Viewing performance review rating statistics
Menu path
Modules ? HRM ? Reports ?
Statistics ?
Rating by performance review
Introduction
This page allows you to view the total number of ratings based on different performance review groups and the attributes. The performance review profiles that have been created or completed will be reflected in the statistics.
The Performance Review management feature is a measurement tool that monitors and measures the performance of
employees within an organization. It also helps the management to identify if the results delivered by the
employees are aligned with the organization’s goals.
Roles and rights
To view the performance review rating statistics, function right 145 — View Resource card or 359 — Maintain Competency is required. By default, users with the HR or HR assistant role have this function right.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the performance review rating statistics?
- Define the criteria under the Criteria section.
- Click Show.
Buttons
Close
Click this to exit.
Show
Click this to display the report according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the report according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Fields
Criteria section
Group
Select one of the available options to display the statistics for specific groups of people in the organization. The available options depend on
the setup at Modules ➔ HRM ➔ Setup ➔ Organisation ➔ Group: Division. For more information, see Overview of group layouts.
Division
Type or select the division code to display the statistics of people belonging to the selected division. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Cost centre
Type or select the cost center code to display the statistics of people belonging to the selected cost center. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and modifying cost centers.
Job group
Type or select the job group code to display the statistics of people belonging to the selected job group. For more information, see Viewing job groups.
Job activity
Type or select the job activity code to display the statistics of people belonging to the selected job activity. For more information, see Viewing job activities.
Job title
Type or select the job title code to display the statistics of people belonging to the selected job title. For more information, see Viewing job titles.
Reference date
Type or select a date of reference.
Reviewer: Type
Select one or more of the following check boxes to view the records, which are reviewed by the selected reviewer:
- Person — Select this to view the records that are reviewed by the person himself or herself.
- Manager — Select this to view the records that are reviewed by the manager.
- Reviewer — Select this to view the records that are reviewed by an assigned reviewer.
- All — Select this to view all records reviewed by all reviewers. If you select this check box, the other three check boxes will be cleared.
Layout
Select Performance review or Rating to display the statistics by the selected layout.
Type
Select the Employee, Contractor, Student, and/or Temporary check boxes to include the respective types of employment in the statistics.
Group by
Select Group, Division, Cost centre, Job group, Job activity, or Job title to group the statistics by the selected option.
Status
Select the Active, Hired, and/or Inactive check boxes to include the respective statuses of the people in the statistics.
Show
Select Count to display the headcount of the results, % to display the results in percentage form, or Count + % to display the results in both forms.
Columns
Performance review
This column displays the performance indicators defined for the performance review profile(s).
Statistics
This column displays the ratings in the form of graphical bars for the respective performance indicators. The colors of the bars represent the different ratings.
Count
This column displays the number of people who obtained the ratings for the respective performance indicators. You can click the value hyperlink to display a list of people who obtained the respective rating.
%
This column displays the number of people who obtained the ratings for the respective performance indicators in percentage form. The values in the column are calculated using this formula: (The total number of ratings for a performance indicator / The total number of all ratings for a performance indicator) x 100.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
16.022.954 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
16-08-2017 |
Release: |
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Attachment: |
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Disclaimer |