Contents of the Goal Progress Report
Use this report to view appraisal goals including their current status, dates, and progress.
Options to Filter Report Results
Select filter criteria to narrow goals shown on the report.
Field | Description |
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Company | Select the company to use as a filter. In some cases, after selecting a company, a Division, Location, and/or Department field also display. Select options for these fields to narrow results further. |
Managers | Click Select Manager and select a manager from the Manager drop-down field. Click Search to return a list of employees with the selected manager. Check each employee you want to include on the report and click the add icon to add a single employee, or click Add All Selected to add multiple employees. When finished, click Confirm Selection. |
Employees | Click Select an Employee and specify search criteria by entering keywords such as part of an employee's name, in the Search field, or selecting a manager from the Manager field. Then click Search to return a list of results that match your search criteria. Check each employee you want to include on the report and click the add icon to add a single employee, or click Add All Selected to add multiple employees. When finished, click Confirm Selection. |
Status | Select a status to filter on for the report, such as Completed or Open. |
Related Goal | Click Browse and select a goal to narrow report results to those linked to the selection as a related goal. |
Include Terminated Employees | Click to include performance appraisals for terminated employees that meet other filter criteria. |
When finished making filter selections, click Filter to run the report.
Contents of the Report
This report displays goals that meet selected filter criteria, including their current status, dates, and progress.
Actions
Field | Description |
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Report | Click this button to return to the previous Reports menu screen. |
Parent Topic: Goal Progress Report