Performance Review Status by Review Cycle

The Performance Review Status by Review Cycle report uses the Performance Review topic to display the overall performance rating status, with the records grouped by Review Cycle Name.

Fields

Fields included in the report template

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

Custom Fields

Reviewer Name

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

ISNULL(AppUserEmployee.DisplayName, AppUserEmployee.LoginId)

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

Employee Rating Value

The Employee Rating Value custom field displays the employee's 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's 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 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: