Employee evaluation overview
For an overview of employee evaluations, go to HR > Employee evaluations in the navigation menu.
By default, the overview shows all employees who have been assigned an evaluation and
information about it (which phase and state it is currently in, period, start and end dates, and the manager’s overall evaluation).
In this report, you can use several options to view only the records you want:
- Checkbox Display only direct subordinates
- Checking this box filters the records to show only direct subordinates of the currently logged-in user.
- Start of evaluation from-to
- Only records with an evaluation start date within the entered range 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 apply multiple values to a single parameter at once.
- Filter in the overview header
- Another option for filtering is to use a filter in the column header. Here, you can filter by only one value.
- Grouping
- To make the overview easier to navigate, you can use the grouping option. You can drag any column in the employee list over the column headers to group employees—for example, by evaluation status.
- Creating custom views
- You can choose which information (columns) will be displayed in the report according to your preferences.
- You can see information about which view is currently set in the employee list in the window next to the Manage views button.
- To create a new view, click Manage Views > Add New .
- A pop-up window will open where you can:
- Set the information you want to display in the employee list.
- Set column sorting and grouping (you can not only select columns, but also choose their order).
- Set who the view will be available to – personal or public visibility.
- You can then display the created views in the list of views.
You can freely combine the individual filtering options.
