Contents of the Phase Status Report

Use this report to view which phase each employee appraisal is in, including the start and end date, where applicable.

Options to Filter Report Results

Select options to filter results.

Field Description
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.
Launch Date From Enter a date to mark the beginning of the range of launch dates you want to use to select appraisals to include on the report.
Launch Date To Enter a date to mark the end of the range of launch dates to include.
Include Terminated Employees Click to include performance appraisals for terminated employees that meet other filter criteria.

Contents of the Report

This report lists details about the current phase of employee appraisals that meet selected filter criteria.

Actions

Field Description
Report Click this button to return to the previous Reports menu screen.
Download as CSV Click this button to save a copy of the report in .CSV (comma-separated values) format.
Download as PDF Click this button to save a copy of the report in .PDF format.
Download as XLS Click this button to save a copy of the report in .XLS (Microsoft Excel) format.