Employee evaluation overview
For an overview of employee evaluations, go to the HR > Employee evaluations tab in the navigation menu.
In the default overview settings, you see all employees who have been assigned a rating and information about it.
The ratings are grouped in the overview by rating name.
Individual entries within each review are sorted by publication date, with the most recent entries appearing at the top.
In this report, you can use several options to view only the records you want:
- Checkbox Display only direct subordinates
- Checking this checkbox will filter out records related to only direct subordinates of the currently logged in user.
- Start of the evaluation period from - to
- Only records that have the start of the evaluation period from - to within the range of values you entered will be displayed.
- Filter button
- You can also use the Filter button to filter and then enter parameters to find the desired records. This filter allows you to filter multiple values for a single parameter at once.
- Filter in the overview header
- Another option for filtering is to use a filter in the column headers.
- Grouping
- To make the overview easier to navigate, you can use the grouping option. Any column can be dragged over the column headers to group the list of ratings, for example by rating status. By default, the overview is grouped by rating name.
- Creating custom views
- You can choose what information (= columns) will be displayed in the report according to your own preferences.
- You can see information about which view is currently set in the employee list in the window next to the Manage views button.
For detailed information about working with view management and creating your own views, see the article View management.
