Available Reports for Evaluation Module

The following list shows the reports available for the Evaluation Module with a brief description of what they will display.

Calibration Report

  • Used to see scores for evaluations that are not complete.
  • Includes:
    • Evaluation Name
    • Employee Name
    • Manager Name
    • Section
    • Weight
    • Section Score
    • Weighted Score
    • Status of Evaluation

Completed Evaluations

  • Will show all completed evaluations. Presently no option to further filter by evaluation within the system. Further filtering will require the data to first be exported to Excel.
  • Includes:
    • Employee First & Last Name
    • Rater First & Last Name
    • Evaluation Date
    • Date Completed

Completed Evaluations by Department and Date

  • Will show all completed evaluations. 
  • Can filter by the Department as well as a start and end date. Presently no option to further filter by evaluation within the system. Further filtering will require the data to first be exported to Excel.

Employee Goal Summary by Date Range

  • Includes:
    • Employee First & Last Name
    • Manager Name
    • Department
    • Job Code
    • Number of incomplete and complete goals only.

Employee Goals by Due Date

  • Can filter by date range
  • Includes:
    • Create Date
    • Employee
    • Location
    • Goal
    • Goal Description
    • Reviewed
    • Start Date
    • End Date
    • Completed date

Employee With Incomplete Manager Evaluation

  • Includes:
    • Employee First & Last Name
    • Hire Date
    • Department
    • Rater first & last name
    • Rate email
    • Evaluation
    • Date Assigned
    • Employee Sign off date time

Employee With Incomplete Manager Evals by Dept Date

  • No data will display until you select a department when running your report.
  • Includes:
    • First & Last Name of Employee
    • Department
    • Hire date
    • Rater First & Last Name
    • Evaluation
    • Date Assigned

Employee With Incomplete Self Evals by Dept Date

  • No data will display until you select a department when running your report.
  • Includes:
    • First & Last Name of Employee
    • Department
    • Hire date
    • Evaluation
    • Date Assigned

Employee With Incomplete Self Evaluation

  • Includes:
    • Employee First & Last Name
    • Employee Email
    • Department
    • Hire Date
    • Evaluation
    • Date Assigned

Evaluation Section Scores

  • This report can filter by date range. This will show a breakdown of each section with the section score, section weighted score, overall score. For example, if a review has three sections, three sections will show per final rater.
  • This report only shows the final rater scores
  • This report only shows completed evaluations
  • Includes:
    • Evaluation Name
    • Employee Name
    • Rater Name
    • Section Name
    • Section Score
    • Section Score Rated
    • Overall score
    • Complete date

Evaluation Question Answers

  • Shows answers to "Text Area" question types on an evaluation
  • Does not include comments on goals.
  • Must choose evaluation, then choose the question.

Goals Last Updated by Employee

  • Shows last time a goal was touched for an employee
  • Includes:
    • Employee Name
    • Department
    • Manager
    • Hire Date
    • Last Updated

Goals Not Updated by Date Range

  • This report can be filtered by a date range to show who has not added a goal within that time frame
  • Allows you to see who has not updated or added a goal in a specific period of time.

New Goals by Date Range

  • Includes:
    • Create Date & Time of Goal
    • Employee
    • Location
    • Manager
    • Goal
    • Goal Des.
    • Reviewed
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