Cycle Progress Report

This report provides an overview of the status and progress of the review cycles within your organization's performance management system.

In this article:
Purpose
Default Filters
Source of Data

Purpose

The purpose of this report is to track and monitor the status of review cycles and provide visibility into the progress of employee reviews, helping HR and managers ensure that the review process is on track, identify any delays or issues, and make informed decisions to improve the efficiency of the cycle.

What kind of questions can this report answer?

1. How many employee reviews have been completed in a certain review cycle?
2. How many employee reviews are currently in progress, and what is their status?
3. Is the review cycle progressing according to the predefined timeline and schedule, and is there a certain department or supervisor that may need additional support?

Default Filters

1. Time Frame: All Time
2. Data Source: Includes all performance cycles in the ClearCompany account. Including in-progress and closed cycles. This report does not include deleted review cycles or deleted reviews.

Source of Data

Employee Name

This data point is populated from the user profile fields for First Name and Last Name. This data can be seen under Tools> Setup > Users.

Role

This data point is populated from the user profile field for Role. This data can be seen under Tools> Setup > Users.

Supervisor

This data point is populated from the user profile field for Supervisor. This data can be seen under Tools> Setup > Users.

Department

This data point is populated from the user profile field for the Department. This data can be seen under Tools> Setup > Users.

Office

This data point is populated from the user profile field for Office. This data can be seen under Tools> Setup > Users.

Review Cycle Name

This data point reflects the title of the review cycle. The title is designated upon the creation of the performance review.

Review Completion Status

The completion status is pulled from the "Reviews" tab of the review cycle. The acceptable values for this status are "Completed", "Deleted",  "In Progress", or "N/A".

Current Stage

This data point provides information about the current stage of the review process, which is determined by the status in the "Reviews" tab of the review cycle.

Assigned To

This data point provides information about the individual assigned to complete the current stage of the review process.

Review Due Date

This data point reflects the closed date of the review cycle. The date is designated upon the creation of the performance review.

Employee ID

This data point is populated from the user profile fields for employee ID. This data can be seen under Tools> Setup > Users. If the employee ID is not listed on the user profile, this field will be blank.

Employee Status

This data point is populated from the user list. This data can be seen under Tools> Setup > Users> Filter Employees. Retained indicates the employee is still active and has not been terminated.