What can I learn from this page? | Guidance on the different Performance Admin Export options available |
Who is this guide for? | Performance Admins |
This guide is designed to highlight the Admin export options we have available in Performance:
Quick Links:
Peer and upward feedback
Navigate to reviews > admin: performance review cycles > click into cycle > peer and upward feedback > export:
There are 3 export options for peer & upward feedback:
Summary
Nominations
Feedback
Summary: Subject details (Name, ID, Email, Demographics), manager details (Name, ID, Email), number of nominations submitted and received, number of feedback requests sent, received, completed, dismissed and incomplete
Nominations: Subject details (Name, ID, Email, Demographics), manager details (Name, ID, email), nominee details (Name, ID, Email, Demographics), date submitted
Feedback: Subject details (Name, ID, Email, Demographics), manager details (Name, ID, Email), reviewer (Name, ID, Email), feedback type (upward or peer), date requested, date completed, date dismissed and feedback provided.
Manager Review
Navigate to reviews > admin: performance review cycles > click into cycle > manager review > export:
This Export contains subject details (Name, ID, Email, demographics), manager details (Name, ID, Email), date completed, date shared, average question rating, question responses (manager)
Self Reflection
Navigate to reviews > admin: self-reflection cycles > download CSV:
This Export contains subject details (Name, ID, Email, Demographics), manager details (Name, Email), date completed, date manager seen, date manager replied, question responses (subject)
Goals Reporting
Navigate to goals > admin: reporting
Reporting includes all goals, which will be listed and un-redacted in the report, except goals with visibility set as “visible only to me” which will be redacted
There are 3 export options for goals reporting:
Export all goals
Export filtered goals
Goal alignment
Export all goals: Subject details (Name, ID, Email, Demographics), goal name, type, and description, team/department, goal progress, visibility, priority, status, key results, created at date, due date, last updated, incoming alignments, outgoing alignments
Export filtered goals: Same as export all goals but for a specific date range
Goal Alignment: (Individual and Department Goals aligned to Company goals only)
Goal ID, aligned goal ID, employee account status (active/deactivated)
Goal Usage
Navigate to goals > admin: usage > download CSV:
This Export contains details about employees who have not created goals (Subject Name, ID, Email, Demographics), and Manager ID
Manager Requested Feedback History
Navigate to feedback > anytime feedback > reporting and settings > manager-requested feedback: history > export data
This Export contains manager email, requested from details (Name, ID, Email), reviewee details (Name, ID, Email, Demographics), feedback type, subject details (Name, ID, Email, Demographics), date requested, date completed, date dismissed, and date shared.
Continuous Feedback Stats
Navigate to feedback > anytime feedback > reporting and settings > continuous feedback: feedback overview > export data
Export contains completed on date, author details (Name, ID, Email, Demographics), subject details (Name, ID, Email, Demographics), read by recipient (true/false), liked by recipient (true/false), requested on date, request type