Appraisal analysis¶
The Appraisals app has the ability to report on all the appraisals in the system, including past, present, and future appraisals, and their respective statuses. This report helps managers track scheduled appraisals, and identify any overdue or unconfirmed ones.
To access the Appraisal Analysis report, navigate to .
On the Appraisal Analysis page, a report loads, displaying all the appraisals in the database. Each entry is highlighted in a different color to represent their status:
Color |
Status |
Meaning |
|---|---|---|
Yellow |
Done |
The appraisal was completed. |
Orange |
Appraisal Sent |
The appraisal was confirmed, but not completed. |
Red |
Cancelled |
The appraisal was cancelled. |
Gray |
To Start |
The appraisal was scheduled, but not confirmed. |
Note
Appraisals are scheduled automatically (appear in gray), according to their respective Appraisals plans.
The report displays the current year, in a default Gantt view, grouped by department, with the current month highlighted.
To change the period of time that is presented, adjust the date settings in the top-left corner of the report by clicking the default Year to reveal a drop-down menu of options. The options to display are Day, Week, Month, and Year. Use the adjacent arrows to move forward or backward in time.
At any point, click the Today button to have the Gantt view include today’s date in the view.
To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the View button, and further details appear in a pop-up window.
The report can have other filters and groupings set in the search bar at the top.
Group by status¶
When a company has a large number of employees, the default Appraisal Analysis report may display too much information to view easily. In this scenario, viewing the data by status can be beneficial.
First, remove the default Department grouping from the search bar. Next, click the (down arrow) icon in the far-right of the search bar. Click Status in the Group By column. Click away from the drop-down menu to close it.
All the appraisals are now organized by status, in the following order: Cancelled, Done, To Start, and Appraisal Sent.
This view makes it easy to see which appraisals need to be completed, and when, as well as which appraisals still need to be confirmed.
Use case: view only the user’s appraisals¶
When viewing the Appraisal Analysis report, it can save time to only view the appraisals the signed-in user is responsible for, and hide the rest.
To only view this data, click the (down arrow) icon in the far-right of the search bar, revealing a drop-down menu.
Note
It is not necessary to remove the default Department grouping. If it remains active, the results are grouped by department. If it is removed, the results appear in a list, alphabetically.
Click Add Custom Filter at the bottom of the Filters column, and a Add Custom Filter pop-up window appears.
Click into the first field, and a pop-over appears with a variety of options. Click the (right arrow) icon after the word Employee, then scroll down and click on Manager. Next, set the middle field to = (equal). Last, click the third field and select the desired user from the list. When all the fields are set, click Add.
Now, the only appraisals that appear are the appraisals that the selected user is responsible for, instead of viewing all the appraisals.
This report can also be grouped by status.