How to download a review progress report in Performance+

Overview

If you need to keep track of a review phase progress for your employees, you may download a progress report directly from the review phase tracker page.

This guide will walk you through the steps to download this report from the Performance+ module.

TABLE OF CONTENTS

• How to access
• Report Notification & Sample

How to access

Steps are below:

• Click on the Performance+ module 
• Click on the Review Cycle

  
  

  
• Filter the status of the cycles or search for the intended review Cycles  
• Click on the specific Review Phase

  
  

   
• Click on the Actions button
  
• To download the report, select "Download Progress Report"

Report Notification & Sample

When you click on the "Download Progress Report" button, a green notification banner will appear on your screen stating, "Your report will be sent to your primary email when it's ready." This message indicates that your progress report will be emailed to you once it is prepared.

• The report will be emailed to you and will include:
  • Summary of Review Cycle Progress & Timeline
  • Reviewee Info
  • Reviewer Info
  • Review Progress

• Here is a sample report to view how the report will look like.

Still Need Help?

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