Cycle and Period Dashboards, Reports, and Export
Use the cycle and period pages to review evaluation progress and download the reports configured for them. You can also export a user's evaluation results before changing their career or job category.
What can I see on the cycle page?
Open Modules > Evaluation & Careers > Evaluation Cycles and select a cycle. The Cycle Details page shows:
User's Evaluations: cards with the users of the cycle grouped by evaluation status. Use See all users to open the Cycle Users list.
The Current Evaluation tab: the cycle details, Cycle IDPs and Cycle Goals.
The Future Preparation tab: the next cycle details and users preparation. It is available only when a next cycle is configured.
The Potential Assessment tab: Users Potential Assessment cards. It is available only when the cycle includes a potential assessment.
How do I export reports for a cycle?
On the cycle page, select Export Reports at the top and choose the report in the Export Report window. The report opens in a new tab.
In the Evaluation Cycles list, you can also use the Export report row action.
Export Reports only appears when the cycle has reports configured.
What can I see on the period page?
If your organisation uses touchpoints, open Modules > Evaluation & Careers > Touchpoints and select a period. The Year Cycle Period page has the tabs Touchpoints & Progress, Individual Development Plans and Goals. When the period has reports configured, Export Reports appears at the top.
What do the detail fields mean?
On the cycle page (Cycle Details):
The cycle name and its dates are shown at the top.
Status: the current state of the cycle.
Evaluation Period: the evaluation dates of the cycle.
Type: Standard, 360° or Feedback 360.
Feedback 360 Skillset: the skillset rated in a Feedback 360 cycle.
Goals Percentage: the weight of goals in the final evaluation score.
Peers Percentage: the weight of peer ratings in the skills score.
Assigned Groups: the number of groups that have access to the cycle, shown when groups are selected.
On the period page (Period Details): Period Name, Year Evaluation, Open Date, Close Date, IDP Deadline Range, Goals Deadline Range and Status.
How do I export evaluation results before changing a user's career or job category?
Open the user's evaluation from Cycle Users.
Select Edit at the top of the page. The Update Job Category for User window opens.
In the Update Job Category section, select Export Evaluation Results. The backup opens in a new tab.
Only after the export are the Career and Category fields enabled.
Changing the career or category resets all evaluation skills and scores, and this cannot be undone.