Check-Ins – How To Generate Check-In Reports

If your account has been set up with Check-ins functionality, you can generate reports for performance reviews.

Please note that the following reports will only be available for an active Review.

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 Performance Review Reports you can access as HR

1. Head over to Settings --> Performance --> Review.

2. Choose the desired review from the drop-down list and under 'Report' you can select your desired report to be generated.

• Average score export
  • Contains a column showing you the average score of an employee 
    
    
• Status report
  • Contains the status/progress details for both reviewer and reviewee 
    
    
• Total score export
  • Contains a column showing you the total score of an employee 
    
    
• Review data export
  • Contains all data for both reviewer and reviewee

Performance Review Reports you can access as a Manager

3. As a manager, you may also generate your direct report's (your employee's) performance review reports, this is found under Organisation --> Check-in --> Reports

4. You can choose your desired review, choose the specific employee you want to generate the report about.

• Manager Summary Report 
  • Summary of managers feedback of an individual 
    
    
• Summary report (comments only)
  • All comments added in a free text field within a Check-In 
    
    
• Peer review report
  • Summary of peers feedback of an individual (360 review only) 
    
    
• Self review report
  • Summary of individuals feedback of an own assessment