Performance Review Dashboard Fields
The following tables provide descriptions for the fields shown on the Performance Review Dashboard.
Performance Review Admins can access the Performance Review Dashboard by selecting Performance Review Dashboard for additional information.. Select an employee line on the dashboard to expand that line and view performance review history. See
Select the dashboard field descriptions to view:
The following fields display at the top of the Performance Review Dashboard.
|Company||Shows the list of companies available to the logged-in user. Select a company from the drop-down.|
|Initialize Reviews button||Allows Performance Review Admins to send performance reviews to employees (if self-reviews are enabled) and managers. Selecting this button opens a pop-up window where you can choose a review template, the employees whose reviews you want to initialize, and the review due date.|
|Manage Review Templates button||Allows Performance Review Admins to add, edit, and deactivate performance review templates.|
|Send Bulk Email Reminder||Allows you to send a reminder email to all
employees (if self-reviews are enabled) and managers who have not
yet submitted performance reviews.
Note: To remind individual employees or managers, use the option available by selecting an employee's name on the Performance Review Dashboard page. See the expanded field descriptions in the table below for more details.
|Export button||Allows you to download a PDF or Excel copy of the data
currently showing on the Performance Review Dashboard. You can use
Date and To Date fields to
limit the data shown on this report to a specific date range.
|From Date / To Date||Allows you to set a date range for filtering employee reviews on the dashboard.|
|Template||Allows you to filter employee reviews showing on the dashboard by review template. Select a template from the drop-down to view only those employee reviews that used that specific template.|
|Status||Allows you to filter employee reviews
showing on the dashboard by review status based on the company, date
range, and selected template. Status options:
Note: Review status analytics display in the upper right of the dashboard. Analytics correspond to the statuses shown in the dashboard grid.
|Search||Allows you to search for employee reviews by employee name or number.|
The following fields display after you select an employee line on the dashboard to expand that line.
|Employee Number and Employee||Show the employee number and name for employees who have performance reviews for the selected filter and search options.|
|Last Review Initialized||The date on which the employee's most recent performance review was initialized.|
|Performance Review Manager||The manager assigned to this employee on thepage.|
|Performance Review Group||The employee group assigned to this employee on thepage. Each member of this performance review group must sign off on the employee's review before it can be finalized.|
|Date Initialized||The date that the selected review was initialized.|
|Due Date||The date that the selected review was or is due.|
|Review Template Name||The performance review template that was used for the selected review.|
|Employee Status||If self-reviews are enabled, this field shows the employee's status for the review. Completed reviews include a link to the form that the employee completed.|
|Overall Status||The combined employee (if self-reviews are enabled) and manager status for the selected performance review.|
|Overall Score||The combined score that the employee received for a finalized performance review or the combined score as it currently stands for reviews not yet finalized.|
|Action button||The Action button
provides the following options: