Performance Management standard reports and lists

Performance management information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard reports and lists for performance management and employee engagement. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.

Report name Description Navigation
Accomplishments View top contributions and accomplishments that occurred after the last check-in meeting. Manager: Manager > Engagement > Dashboard > Accomplishments

Employee: Employee > My Engagement > Accomplishments
Appraisal Criteria View appraisal criteria.
  • Click Criteria to view and define the performance criteria that appraisers are asked to rate.
  • Click Criteria Groups to view and define appraisal criteria groups for performance appraisals.
 Administrator and Generalist: Set Up > Performance > Appraisal Criteria
Appraisal Maintenance View and update appraisals that are in a specific status. Administrator and Generalist: Performance > Appraisal Maintenance
Challenges View challenges that might be impacting performance. Manager: Manager > Engagement > Dashboard > Open Challenges

Employee: Employee > My Engagement > Open Challenges
Check-Ins View information for a check-in, including the date and manager comments. Manager: Manager > Engagement > Dashboard > Check-Ins

Employee: Employee > My Engagement > Check-Ins
Performance Appraisal Dashboard Access information for the appraisals to which you have access. Administrator and Generalist: Performance > Appraisal Dashboard
Performance Appraisals View and update self-appraisals and other appraisals. Employee: Employee > My Reviews
Raves Received View raves that have been submitted for an employee. Manager: Manager > Engagement > Dashboard > Raves Received

Employee: Employee > My Engagement > Raves Received
Raves Submitted View raves that have been submitted by an employee. Manager: Manager > Engagement > Dashboard > Raves Submitted

Employee: Employee > My Engagement > Raves Submitted
Review Performance View and update performance appraisals that are assigned to your staff. Manager: Manager > Review Performance
Tasks View projects and assignments that are in progress. Manager: Manager > Engagement > Dashboard > Open Tasks

Employee: Employee > My Engagement > Open Tasks