Viewing headcount by performance review report

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.

Customise

Click Customise at the title bar to customize the fields. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings and exit, Default to reset your selections to the default settings, or Close to exit without saving.

Criteria section

Group

Select one of the available options to display the report 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 report 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 report 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 report 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 report 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 report of people belonging to the selected job title. For more information, see Viewing job titles.

Group by

Select Group, Division, Cost centre, Job group, Job activity, or Job title to group the report by the selected option.

Subordinates

Select Direct, Level 2, or Level 3 to include people with the selected reporting level in the report. If you want to display people of all levels, select None.

Type

Select the Employee, Contractor, Student, and/or Temporary check boxes to include the respective types of employment in the report.

Start date

Type or select the date or range of dates to display the people with performance review profiles that have been created within the specified dates.

Note: Typing or selecting only the start of a date range will display report for performance review profiles that are created on the selected date and after it. Typing or selecting only the end of a date range will display report for performance review profiles that are created on the date and before it.

Status

Select the Active, Hired, and/or Inactive check boxes to include the respective statuses of the people in the report.

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.

Count (Profile)

This column displays the headcount of people who match the defined criteria.

Count (Not reviewed)

This column displays the headcount of people who have not completed the performance review.

Count (Reviewed)

This column displays the headcount of people who have already completed the performance review.

Reviewed (%)

This column displays the headcount of people who have already completed the performance review in percentage form.