Report Details

Our reports provide a wide variety of information using the available fields found throughout symplr Performance. To help you determine which report you should run, we've listed (by category) each report along with its available filters and output fields.

Administrative

This report provides insight into your organization's job description library in order to determine which descriptions may need republishing and how changes to templates will affect existing descriptions. The report details the date of the last modification and publication of the description, and which user was the last do to so.

Parameter Default Value Details
Facility All Multi-select drop-down indicating which facilities to search for data.
Department All Multi-select drop-down indicating which departments to search for data.
Job Description Status All Multi-select drop-down indicating which statuses of job descriptions to include in the report.
Group By Facility and Department Single-select drop-down which groups results by a specific data attribute.
Column Show by Default Format Description
Job Title Yes Text The title of the job description.
Job Code Yes Alphanumeric The job code identifier used by the system.
Job Description Status Yes Text Indicates the current status of the job description.
Job Description Modified Yes Date The date the last time the job description was modified.
Job Description Modified By Yes Text The user that last modified the job description.
Job Description Published Date Yes Date The date the last time the job description was published.
Job Description Published By Yes Text The user that last published the job description.
Template Name Yes Text The name of the template used to create the job description.

Appraisals

This report provides a way to view appraisal and performance goal statuses during specified time periods. This powerful auditing tool includes Employee and Assigned To statuses, helping to more easily identify any tasks which may be assigned to inactive leaders. The No Grouping filter allows the sorting of report data prior to downloading to an Excel file. The Graph view can also be selected for viewing and download.

Parameter Default Value Details
Facility All Multi-select drop-down indicating which facilities to search for data.
Department All Multi-select drop-down indicating which departments to search for data.
Employee Status All Employees Filter search results based on employee status.
Assigned To Employee Status All Employees Filter based on status of employee assigned to task (active, terminated, manager).
Appraisal Completion Status All Filter search results based on appraisal completion status.
Select Date Appraisal Due Date Organizes search results based on Appraisal or Goal Due Date, Manager Complete Date, or PDF Date.
Schedule Title All Filter results by specific appraisal and/or goal schedules.
Fields [multiple] Allows the selection of additional fields to be included in report output.
Group By Organization and Manager Single-select drop-down which groups results by a specific data attribute.
Expand All No Determines if expandable rows are expanded or collapsed when report is initially run.
From Date Blank Date-picker which filters results by records containing a date on or after the selected date. The date field searched depends on the Select Date filter.
To Date Today's Date Date-picker which filters results by records containing a date on or before the selected date. The date field searched depends on the Select Date filter.
Column Show by Default Format Description
Manager Yes Text The name of the manager an employee reports to.
Employee Yes Text The name of the employee.
Employee ID Yes Text The employee's identifier used by the system.
Position Yes Text The employee's job title.
Position Code Yes Alphanumeric The job code identifier used by the system.
Appraisal State Yes Text Indicates the appraisal task's current stage.
Task Due Date Yes Date Specifies when the current appraisal task is due to be submitted.
Task Assigned To Yes Text The name of the employee that the task was assigned to.
Task Status Yes Text

Indicates if the assigned task is Due, Past Due, or Not Due.
Appraisal Completion Status Yes Text

Indicates if the appraisal task is Not Started, In Progress, or Completed.
Self-Appraisal Status Yes Text Indicates if the self-appraisal task is Not Started, In Progress, or Completed.
# Multi-Raters Assigned Yes Integer The number of multi-rater appraisals that have been assigned to the employee.
# Multi-Raters Completed Yes Integer The number of assigned multi-rater appraisals that have been completed.
Employee Sign Date Yes Date The date the employee signed the appraisal.
Employee Sign Comments Yes Text Text of any written comments from the employee.
Manager Sign Date Yes Date The date the employee's manager signed the appraisal.
PDF Date Yes Date The date the PDF was first generated.
Total Score Yes Integer The employee's total appraisal score.
Total Possible Score Yes Integer The maximum number of appraisal score points possible.
Total Weighted Average Yes Integer The adjusted appraisal score after accounting for different score-weighting criteria.
Merit Rating Yes Integer The employee's overall merit score.
Created Date Yes Date The date the goal was created.
Performance Goal Yes Text Name of the assigned performance goal.
Goal Approval Status Yes Text Status of the performance goal.
Schedule Yes Text Name of the schedule for the performance goal.
Column Show by Default Description
# of Appraisals Yes Indicates (via the Y-axis of the graph) the total number of appraisals in a current review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Appraisal State Yes Indicates (via the X-axis of the graph) the appraisal task's current state. Stages proceed in the order of Manager Assessment, Routed for Review, Employee Review, Manager Review, and Appraisal Completed.
Past Due Yes Using the color of red, tells how many appraisals in a state are past their due date.
Not Due Yes Using the color of green, tells how many appraisals in a state are not due.
Complete Yes Using the color of blue, tells how many appraisals in a state have been completed.
Manager Assessment Yes The total number of appraisals in the Manager Assessment state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Routed for Review Yes The total number of appraisals in the Routed for Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Employee Review Yes The total number of appraisals in the Employee Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Manager Review Yes The total number of appraisals in the Manager Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Appraisal Completed Yes The total number of appraisals in the Appraisal Completed state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.

