Performance Review Distribution - Details

The Performance Review Distribution - Details report uses the Performance Review topic to display the performance distribution of employees' overall ratings for a selected review cycle with all of the employee and review details. It contains employee details, as well as information about manager and employee ratings.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Manager Rating Name	Yes	A to Z
Review Cycle Name	Yes
Employee Number
Employee Name
Gender
Department
Location
Tenure (years)
Manager Name
Reviewer Name
Review Status
Review Period
Employee Rating Value
Employee Rating Name
Manager Rating Value

Custom Fields

Manager Rating Name

The Manager Rating Name custom field displays the rating name or indicate if the review hasn't been rated. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.ManagerPFRatingScaleIncrementName IS NULL THEN 'Not Rated'
    ELSE vEmployeeReviewCycleReport.ManagerPFRatingScaleIncrementName
END

Tenure (years)

The Tenure (years) custom field displays the number of years the employee has worked. It uses the following expression:

Convert(Decimal(10, 2), Datediff(DAY, Employee.OriginalHireDate, GETDATE())/365.0)

Reviewer Name

The Reviewer Name custom field displays reviewer name or login ID. It uses the following expression:

ISNULL(AppUserEmployee.DisplayName, AppUserEmployee.LoginId)

Review Status

The Review Status custom field displays the status of the performance review. It uses the following expression:

CASE
    WHEN PerformanceReviewStatusCustom.Status = 'NotStarted' THEN 'Not Started'
    WHEN PerformanceReviewStatusCustom.Status = 'SelfReview' THEN 'Self Review'
    WHEN PerformanceReviewStatusCustom.Status = 'ManagerReview' THEN 'Manager Review'
    WHEN PerformanceReviewStatusCustom.Status = 'EmployeeAcknowledged' THEN 'Pending Employee Signature'
    WHEN PerformanceReviewStatusCustom.Status = 'ManagerAcknowledged' THEN 'Pending Manager Signature'
    WHEN PerformanceReviewStatusCustom.Status = 'ReviewCompleted' THEN 'Review Completed'
    ELSE ''
END

Review Period

The Review Period custom field displays the review period. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.ReviewCycleStartDate IS NULL THEN ''
    ELSE Convert(nvarchar(10), vEmployeeReviewCycleReport.ReviewCycleStartDate, 101) + ' - ' + Convert(nvarchar(10), vEmployeeReviewCycleReport.ReviewCycleEndDate, 101)
END

Employee Rating Value

The Employee Rating Value custom field displays the employee rating value given by the employee. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.EmployeeRating IS NULL THEN 'Not Rated'
    ELSE Convert(nvarchar(10), Convert(Decimal(10, 2), vEmployeeReviewCycleReport.EmployeeRating))
END

Manager Rating Value

The Manager Rating Value custom field displays the rating value for the employee given by the manager. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.ManagerRating IS NULL THEN 'Not Rated'
    ELSE Convert(nvarchar(10), Convert(Decimal(10, 2), vEmployeeReviewCycleReport.ManagerRating))
END

Filters

The template includes the following filters: