Performance Summary
Use this report to generate information on the summary of performance for employees.
- To generate a performance summary report, select the Manager Self Service menu.
- Select the Performance Management menu group.
- Select the Reports menu item.
- Select the Performance Summary component. The Performance Summary tab is displayed.
- Complete the fields as follows:
Field |
Description/Instruction |
Fiscal Year |
Select the applicable fiscal year (XXXX) to determine the report results from the drop-down list. |
Performance Summary |
Description |
Name |
Populated with the applicable employee name. |
Review Period |
Populated with the review period, if there are documents for that employee. |
Performance Plan |
Populated with the type of document, if applicable. |
Progress Review |
Populated with the status of the review, if applicable. |
Summary Rating |
Populated with the status of the summary, if applicable. |
Direct Reports |
Checked if the employee has direct reports. |
The results are automatically generated. The names listed are the employees that report to the name (manager/supervisor) at the top of the page.