Export performance review reports

Admins and managers can export performance review reports for active, halted, and archived cycles. These reports provide insights into employee performance, progress, and development areas.

Navigate to Apps > Performance > Overview.

Managers: Open the drop-down and select a team.

Admins: Open the drop-down and select My Org.

1. Click Manage for a cycle.
2. Open the Analytics tab.
3. Click the Filter icon and, from the drop-down, select the required organizational units.
4. Scroll down to a widget.
5. Click the Overflow Menu in the widget and select View Reports.

  6.   Click the Overflow Menu at the top right and select Export.

The “Analytic” tab provides a graphical overview of performance data.

• Review status distribution: Shows the review completion status for employees.
• Rating distribution: Displays employee and manager ratings.
• Performance review: Summarizes ratings across all templates used in the cycle.
• 9-Box distribution: Plots ratings on a performance–potential grid.
• Goal rating distribution: Displays ratings and comments for goals.
• IDP Rating Distribution: Displays ratings for IDPs.
• Manager and HR Recommendations: Lists manager and HR recommendations.
• Training recommendations and development plans: Lists suggested courses and development plans.
• Post review feedback: Summarizes feedback after review completion.

Export the review form

Admins and managers can export employee review forms in PDF format. Employees can also export their review form.

Individual export

Open an employee’s review form and click the Download icon at the top right.

Bulk export (for admins and managers)

Click ACTIONS and select Export Review PDF.

Employee actions

Employees can also download their review forms.
Navigate to Apps > Performance > My Reviews.

1. Open the review form.
2. Click the Download icon at the top right.
3. Click EXPORT.

The PDF file opens, and you can save it.