What can I learn from this page? | Information about the different Export options available to Admin users |
Who is this guide for? | Performance Admins |
Whether you're a seasoned Admin or new to the role, this guide will help you explore the various export options available on the Performance side of our platform.
Peer and upward feedback
Go to Performance > Admin: Performance Review Cycles > View cycle > Peer and Upward Feedback > Export:
There are 3 export options for peer & upward feedback:
Summary: This option includes 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: The Nominations export comprises subject details, manager details, nominee details (Name, ID, Email, Demographics), and the submission date.
Feedback: This option covers subject details, manager details, reviewer details, feedback type (upward or peer), date requested, date completed, date dismissed, and the feedback provided.
Manager Review
Go to Performance > Admin: Performance Review Cycles > View Cycle > Manager Review > Export CSV:
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 Reflections
Go to Performance > 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)
Calibration View
Go to Performance > Admin: Performance Review Cycles > Calibration Views > Export CSV:
This Export contains subject details (Name, ID, Email, demographics), manager details (Name, ID, Email), date completed, date shared, average question rating, question responses (manager), performance rating, calibrated rating, calibration notes, note updated timestamp
Goals Reporting
Go 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
Go 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
Note: When exporting the CSV of employees who have not created a goal, employees who have had goals created on their behalf and then transferred to them will still appear in that list, as it reports on the Goal Creator and not the Goal Owner.
Manager Requested Feedback History
Go 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
Go 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
FAQs
Why is my export blank?
If you are receiving a Blank Admin Export, check your permissions; this will occur if you are assigned as a Performance Admin as well as an HRBP. HRBP rights take precedence over Admin rights, which will result in a limited view of data. In short, Account Admins don’t need HRBP rights. The fix? Remove your HRBP permissions leaving Account Admin only access assigned.
Why are my answers appearing as dates in my csv export?
If you are having issues with answers appearing as dates in CSV exports, try opening the file in excel. From there convert the formatting on the entire column which includes the cells that are formatted as dates. Update the formatting of the date range to the custom date format: d-d.
Why is the data in my export formatted strangely?
Generally our Performance exports are typically in CSV format which can lead to strange formatting if the file is opened directly within certain versions of Excel.
This is generally caused because the version of Excel the file is opened in doesn't handle CSV data very well. This can lead to data being mixed up between columns and some text shown as #NAME? or similar (because Excel recognises some characters as a formula).
In most cases, Mac users can simply overcome the issue by opening the CSV in a programme that handles CSV data, such as Numbers and export the file to Excel from within that programme instead.
For users on PC's, if GoogleSheets is available to you, try uploading the file and opening it in Google sheets.
Alternatively, you can import the CSV file to Excel using the instructions in this user guide.
See Also: