Performance Management — Goals and Reviews Workbook
This workbook is based on the Performance Management — Goals dataset and the Performance Management — Reviews dataset. With the Performance Management — Goals and Reviews workbook, you can assess goal and performance review related information for the employees in your organization. The pivot tables and charts included in this workbook have filters to ensure relevant data is displayed.
To access the workbook, click the Performance Management — Goals and Reviews link from the Workbook Templates list on the Workbook subtab of the Analytics Home page.
The following pivot tables and charts are predefined in the Performance Management — Goals and Reviews workbook:
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Goals by Status — A chart that displays the number of goals that are in each status.
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Overdue Goals — A pivot table that displays the number of days an employee is late to start a goal, late to close a goal, or if their goal is not overdue.
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Goal Outliers — A pivot table that displays the number of goals an employee has and how many of their goals have not been updated in two months. Human resources can use this information to follow up with employees on unusual goal activity.
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Performance Metrics Alignment — A chart that displays the number of goals that are tracked with each performance metric.
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Review by Status — A chart that displays the number of performance reviews that are in each status.
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Overdue Reviews — A pivot table that displays the number of days an employee’s self review is late, a reviewer’s performance review is late, and an employee’s acknowledgment is late by more than thirty days. Does not display reviews that are not overdue.
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Overall Rating Distribution — A chart that displays the percentage of performance reviews that were given each type of overall rating.
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Review Outliers — A pivot table that displays the difference between a reviewer’s overall rating and an employee’s overall rating on performance reviews. Also displays the average number of characters an employee or reviewer wrote per answer on performance reviews. Human resources can use this information to follow up with employees and reviewers on any unusual performance review activity.
For more information about SuiteAnalytics Workbooks, see SuiteAnalytics Workbook Overview.