07_28_16_Performance Insight


Concept

In this Performance Insight topic, you will retrieve data about employee performance documents using search criteria based on your manager/security roles.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the Performance Insight menu.

    Step 4

  5. You will need to select one or more search criteria and/or time specific criteria. 

    Step 5

  6. The Performance Insight provides a comprehensive view on the status of employee performance documents.

     

    If a specific employee's information is needed, the report can be generated using Employee ID, Last/First Name or Position Number search criteria.

     

    If information is needed for a group of employees, the report can be generated by selecting one or more Departments or Districts.

    Step 6

  7. Search criteria specific to the Performance Insight include:

     

    - Document type - Performance Improvement Plan or Annual Performance Appraisal

    - Document status (i.e. Completed, In Progress Evaluation, Not Started, etc.)

    - Date range using From and To Date fields

    - Due Date of performance document.

    Step 7

  8. The security access for this topic will allow you to view employees within CC Montgomery County.

     

    For this example, you will search the CC Montgomery County - Computer Operations Department for performance documents by Document Type.

     

    Click the Look up Department button.

    Step 8

  9. The Look Up Department will display a list of departments.

    Step 9

  10. Click the Vertical scrollbar to view more departments.

    Step 10

  11. Click the 1015144 link for CC 15 - Computer Operations.

    Step 11

  12. The Department you selected will display here.

    Step 12

  13. Click the Look up Document Type button.

    Step 13

  14. Notice there are 2 types of documents that can be viewed:

    - Performance Improvement Plan (PIP)

    - Annual Performance Appraisal.

     

    For this example, click the PERFFACT link for Annual Performance Appraisal.

    Step 14

  15. The Search button is to view the results based on the search criteria.

     

    The Clear button is to delete the search criteria.

     

    The Export button is to download the search results into an Excel spreadsheet.

    Step 15

  16. Click the Search button to view the results based on the search criteria.

    Step 16

  17. The results displayed below show all employees who have Annual Performance Appraisals in CC 15 - Computer Operations.

    Step 17

  18. Click the Horizontal scrollbar to view the remaining columns.

    Step 18

  19. Notice the column headings show the flow of the performance document from when it was created to when it was completed.

    Step 19

  20. Click the Horizontal scrollbar to return to the search criteria.

    Step 20

  21. Click the Clear button to delete the previous search criteria.

     

    You will now search using different criteria.

    Step 21

  22. For this example, you will search for CC Montgomery County performance documents within a specific date range. 

     

    Click in the From Date field.

    Step 22

  23. a valid value
     e.g.
    Enter
     "12/16/2015"
     into the From Date field.

    Step 23

  24. Click in the To Date field.

    Step 24

  25. a valid value
     e.g.
    Enter
     "12/31/2015"
     into the To Date field.

    Step 25

  26. Click the Search button to view the results based on the search criteria.

    Step 26

  27. The results displayed below show all employees who have performance documents that were due between 12/16/2015 to 12/31/2015.

    Step 27

  28. Click the Export button to download the search results into an Excel spreadsheet.

    Step 28

  29. You have the option to Open the spreadsheet or to Save the spreadsheet.  For this example, you will open the spreadsheet.

     

    Click the OK button.

    Step 29

  30. Excel allows you to customize the data in the spreadsheet.

     

    After reviewing the spreadsheet, click the Minimize button.

    Step 30

  31. Click the Clear button to delete the previous search criteria.

    Step 31

  32. Click the Home link.

    Step 32

  33. Click the Sign out link.

    Step 33

You have completed the Performance Insight topic.

Table of Contents  Start Topic