This report gives Leaders and Administrators a way to view appraisal statuses during specified time periods. This powerful auditing tool includes Employee and Assigned To statuses, helping to more easily identify any tasks which may be assigned to inactive leaders. The No Grouping filter allows the sorting of report data prior to downloading to an Excel file. The Graph view can also be selected for viewing and download.

Parameter Default Value Details
Facility All Multi-select drop-down indicating which facilities to search for data.
Department All Multi-select drop-down indicating which departments to search for data.
Employee Status All Employees Filter search results based on employee status.
Assigned To Employee Status All Employees Users who updated the table.
Appraisal Completion Status All Filter search results based on appraisal completion status.
Select Date Appraisal Due Date Organizes search results based on Appraisal Due Date, Manager Complete Date, or PDF Date.
Show Indirect Reports No Single-select drop-down which determines whether to include Indirect Reports in the report.
Group By Organization and Manager Single-select drop-down which groups results by a specific data attribute.
From Date Blank Date-picker which filters results by records containing a date on or after the selected date. The date field searched depends on the Select Date filter.
To Date Today's Date Date-picker which filters results by records containing a date on or before the selected date. The date field searched depends on the Select Date filter.
Column Show by Default Format Description
Facility Yes Text The name of the facility.
Department Yes Text The name of the department.
Manager Yes Text The name of the manager an employee reports to.
Employee Yes Text The name of the employee.
Employee ID Yes Text The employee's identifier used by the system.
Employee Status Yes Text Specifies whether an individual is an Active employee or has been Terminated from the organization.
Position Yes Text The employee's job title.
Position Code Yes Alphanumeric The job code identifier used by the system.
Schedule Yes Text The schedule used to conduct the appraisal.
Appraisal State Yes Text Indicates the appraisal task's current stage.
Task Due Date Yes Date Specifies when the current appraisal task is due to be submitted.
Task Assigned To Yes Text The name of the employee that the task was assigned to.
Assigned To Employee Status Yes Text Specifies whether the employee indicated in the Task Assigned To column is an Active employee or has been Terminated from the organization.
Task Status Yes Text Indicates if the assigned task is Due, Past Due, or Not Due.
Appraisal Completion Status Yes Text Indicates if the appraisal task is Not Started, In Progress, or Completed.
Self-Appraisal Status Yes Text Indicates if the self-appraisal task is Not Started, In Progress, or Completed.
# Multi-Raters Assigned Yes Integer The number of multi-rater appraisals that have been assigned to the employee.
# Multi-Raters Completed Yes Integer The number of assigned multi-rater appraisals that have been completed.
Employee Sign Date Yes Date The date the employee signed the appraisal.
Employee Sign Comments Yes Text Text of any written comments from the employee.
Manager Sign Date Yes Date The date the employee's manager signed the appraisal.
Delegate Name Yes Text The name of the person the task was delegated to.
Delegate Signature Date Yes Date The date the delegate signed the appraisal.
PDF Date Yes Date The date the PDF was first generated.
Total Score Yes Integer The employee's total appraisal score.
Total Possible Score Yes Integer The maximum number of appraisal score points possible.
Total Weighted Average Yes Integer The adjusted appraisal score after accounting for different score-weighting criteria.
Merit Rating Yes Integer The employee's overall merit score.
Column Show by Default Description
# of Appraisals Yes Indicates (via the Y-axis of the graph) the total number of appraisals in a current review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Appraisal State Yes Indicates (via the X-axis of the graph) the appraisal task's current state. Stages proceed in the order of Manager Assessment, Routed for Review, Employee Review, Manager Review, and Appraisal Completed.
Past Due Yes Using the color of red, tells how many appraisals in a state are past their due date.
Not Due Yes Using the color of green, tells how many appraisals in a state are not due.
Complete Yes Using the color of blue, tells how many appraisals in a state have been completed.
Manager Assessment Yes The total number of appraisals in the Manager Assessment state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Routed for Review Yes The total number of appraisals in the Routed for Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Employee Review Yes The total number of appraisals in the Employee Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Manager Review Yes The total number of appraisals in the Manager Review state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.
Appraisal Completed Yes The total number of appraisals in the Appraisal Completed state. These totals are broken down further, using colors to highlight the number of tasks with a status is Past Due, Not Due, or Complete.