WeThrive Perform includes the ability for employees to complete performance review surveys in preparation for upcoming appraisals, and the ability to schedule and edit 121 meeting agendas. Managers can also give some feedback about the employee using the talent snapshot section of the meeting agenda.
There is now a way to download a summary of the above activity from Administrator and Manager accounts.
Administrators can view activity about all active employees.
Managers can only export activity about their assigned employees.
Within the Settings area of accounts, under the 'Export' tab, there is a new section.
Underneath the Performance Management Export heading, a link is now available to download a CSV file 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 only includes goals that have been set up within the 121 meeting agenda and not goals that have been created outside of the agenda and simply added to it. This is to allow users to see whether goals have been created as part of the 121 meeting to ensure there are next steps in place to address anything discussed in the meeting.
Settings > Export:
Click the blue hyperlink to download:
