Performance Review Distribution

The Performance Review Distribution report is a variation of the Performance Review Distribution - Details template. This report uses the Performance Review topic to display the performance distribution for a selected review cycle, with fewer details about the employee and the review.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Review Cycle	Yes	Ascending
Manager Rating	Yes	A to Z
Employee		A to Z
Location
Reviewer
Emp Rating
Emp Rating Value
Mgr Rating Value
Review Status
Review Period

Custom Fields

Manager Rating Name

The Manager Rating Name custom field displays the manager rating name. It uses the following expression:

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

Reviewer Name

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

ISNULL(AppUserEmployee.DisplayName, AppUserEmployee.LoginId)

Employee Rating Value

The Employee Rating Value custom field displays the employee rating value. 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 manager rating value. 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

Review Status

The Review Status custom field displays the review status. 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

Filters

The template includes the following filters: