ClearInsights Max: Performance Getting Started

Juan Burgos

Edited June 04, 2026 22:42

Welcome to our guide on understanding performance reviews and survey data within ClearCompany. In this article, you’ll learn how data access works, how review and survey attributes are displayed, and why certain information may appear differently for some employees. We also cover the difference between effective and ineffective questions and provide sample questions you can use.

In this article:
Data Access is Permission-Based and Respects Data Groups
Attributes
360 Review + Review Attributes
Survey Participation Count Attributes
Reviews With No Assignments Won’t Show
Why Some Reviewers Won’t Show
Understanding "Employee Name" Attribute
Effective vs. Ineffective Questions
Sample Questions
Performance Keywords
Additional Resources

Data Access is Permission-Based and Respects Data Groups

Data is grouped by type, and access is controlled by user permissions. If a user does not have the necessary permissions, they cannot view or explore that type of data. Additionally, data groups are enforced at all times. This means users can only access the specific segments of data (for example, by department, location, or role) that they are authorized to see, ensuring full alignment with your organization’s privacy and security settings.

Attribute Type	Required Permission	Attribute Naming Convention
Performance	Performance Admin or Performance Reporting	All attributes starts with either “Review” or “360”
Goal	Goal Admin	All attributes start with “Goal”
Survey	Survey Admin	All attributes start with “Survey” or “Pulse Survey”
One-on-One	IT Admin	All attributes start with “One-on-One”
Shoutout	IT Admin	All attributes start with “Shoutout”
General	All users with access to ClearInsights Performance have access to these	These are all unique. Employee Name, Employee Status, Department, Roles, and Office

Attributes

360 Review + Review Attributes

360 Review-specific attributes (for example, 360 Review Participant and 360 Participant Stage Due Date) are designed only to show who is involved in a 360 Review and their assigned milestone dates.

These attributes should not be used outside their intended context, especially not in calculations or comparisons with standard review attributes.

Incorrect Usage Examples:

Mixing 360 Dates with review dates: For example, calculating “How long does it take a 360 participant to complete their review?” by combining 360 Participant Stage Start Date with Review Response Date will produce invalid results. These attributes come from different workflows and are not meant to be compared.
Combining Participant and Reviewer Attributes: Using both 360 Participant and 360 Reviewer attributes in a single analysis may result in errors or failed queries due to conflicting data structures.

Rule of thumb: Keep 360 attributes in their own lane. Use them only to understand 360-specific participants and their associated stages or timelines

Survey Participation Count Attributes

Survey Office Participation Count, Survey Department Participation Count, and Survey Role Participation Count are fixed values set when the survey is first created. Each represents how many people were invited to the survey based on a single dimension: Office, Department, or Role.

These counts should only be used with their matching dimension, for example:

fUse Survey Office Participation Count only with the Office attribute.
Do not combine it with Department or Role.

Combining more than one of these attributes (For example, Survey Office Participation Count with Office and Department) leads to inaccurate results because participation numbers are not dynamically recalculated when additional filters are applied.

Reviews With No Assignments Won’t Show

Reviews with no assigned users do not appear in reporting. If a review is created as a draft and no users are added, it is excluded from all analytics and reporting views.

This behavior exists because reporting visibility is tied to assigned users. Unassigned reviews are effectively invisible to the system.

Tip: Always assign people to a review before expecting it to show up in reports.

Why Some Reviewers Won’t Show

There are a few key reasons why reviewers may not appear in your analytics. Understanding these behaviors helps you interpret your data correctly.

Reviewers Must Submit Their Reviews: Only submitted reviews are included in reporting. If a reviewer is assigned but has submitted their review, their data will not appear in any report or analysis.
Understanding 360 Review Participant Data: The 360 Review Participant attribute shows who was invited to provide feedback, but not whether they submitted it or what they said.

If you want to analyze the contents of submitted 360 feedback, use the Reviewer attribute instead. Actual review responses are stored under the Review data type, not in the 360 Participant attributes.

Understanding "Employee Name" Attribute

The Employee Name attribute is used across multiple data types in ClearInsights. Its meaning varies by context, and there are important limitations to understand.

How It Works by Data Type

Reviews: Refers to the employee who is the subject of the review.
Goals: Refers to the employee assigned to the specific goal.
Surveys: Refers to the employee who submitted the response, but only for non-anonymous surveys. For anonymous or semi-anonymous surveys, names are not shown.
One-on-Ones: Displays both individuals involved in each entry. This results in two rows for each one-on-one. For more precise reporting, we recommend using One-on-One Created By and One-on-One Task Assigned To.
Shoutouts: Refers to the employee who received the shoutout.

Effective vs. Ineffective Questions

How are reviews going? Question is too vague and requires too much interpretation.		What is the average review score by department over the last review cycle?
Why are employees not performing well?Question requires too much interpretation.		Show me the employees that have their most recent review score below 2 and what their goal completion rate was for goals created this year.
Do people like it here? Question is too vague and requires too much interpretation.		What is the trend in pulse survey scores over the past 6 months?
How is everyone doing on goals? Question is too vague and requires too much interpretation.		What’s the progress of each employee's active goals?
Which managers are doing 1:1s? Question is too vague.		In the past 12 months, how many 1:1 meetings did each manager have?

Sample Questions

Performance Review

Plot the quantitative performance summary score by team and by department.
Show me the average performance scores per department.
Show me the scores per department.
Plot the average of quantitative performance summary scores per manager.
What are the score averages per manager?
What are the score per supervisor?
Show me the scores for each employee for this year vs last year.
Show me the scores for each employee for completion of this year vs last year.
What is the percentage change between this year's scores and last year's scores for each employee?
Plot average quantitative performance summary scores by department.
Show me performance scores by department.
Plot average quantitative review assignment final scores by department.
Show me the scores of each employee over the past 5 years.
Show me the scores for each department over the past 5 years.
Show me the scores for each employee for the review title that contains "X."
Calculate the percentage of performance reviews, where the review completed date is prior to or equal to the review cycle end date.
What percentage of reviews were completed on or before the end date?
What percentage of reviews had a completion date on or before the end date?
How many reviews had a review completed date on or before the review cycle end date?
Within a given department, sort employees by quantitative performance summary score.
Within department X, sort employees by descending scores.
Within the finance department, sort employees by high to low scores.
Within the finance department, show me employees that are above a 3.
Show me employees that have a score above a 3 and include their departments.
Within the finance department, show me employees that have a score of 3 or above.
Show me the top 10 highest performers in department X.
Show me the top 10 employees with the highest scores within department Facilities.
Using a scatter plot, show me the response scores from section Goal Review and section Standard by department.
Show me each employee's score from this year compared to last year.
Show me each employee's score for completion of this year compared to last year.
Show me the percentage change for each employee, comparing their scores from this year to last year.
Show me the change for each employee, comparing their scores from this year to last year.
Identify departments with employees who do not have a performance review with completed_date within the past six months.
How long does it take, on average, to complete a review cycle?
How long does it take, on average, to complete a review?
Which departments have the highest average review scores this cycle?
What is the distribution of review scores across roles in the last review cycle?
How many reviews are currently incomplete include the current stage and the person responsible for the stage?
Which employees received the highest review scores in the most recent cycle?
On average, how long does it take an individual review to be completed?
Which review sections most frequently receive low scores?
Who are all the people that can currently provide a 360 review?
Who are all the people that can currently provide a 360 review, and let me know if they have submitted a response yet?
What is the distribution of response scores by question, grouped by department?
How have our employees' initial reviews trended over time?
Show me all our active reviews and what the progress is.
Show me all the reviews that are past due.
Can you show me the supervisors for reviews that are past due, include where the review currently sits and who's responsible.
Are there departments that struggle with review scores for the first review?
Are there any teams that don't have self-reviews?
Show me all the last reviews and what the review periods were.
Which employee had the highest average weighted score in each department for review cycles that were opened in 2024?
What were the responses and scores for the review questions that contain 'core values' from review period ending in 2025?
How did the average weighted scores change for Anton Chekhov's reviews from 2023 and 2024, listed by review title?
Are there any patterns in performance across managers?
Who are the top performers and what are their strengths?
Who are the EEs needing performance improvement, and what are the areas needing to be developed
Show review responses excluding self-reviews.

Feedback / 360 Peer Review Data

How many employees have a 360 review?
How many employees have at least 1 completed review for their 360 review?
What percentage of employees have at least 1 completed 360 review, break this by department.
Show me average scores from peer reviewers vs supervisor scores, break this by each question.
For each question, show me the average reviewer score from 360 reviews, break this by supervisor vs non-supervisor.
Identify specific sections for which there are quantitative differences between 360 review peer and manager feedback.
Show me average scores from peer reviewers vs supervisor scores, break this by each section.
Which departments have an average 360 review score below 3?
For each department, identify which employees have a 360 review score below 2
What percentage of invited 360 reviewers decline or fail to respond?
Show me who declined to participate when they were asked to provide a 360 review.
I want to see all the people with overdue 360 reviews. Include their supervisors, the current stage and who that stage is assigned to.
Which employees received more than 3 review responses in their 360 review?
How many 360 feedback comments do not contain "collaboration"?

Goals Data

Count the number of employees with at least 1 goal.
Show me all the employees that have more than 10 goals.
How many people have at least 1 goal created this year?
How many people have at least 5 goals created this year?
Count the number of completed goals and divide by the total number of employee-set goals.
In 2023, what percentage of goals were completed?
Count the number of goals with a status of "on-target" or "ahead" and divide by the total number of employee-set goals.
What percentage of goals were 'on target' or 'ahead' last year?
On a quarterly basis, plot the number of times goal statuses have been updated in the past year.
How many times times are goal statuses updated on a monthly basis.
How many times are goal statuses updated on a monthly basis.
Plot the average number of active goals per employee by role.
What's the average number of goals per person break by role?
For each department, show me the count of completed goals also include the performance review scores.
For each department, what percentage of active goals have a current goal history status of 'on target' or 'ahead'?
For each department, how many goals do they have that have a goal status of 'on-target' or 'ahead'?
Plot the incidence of each goal status value by department.
Plot the goal completion percentage by department.
For each department, what percentage have a goal status of 'complete'?
For each department, what percentage have completed their goal?
What percentage have goals completed break by department
Plot the goal completion percentage by team or department. Matt: plot the count of goals by each department broken by the completion status Question: "Show me the number of goals by department, slice by completion status"
For each employee, identify instances where goals with the same title are in a lifecycle status of completed and the most recent goal history status is behind
Across employees, identify multiple instances of the same goal title not having been completed.
How many goal title are not complete
Across employees, identify multiple instances of the same goal title having been completed with a "behind" status.
Show me the count of goal status is 'behind' for each goal title.
Show me the top 10 goal titles with the highest number of 'behind' status.
Calculate the average number of days between goal creation date and goal completion date.
What's the average days between goal creation and goal completion dates?
How long does it take to complete a goal?
how many active career development goals currently have 'on-target' or 'ahead' per department?
how many career development goals have been completed per department?
What is the percentage of career development goals with 'on target or 'ahead' per department?
For each department, show me the count of career developement goals and their review scores.
For each department show me their percentage of developement goals that have a status of complete and include their average performance review scores.
What percentage of goals are marked complete on time?
What are the most common goal categories set across the organization?
What’s the progress of each employee's active goals?
What percentage of goals are currently marked complete?
Which departments have the most goals marked as behind?
Which departments currently have the most goals marked as behind.
Show me the current goals statuses for each department.
For the most recent update, which departments currently have the most goals marked as behind.
What is the trend in goal completions over time?
What types of goals are most often marked as “Ahead”?
Show me a count of goals by category and status update.
How do goal completion rates differ by role?
Which goals have been updated most frequently this quarter?
Which departments have been updating their goals most frequently this quarter?
What are the average target values for financial goals?
I want to see how our employees are currently tracking against their goals. Don't include completed goals.
Which employees have not updated their goals in the past 30 days?
Which goal categories have the highest completion rates across departments?
How aligned are employee goals with their manager’s goals by department?
What feedback are managers providing on goals?
What is the distribution of grades from managers by goal category?
What is the distribution of grades from managers by department?
Who's goals are behind schedule?
How does goal status compare across departments?
Are people getting their goals done?
What themes do we see for goals not completed by their due date?
What is the ratio of completed goals vs not completed goals per department?

Perf + Goal

How do goal completion rates correlate with final performance review scores?
Show me the employees that have their most recent review score below 2 and what their goal completion rate was for goals created this year.

Perf + Surveys

Is there a correlation between survey scores and review scores?

Employee Survey

Show me the three employee survey sections with the highest scores, and the three employee survey sections with the lowest scores.
Show me the three employee survey sections with the highest scores
Show me the three employee survey sections with the lowest scores.
Show me the three employee survey questions with the highest scores.
Show me the three employee survey questions with the highest scores.
Show me the three employee survey questions with the highest average scores.
Identify the three most common categories on a single-select question about employee strengths.
In survey X for each question, show me the 2 most common responses that were selected.
Identify the three most common selections on a single-select question about employee strengths.
For survey 'employee engagement survey 2024', what are the 3 highest scoring questions?
What are the top three sections in an exit survey?
In the "X" survey, what are the participation rates by department?
In the "X" survey, what are the participation rates by Office?
Plot (non- or semi-anonymous) survey "Engagement" section score by role and location.
Plot (non- or semi-anonymous) stock "Employee Engagement Survey" score by role and location.
What are the scores for the survey 'employee engagement' survey by role?
What are the scores for the survey 'employee engagement survey' by office?
What are the scores for the survey 'employee engagement survey' by department and role?
Which 3 survey questions receive the highest scores?
Which survey questions receive the highest average score?
For surveys conducted this year, which questions had the 3 lowest scores?
How many employees provided a text response for 'employee engagement surveys"?
What percentage of employees provided a text response for 'employee engagement surveys"?
For the 'X', what percentage of employees provided a text response? (need to fill in X with a specific survey name, try 'Remote Worker Survey')
Show me the scores for "Employee Engagement Survey" broken by department.
Show me the scores for "Employee Engagement Survey" broken by role.
Which departments have a score below the average score of "employee engagement survey"
Compare most recent employee survey summary scores wth employee survey summary scores from last year.
Show me the average score for the "Employee Engagement Survey" for each survey conducted for the past 12 months.
Compare this year's average score for the "Employee Engagement Survey" to last year.
What's the scores for question 1 and 9 from the 'Employee Engagement Survey'?
What's the average scores for question 'I find the work I do challenging and engaging.' and 'I know what is expected of me to be successful in my role.' from the 'Employee Engagement Survey'?
What's the average scores for question 1 and 9 from the 'Employee Engagement Survey' break this by department?
Plot stock "Employee Worklife Experience Survey" scores by department.
Show me the average score of each section from the "Employee Worklife Experience Survey" broken by department.
Plot stock 'Emotional Wellbeing & Mental Health Employee Survey' scores by department.
Show me the average score of each section from the 'Emotional Wellbeing & Mental Health Employee Survey' broken by department.
Show the average scores for 'Emotional Wellbeing & Mental Health Employee Survey' and "Employee Worklife Experience Survey" for each department.
For engagement surveys, what is the trend of average score per survey question?
How many participants scored above a 9 on eNPS?
What is our score trend of our pulse survey?
What is the percentage change of our pulse survey?
For each survey question what is the most common response?
What is the average score on the “Teamwork” section of the surveys?

Survey + Shoutout

Do teams that give more shoutouts have higher engagement survey scores?

1:1 Workspace

Show me how many meetings each manager and employee have each week.
Show me how many meetings each manager and employee have each month.
Count the number of meetings with a start_date within the next 30 days.
How many 1:1 meetings have a start date within the next 30 days?
What's the average number of action items per manager?
For each manager, what's the average number of action items?
For each department, plot the average number of days since the last 1:1 meeting, also include the average performance score.
For each role, plot the number of completed 1:1 meeting action items versus quantitative performance review scores.
For each role, show me the count of completed 1:1 meeting action items vs their average performance review scores.
For each role, plot the number of completed 1:1 meeting action items versus goal completion status.
How many action items are typically documented per employee?
How many 1:1 entries are tasks vs notes?
In the past 12 months, how many 1:1 meetings did each manager have?

Recognition

How many shoutouts are given weekly?
How many shoutouts are given weekly, and by whom?
Which departments give the most shoutouts?
Who’s getting recognized the past quarter?

New Hire Review

What's the average score for the 'Quality of Hire Review'?
What's the average score for the 'quality-of-hire'?
What's the average score for the 'Quality of Hire Review' show this monthly.
What's the average score for the 'Quality of Hire Review' break this by department.
What percentage of employees have a final score of at least 3 on their first performance review?
What percentage of employees have a final score of at least 3 for 'Quality of Hire Review'?
What percentage of employees have a final score of at least 3 for 'General Review'?
Which 3 questions from the first performance review scored the lowest?
Which 3 sections from the 'Quality of Hire Review' score the lowest?
Which 3 questions from the 'Quality of Hire Review' score the lowest?
Show me the average scores for all reviews, and include the review type
Show me the score from 'Quality of Hire Review' and the scores for all performance review.
Show me the score from 'Quality of Hire Review' and the scores for all performance reviews break by department.
Plot mean and stdv values for initial performance review scores for each department.
Plot mean and standard deviation for Quality of Hire review scores for each department.
Plot average initial performance review scores by department by review cycle.
Plot average scores from the first performance review by department by review cycle.
Plot average Quality of Hire review scores by department by review cycle.
What’s the distribution of quality of hire scores by reviewer type?
Are new hires satisfied with the onboarding experience by office?
What aspects of onboarding are the most effective?

Performance Keywords

Performance keywords allow you to analyze employee performance data using predefined search terms in ClearInsights. These keywords help you quickly explore data related to reviews, goals, surveys, shoutouts, and performance metrics without manually creating multiple filters.

For example, you can run searches such as:

Top 10 employees by review score
Average review score by department
Goals created last quarter
Reviews started this year

Performance keywords are grouped into categories to help you structure your searches:

General keywords: Rank or sort performance data.
Comparative keywords: Compare values or apply conditions.
Date keywords: Analyze performance activity across time periods.
Text keywords: Find data containing specific words or phrases.
Number keywords: Calculate counts, averages, totals, and ratios.

Use the keyword tables below as a reference when building searches in ClearInsights.

General Keywords

Keyword	Examples
Top n	What are the top 10 employees by review score?
Bottom n	Show bottom 3 departments by review score
Sort by	Sort by descending/ascending

Comparative Keywords

Function	Examples
all	Show all the employee names
between... and	Which employees have a review score between 2 and 4?
vs, versus	Show average review scores by department for 2023 vs 2024.
“Greater than” or “more than” >	Which employees received more than 3 review responses in their 360 review?
“Less than” <	Which reviewers scored less than 1?
“Greater or equal to” or “n or more” or “at least” >=	Which hiring managers have 15 or more openings?
“Less than or equal to” or “n or less” <=	Which survey sections scored less than or equal to 4?
“Equal to” or “Exact” or “have n” =	Which recruiters have 3 candidates in the offer macro stage?
“Exclude “or “not” !=	Show review responses excluding self-reviews.
Percentage of	What is the percentage change between this years scores and last years scores for each employee

Date Keywords

Keyword	Examples
after	Shoutout Date after 10/31/2024
before	Goal start date before march 2024
between … and ...	Review Stage Due Date between 01/30/2024 and 7/10/2024
daily	How many shoutouts in the past month, show daily
day	How many shoutouts on Monday this week?
day of week	Which day of the week had the most shoutouts in the past 6 months.
weekly	How many goals were created last quarter show weekly
month	Show how many survey responses in June this year
monthly	What's the average score for the 'Quality of Hire Review' show this monthly
quarter	Which goals have been updated most frequently this quarter?
quarterly	How many goals were updated in the past year, show quarterly?
year	What was the average review score for each role this year?
yearly	What is the review scores for each department, show yearly?
week to date	Show goals that were updated week to date
month to date	Show shoutouts month to date
quarter to date	How many one-on-ones quarter to date?
year to date	Show all employees that completed 3 goals year to date
last n days / weeks / months / quarters/ years	How many departments completed 4 reviews in the past 45 days
last week / month / quarter / year	Show me employees who completed a review last quarter.
Yesterday, today, tomorrow	How many performance reviews are due tomorrow?
n days / weeks / months / quarters / years ago	Which goals were created 3 months ago?
this week / month / quarter / year	How many reviews were started this quarter?
next n days / weeks / months / quarters / years	Which goals have due dates in the next 2 months?
next day / week / month / quarter / year	How many 360 review stages are scheduled to start next week?

Text Keywords

Keyword	Examples
begins with	Show me reviews that begin with "Q1"
contains	How many review comments contain the word "leadership"?
ends with	Show me review titles that end with “Annual Review”
not begins with	Show me goals that do not begin with "Stretch"
not contains	How many 360 feedback comments do not contain "collaboration"?
not ends with	How many review titles do not end with “Probation”?

Number Keywords

Function	Examples
“count” or “how many”	How many review comments do not contain "collaboration"?
unique count	What is the unique count of reviewers who submitted feedback?
average	What is the average score on the “Teamwork” section of the reviews?
sum	What is the total number of goals assigned this year? (note: summing dates is not supported)
ratio	What is the ratio of completed goals vs not completed goals per department

Additional Resources

ClearInsights Max: Recruiting Getting Started
ClearInsights Max: Chart Configurations Overview
ClearInsights Max: Best Practices