Performance Insight


Concept

The Performance Insight allows you to retrieve data about employee performance documents using search criteria based on your manager/security roles.


Steps:

  1. Click the Main Menu menu.

    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. The Performance Insight page provides a comprehensive view on the status of employee performance documents. A report of the status information can be generated by using document type, time frame or due date criteria. If a specific employee’s information is needed, the report can be generated using Employee ID or Last/First Name search criteria.

    Step 5

  6. If you click Search and do not select any criteria, all employees that fall under your security access will appear.  For this example we have security to view employees of the DC Fiscal Department.

     

    Click the Search button.

    Step 6

  7. Click the Horizontal scrollbar to move to the right side of the page and view all of the columns.

    Step 7

  8. Click the Horizontal scrollbar to move back to the left side of the page.

    Step 8

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

    Step 9

  10. You can choose to Save File or Open with Microsoft Excel.  For this example, you will open the file.

     

    Click the OK button.

    Step 10

  11. Once the file is open, you are able to filter, sort, etc. just as you would any other Excel file.

    Step 11

  12. Click the Minimize button to return to the Performance Insight page.

    Step 12

  13. Click the Clear button.

    Step 13

  14. Click the Look up Document Type button.

    Step 14

  15. Click the PERFFACT link.

    Step 15

  16. Click the Search button.

    Step 16

  17. Click the Horizontal scrollbar and move down the page to view all employees with a performance appraisal in the DC Fiscal department.

    Step 17

  18. Click the Horizontal scrollbar to move back up the page.

    Step 18

  19. Click the Clear button.

    Step 19

  20. You can also search using a specified time period.  For this example, you will search March 2016.

     

    Click the From Date calendar.

    Step 20

  21. Click the drop-down list for months.

    Step 21

  22. Click the March list item.

    Step 22

  23. Click the 1st as the From Date.

    Step 23

  24. Click the To Date calendar.

    Step 24

  25. Click the drop-down list for months.

    Step 25

  26. Click the March list item.

    Step 26

  27. Click the 31st as the To Date.

    Step 27

  28. Click the Search button.

    Step 28

  29. There are 2 performance documents within the month of March 2016.  One is in progress and the other is completed.  One was created by her direct report and the other one is her performance document.

    Step 29

  30. Click the Clear button.

    Step 30

  31. Click the Document Status drop-down list.

    Step 31

  32. Click the Evaluation list item.

    Step 32

  33. Click the Search button.

    Step 33

  34. There is only 1 employee in the DC Fiscal department with a performance evaluation is in progress.

    Step 34

  35. Click the Clear button.

    Step 35

  36. Click the Home link.

    Step 36

  37. Click the Sign out link.

    Step 37

You have completed the Performance Insight.

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