Appraisal Reports

The Appraisal module includes six built-in reports to help you review performance data from different angles — whether you need a quick rating summary, detailed written answers, or a cross-cycle trend view. 

Each report is accessed the same way: navigate to Appraisal → Reports, click the relevant report card, apply your filters, and generate your results. Most reports can be exported as Excel or PDF; see the individual sections below for exceptions.

Rating Report

The Rating Report shows each employee's rating summary for a selected cycle, broken down by reviewer relationship — self, manager, indirect, upward, and peer. Use this to see who has completed their review and what the score looks like from each perspective.

1. Go to Appraisal → Reports.
2. Click the Rating Report card.
3. Select your cycle, entity/branch, department, and employee.
4. Click Generate, then export as Excel or PDF.

Individual Performance Report

The Individual Performance Report provides the full question-by-question answers submitted for a single employee in a cycle, separated by who responded — self, manager, indirect, upward, or peer reviewers. This gives you the detailed narrative behind a rating score.

1. Go to Appraisal → Reports.
2. Click the Individual Performance Report card.
3. Select your cycle, reviewer type, entity, department, and employee.
4. Click Generate, then export as Excel or PDF.

Radar Report

The Radar Report plots each employee's category-average scores on a spider/radar chart for a selected cycle, making it easy to compare performance shape visually rather than reading rows of numbers.

1. Go to Appraisal → Reports.
2. Click the Radar Report card.
3. Select a completed cycle and one or more employees.
4. Click Generate.

Average Score Report

The Average Score Report displays the average score per employee broken down by reviewer type (self, manager, indirect, upward, and peer), plus an overall score, compared across multiple completed cycles at once. Use this to identify performance trends over time.

1. Go to Appraisal → Reports.
2. Click the Average Score Report card.
3. Select two or more completed cycles and your employees.
4. Click Generate, then export as Excel or PDF (bundled as a ZIP file).

Calibration Report

The Calibration Report tracks manual score adjustments made during the calibration process. It shows the before and after score for each affected employee, so you have a clear audit trail of any changes applied.

1. Go to Appraisal → Reports.
2. Click the Calibration Report card.
3. Select a cycle (required), and optionally filter by department or employee.
4. Click Generate, then export as Excel or PDF.

Grade Report

The Grade Report lets you compare the grade label assigned to each employee across multiple completed cycles, making it easy to track how someone's grade band has moved over time.

1. Go to Appraisal → Reports.
2. Click the Grade Report card.
3. Select multiple completed cycles, then filter by department and employee (or choose All).
4. Click Generate, then export as Excel or PDF.

Common Filter Options

All six reports share a consistent set of filters to help you narrow down the data displayed:

• Cycle — the appraisal cycle(s) you want to include.
• Entity / Branch — filter by a specific company entity or branch.
• Department — limit results to a particular department.
• Employee — focus on one or more specific employees, or select All.