filter information for each employee e.g. Team, Location, Department)
Note: the 121 employee and manager goals created/completed column includes any goals that are set up within the 121 meeting agenda.
Settings > Export:
Click the blue hyperlink to download:
