In this article, we'll show how to access the HR dashboard to see how people are getting on with objectives and reviews. Administrators can then jump straight to view Users who fit into one of the summary categories and see the full details of the objective or review. Alternatively, Administrators can copy their email addresses to send an email reminder.
A few things to know about the HR dashboard:
- It summarises the % of employees without active objectives
- It summarises the % of employees with overdue objectives
- It summarises the % of employees without reviews
- Administrators can jump to view Users who fit into one of the above categories
- Administrators can download a spreadsheet containing emails for sub-sets of Users (and send reminders)
We'll cover:
- Steps to view the HR dashboard
- View a list of all Users in each of the summaries
- View employees against review status (for example to send reminders)
Steps to view the HR dashboard
To access the HR Dashboard, select HR dashboard from the Perform Administration menu:
View a list of all Users in each of the summaries
- Select See details:
- Perform will list everybody who fits the category. In this example, we see everybody with overdue objectives. A Perform Administrator can then view the details of the overdue objective:
View employees against review status
The lower panel can be used to identify employees with a specific status for a selected template. This can be used, for example, to quickly identify employees who have not yet completed a review and send a reminder to those who need it.
- Select the review template
- Select the review status:
- Select View
- Perform will list the Users who match the selections in the drop down. Select Contact review to see a list of all email addresses for the matched users:
- Select Copy to clipboard:
- Paste the email addresses into your email application, and send a message
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