Whether you’re having a monthly check-in, quarterly update, or semi-annual performance review, you can create a report to summarize and comment on a team member’s performance.
Managers and administrators can create reports. Reports are meant to be dynamic, allowing you to adjust the date and edit information before sharing or finalizing.
Here's a quick video on how to create a report:
Steps for creating a report:
Completing a report simply locks in the data and prevents new comments from being added.
Exporting a report provides you with a PDF version of the information. The export gives you a digest of the performance data, not including any sensitive historic information.
When a report is created, you can share it with the employee or other team members for them to review and provide their own notes. It's important to note that when sharing, some employees will have varying visibility of the report depending on their system permissions and relationship with the employee.
You can share or un-share reports as necessary:
When a user is shared on a report they will see a message notifying them off access and linking them to the report builder. Unless the report is unshared, that team member can view the report on their own dashboard.
Report recipients or those with general access (managers and administrators) can then view the report and provide their own commentary.
If you're done making edits, you are able to Complete the Report to prevent any changes from taking place. This can be accessed from the Actions dropdown menu.
Once closed, the report will be listed as "Finished" in the Reporting Table on the User Dashboard. It will remain here for access in the future.
If you need to re-open a report to make additional comments or edit the date range, you can do so by opening the report and selecting Re-Open Report in the Actions dropdown menu.
When you're done editing and adding notes to a report, you're given the option to export as a PDF. To do so, click the Actions dropdown menu and select Export PDF.
You'll have a couple of options regarding the export.
The output will be a multi-page PDF formatted in a print-friendly document: