HCM Analytics

Performance Review Ratings

Overview

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The  Performance Review Ratings Card displays the distribution of performance ratings for completed annual reviews for support staff employees.

Only employees with a completed performance review are included in this card.

This card is based on the  Performance Excellence   process and reflects ratings recorded in the HR/Payroll system.

Performance Excellence was launched in  FY16. Data prior to FY16 reflects  department-led review processes  and may not be complete or directly comparable to later years.

Click the    “Counts by Year”   link to view the number of employees within each rating category.

 

Key Metrics & Definitions

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Percentages represent the distribution of performance ratings for completed reviews for benefit-eligible support staff employees.

Performance ratings reflect the final evaluation outcome recorded in the HR/Payroll system.

The following rating categories are included:

• Exceeds Expectations
• Meets Expectations
• Developing
• Does Not Meet Expectations

For detailed descriptions of each rating category, refer to the Performance Excellence   help pages.

Security & Access

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The Generation card  is available to users with the following roles: 

• Report Administrator Sensitive

Org-based security applies; users will only see data for organizations they are permissioned to access.

 

Drilldown Page

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Select any data point within the card to open the drilldown page for that fiscal year. To view a different fiscal year, adjust the Fiscal Year filter at the top of the page. 

 

> Filters

The following filters can be applied on the drilldown page.  Click 'Go' to apply your selections. 

Visible by Default	Available through 'Adapt Filters'
Fiscal Year*  College/MAU Organizational Unit Employee Group Performance Status Performance Rating *Required filter	Employee Subgroup Employee Type Job Personnel Subarea  Work Contract

 

> Default Views 

• Chart View: Displays employees by Rating in a column chart.

• Table View: Displays the following fields by default: 
  • Employee Name
  • Personnel Subarea 
  • Employee Group
  • Employee Subgroup
  • Organizational Unit
  • Job 
  • Performance Status
  • Performance Rating

 

>    Customizing Your View

You can personalize the chart and table to better align with your analysis needs. Click the gear icon to add, remove, or reorder dimensions.    For a brief walkthrough, see the  Customizing & Saving Views video .

 

Available dimensions include:

College/MAU     Employee Group Employee Subgroup Employee Type

FAS Category Fiscal Year  Job     Organizational Unit

Performance Status Performance Rating Personnel Subarea Work Contract

Note: Employees with a performance status of 'Cancelled' or 'Not completed' will have a performance rating of 'Cancelled/Not Completed'.

 

Interpreting the Data

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This card includes employees with a completed performance review. Employees with reviews that were cancelled or not completed are excluded from this view. For information on evaluation completion and timeliness, including late and not completed evaluations, see the Performance Review Completion & Timeliness card.

Performance ratings are based on the final evaluation recorded in the HR/Payroll system and are aligned to the fiscal year based on the task due date, not the date the evalutaion was completed. If an evaluation is completed in a later fiscal year, the rating is still reported in the fiscal year of the task due date. 

Please review the   Interpreting the Data   section on the main dashboard help page. It highlights key considerations—such as effective dates and organizational changes—that may influence results.