Performance Review Saved Searches
The following saved searches for performance reviews are provided for you in your account.
Saved Search |
Description |
Information Included |
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Cycle Overview |
Displays an overview of the performance review cycle so that you can make sure reviews are being completed on time. |
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Employee Performance History |
Displays a specific employee’s performance history. |
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Rating Distribution |
Displays the performance review rating distribution by percentage so that you can see trends in employee ratings across your organization. |
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To view a performance review saved search:
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Go to Setup > Performance Management > Performance Reviews.
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From the View list, select the saved search you want to view.
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(Optional) To filter the results, expand the Filters section.
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(Optional) To export the results of the saved search, do any of the following:
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To export the results in CSV format, click the Export – CSV icon.
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To export the results in Microsoft Excel format, click the Export – Microsoft Excel icon.
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To export the results in PDF format, click the Export – PDF icon.
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To export the results in Tableau Workbook format, click the Export – Tableau Workbook icon.
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(Optional) To print the results of the saved search, click the print icon.
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(Optional) To customize the criteria and results for this saved search, click Customize View. For more information about customizing saved searches, see Defining a Saved Search.
Creating a Performance Review Saved Search
You can create a saved search based on the performance review record.
To create a performance review saved search:
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Go to Reports > Saved Searches > All Saved Searches > New.
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From the list of search types, select Performance Review.
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In the Search Title field, enter a title for the saved search.
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Define the criteria, results, and other parameters for the search. For more information about defining saved searches, see Defining a Saved Search.
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When you are finished, click Save.