Performance History

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Article Description: How to read a Performance History Report


The Performance History report is an excellent way to see how employees perform over time. Not only can you see a general trend line, but you can dive deep into performance data.


Step 1: Log in as an Admin or Manager.  Using the Reports tab on the Navigation Bar, click Performance History.



Step 2: Under Documents, select the list of data you wish to view.

NOTE: Create a New Custom List if you wish to view a data set of document based on specific criteria beyond the default set of choices.

NOTE: Performance history may have lots of connected dots, or it may have many scattered dots.  It’s good to make them connect in order to see a trend line.  In order to do this, you may need to shorten the length of time from many years of data to fewer years of data in order to create trend lines.



Step 3: Refine the data set by selecting the group of documents you wish to view from the Group By list.



Step 4: Hover on a trend line to reveal the specifics of performance over time. Hovering on a specific dot shows the review data for a particular review. From here, you can click View Review to view the scoring data.

Michael’s performance has been between a 3.8 and 3.4 since 2019.

Each dot on the line represents a unique performance review.



Step 5: Hover on a name (as show in this example) or a department, location, etc. to reveal the specifics for that data set. There will be a trend line on the graph.



Step 6: The reports gets even more granular below. Here, when hovering over employee Jim, the graphs below show the ratings that Jim has received per competency on each review that comprises the data set and also reveals the specific competency trends. Some competencies may not contain data, depending on the data set selected.


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