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Performance Summary

Use this report to generate information on the summary of performance for employees.

  1. To generate a performance summary report, select the Manager Self Service menu.
  2. Select the Performance Management menu group.
  3. Select the Reports menu item.
  4. Select the Performance Summary component. The Performance Summary tab is displayed.
  5. 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.