Performance Admin Exports

What can I learn from this page?	How to export from Performance
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
• Manager Review
• Self Reflection
• Goals Reporting 
• Goal Usage
• Manager Requested Feedback History
• Continuous Feedback Stats

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:

1. Summary
2. Nominations
3. 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

 

There are 3 export options for goals reporting:

1. Export all goals 
2. Export filtered goals 
3. 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: 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

 

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