In Rankmi we offer you the chance of creating your own reports of results for your performance review processes. With this you will be able to download only the information you need and have it at your disposal in only one place.
If you want to know more about predefined reports in Performance, please check this article.
Where can I create my own personalized reports?
To create your own personalized reports, follow these steps:
1. Go to Configuration of your process
2. Click Reports
3. Click the Personalized reports tab
4. Click Create report
Here you will have the chance of naming your report and also selecting the type of personalized report you want to create. Additionally, you will also be able to drag and drop the different fields of information to organize them in any way you want.
Which types of report do exist?
Reviewees (detailed reviews per reviewer)
In this report, you will be able to add your participants' information and their additional fields. You will also be able to add the list of their reviewers and also the information associated with their assessments and the status and results on each review relation.
Reviewees: General averages
In this report, you will be able to add your participants' information and their additional fields. You will also be able to add their global results (per domain, objectives averages and domain averages) before and after calibration.
Reviewees: Report of results of goals and objectives
With this report, you will be able to download only the results of the objectives and goals of your participants.
Which data is available to download?
Reviewees (Detailed reviews per reviewer) Report
Data | Category | Details |
ID number | Reviewee | Registered ID number of the employee in the masterlist. |
Identifier | Reviewee | Unique identifier of the employee registered in the masterlist. |
Username | Reviewee | The username that the employee uses to log in Rankmi. |
First name | Reviewee | First name of the employee registered in the master list. |
Second name | Reviewee | (If applies) Second name of the employee registered in the master list. |
Surnames | Reviewee | Surnames of the employee registered in the masterlist. |
Reviewee | Email address of the employe registered in the masterlist. | |
Gender | Reviewee | Gender of the employee registered in the masterlist. |
Language | Reviewee | Language of the employee registered in the masterlist in which the employee sees the platform. |
Date of birth | Reviewee | Date of birth of the employee registered in the masterlist. |
Phone number | Reviewee | Phone number of the employee registered in the masterlist. |
Start date | Reviewee | Date of start in the company of the employee registered in the masterlist. |
Position | Reviewee | Position of the employee registered in the performance review process. |
Position code | Reviewee | Code of the position of the employee registered in the performance review process. |
Company | Reviewee | Company under which the employee is registered in the masterlist. |
Department | Reviewee | Department to which the employee is assigned in the process. |
Department code | Reviewee | Code of the department to which the employee is assigned in the process. |
Hierarchical levels | Reviewee | Levels of the hierarchy of departments corresponding the department to which the employee is assigned in the process. |
Family of competencies | Reviewee | Family of competencies assigned to the employee in the process. |
Code of family of weights | Reviewee | Code of the family of competencies assigned to the employee in the process. |
Family of weights | Reviewee | Name of the family of weights assigned to the employee in the process. |
Every existing additional field | Additional fields | You can select which additional fields you would like to show in your report. |
Review category | Reviewer | Review category under which the reviewer assess the reviewee. |
Reviewer's ID number | Reviewer | Registered ID number of the reviewer in the masterlist. |
Reviewer's identifier | Reviewer | Registered unique identifier of the reviewer in the masterlist. |
Reviewer's email | Reviewer | Email address of the reviewer registered in the masterlist. |
Reviewer's position | Reviewer | Position of the reviewer registered in the performance review process. |
Reviewer's name | Reviewer | Name of the reviewer registered in the masterlist. |
Reviewer's surname | Reviewer | Surname of the reviewer registered in the masterlist. |
Review status | Monitoring | Current status of the assessment. |
Hierarchical validation | Monitoring | Current status of the hierarchical validation (if applies). |
Matrix validation | Monitoring | Current status of the matrix validation (if applies). |
Calibration status | Monitoring | Current status of the calibration (if applies). |
Feedback status | Monitoring | Current status of the feedback (if applies). |
Reviewees (General averages) Report
Data | Category | Details |
ID number | Reviewee | Registered ID number of the employee in the masterlist. |
Identifier | Reviewee | Unique identifier of the employee registered in the masterlist. |
Username | Reviewee | The username that the employee uses to log in Rankmi. |
First name | Reviewee | First name of the employee registered in the master list. |
Second name | Reviewee | (If applies) Second name of the employee registered in the master list. |
Surnames | Reviewee | Surnames of the employee registered in the masterlist. |
Email | Reviewee | Email address of the employe registered in the masterlist. |
Gender | Reviewee | Gender of the employee registered in the masterlist. |
Language | Reviewee | Language of the employee registered in the masterlist in which the employee sees the platform. |
Date of birth | Reviewee | Date of birth of the employee registered in the masterlist. |
Phone number | Reviewee | Phone number of the employee registered in the masterlist. |
Start date | Reviewee | Date of start in the company of the employee registered in the masterlist. |
Position | Reviewee | Position of the employee registered in the performance review process. |
Position code | Reviewee | Code of the position of the employee registered in the performance review process. |
Company | Reviewee | Company under which the employee is registered in the masterlist. |
Department | Reviewee | Department which the employee is assigned to in the process. |
Department code | Reviewee | Code of the department to which the employee is assigned in the process. |
Hierarchical levels | Reviewee | Levels of the hierarchy of departments corresponding the department to which the employee is assigned in the process. |
Family of competencies | Reviewee | Family of competencies assigned to the employee in the process. |
Code of family of weights | Reviewee | Code of the family of competencies assigned to the employee in the process. |
Family of weights | Reviewee | Name of the family of weights assigned to the employee in the process. |
Every existing additional field | Additional fields | You can select which additional fields you would like to show in your report. |
Results - Domain | General results | Numerical results of the domain/s. |
Results label - Domain | General results | Label of the results according to the conversion table of the domain. |
Domain averages | General results | Numerical results of the domain averages if it applies. If a nine-box is set, it will indicate the name of the corresponding box. |
Label of domain averages | General results | Label of the results according to the conversion table of the domain if it applies. If a nine-box is set, it will indicate the name of the corresponding box. |
Goals average | Goals results | Average of goals if it applies. |
Post-calibration domain averages | General results | |
Label of post-calibration domain averages | General results | |
Post-calibration goals average | Goals results |
Who can create personalized reports?
Only admins and managers with permissions to download global reports can create personalized reportes.
Who can view and download personalized reports?
Only the user that created the personalized report can view and download it.
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