BrioHR Help Center

Apart from Employee Information, Personal Details, and Employment Details, you may also customize your Performance Management Report by using the "Fields & Filters" tool, to include additional information about the Performance Cycle(s) such as:

a. Name(s) of the Appraiser(s):
Tick the checkbox next to the name(s) to apply

b. Status of "Confirm Objective": 

Select Yes or No from the dropdown menu to apply

c. Status of "360 Appraiser Assigned":

Select Yes or No from the dropdown menu to apply

d. Status of "Self Appraisal Completed":

Select Yes or No from the dropdown menu to apply

e. Status of "Manager Appraisal Completed":

Select Yes or No from the dropdown menu to apply 

f. Status of "Appraisal Acknowledge":

Select Yes or No from the dropdown menu to apply

g. Status of "Appraisal Released":

Select Yes or No from the dropdown menu to apply

h. Information of "Overall Rating: 

Input the range at the columns provided to apply 

i. Information on "Manager Competencies Rating":

Input the range at the columns provided to apply 

j. Information of "Manager Objectives Rating":

Input the range at the columns provided to apply 

k. Information on "Employee Competencies Rating":

Input the range at the columns provided to apply 

l. Information on "Employee Objectives Rating":

Input the range at the columns provided to apply 


To include the above information in your customized Performance Management Report, follow the below steps:

1. At HR Lounge, click on Reports.

2. At the Report Builder dashboard, select Performance Management > Create.

3. Select the Performance Cycle(s) you wish to appear in your report.

4. To include the Performance Cycle(s) information:

i. Click on the "Fields & Filters" icon

ii. Click on the Performance Cycle name.

iii. Click on the "+Add filter" icon to add the filter.

iv. Select the values (Yes/No), input the range, or tick the checkbox to apply the filter.

v. Click on the "Apply changes" icon to apply the selected filters to your report.

To delete a filter, click on the Bin icon.

To exclude a filter, unselect the checkbox, and then click on the "Apply Changes" icon.

5. To download the report, click on the "Export Report" icon, and select your preferred format (CSV/Excel).