This report contains details of employees' performance appraisals, including information such as status, comments, and ratings. You may choose to include only the current performance cycle, or current and past performance cycles in your report.
A. ENABLING THE USER GROUP PERMISSION SETTINGS :
Note : By default, access to this report is not enabled for the user.
In order to view and download the report, the Admin user must first enable the access under "Settings", by following the below steps :
1. At Settings, click on User Groups.
2. At the relevant user group, click Edit. (The example shown below, is for the Admin user group.)
3. At the "HR Modules Permission" > "Reports Module" category, tick the "Allow access to performance appraisal report" checkbox.
4. Click on the Save button to complete the action.
B. VIEWING & DOWNLOADING THE REPORT :
1. At HR Lounge, click on Reports.
2. At Report builder, click on Performance Appraisal > Create.
3. You may select one or several cycles to appear in your report.
4. At the "Fields & Filters" tool, you may click on the Cycle Name, and unselect the filters you do not wish to appear in your customized report.
NOTE :
a. By default, all the filters are selected and included in the report. To remove a filter, untick the checkbox and click on the "Apply changes" button.
b. If more than one cycle is selected, all the selected cycles will have a dedicated category under the "Fields & Filters" tool, that can be customized to your preference.
5. Click the "Export Report" button and choose your preferred format to download your customized report.
