Performance Insights

Guidance on how to analyse your performance cycle data using Performance Insights

Jessie Walsh avatar
Written by Jessie Walsh
Updated over a week ago

What can I learn from this page?

How to analyse your performance cycle data using Performance Insights

Who is this guide for?

Performance Admins, Perform HRBP

Performance Insights allows you to explore your Performance rating scale data and custom rating scale data through vizualisations in your Performance Review Cycle.

There are two types of vizualisations at the moment in Performance Insights:

  1. Performance rating by demographic

  2. Custom rating scale data

Insights are available for individual cycles to see the distribution of employees by each performance group. To view insights, click on Performance > Insights and select the cycle you would like to view using the the dropdown menu:

Note:

To be valid in Performance insights, a review cycle needs:

  • A performance rating question for the Performance rating by demographic visualization.

  • A performance rating question and a rating scale question, or a minimum of two rating scale questions, for the Custom rating scale visualization. These questions reside within the Manager Review unit.

Company Overview visualisation

When you select a review cycle, the first graph you see will be your Company Overall for that specific cycle. This visualization shows the performance rating data by percentage of employees.

Performance rating by demographic

The Select Demographic option allows you to view your data by the demographic you select and discover where to focus your efforts.

To Group by your demographics

At the top of the Percentage Distribution of Employees by Performance Rating section, you'll find the Group by [demographic] option. Use this to see your performance rating data within specific demographics like Manager or Department.

Remember, Performance Insights uses your overall Account Demographics, not your mapped performance demographics.

Custom rating scale data

Axis drop down menus

There are two axis to this vizualisation.

On the Vertical Axis you’ll be able to select from either the Performance rating question or Rating scale questions. While on the Horizontal axis you’ll be able to only select from Rating scale questions. (Rating scale questions can be custom or one of our default questions e.g “This person is ready for a promotion today”)

Filter by demographics

To filter, use the Select Demographic Filter, pick a group like Department, and select a value, for example, 'CA Engineering' to see specific results.

Remember, Performance Insights uses your overall Account Demographics, not your mapped performance demographics.

Exploring your data in more detail

If you click on the individual circle shown on the Axis view, there will be a Sidebar that displays all the people that fall into the specific segment.


See also:

Did this answer your question?