Performance Review Trend - Details

The Performance Review Trend - Details report uses the Performance Review topic to display the overall performance rating trend of employees for one or more selected review cycles with all of the employee and review details. It contains columns such as review cycle name, employee self-review ratings, and manager review ratings.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Employee	Yes	A to Z
Gender
Department
Location
Manager
Reviewer
Tenure in yrs
Review Cycle
Review Period
Review Status
Emp Rating Value
Emp Rating in PCT
Emp Rating Name
Submitted by Emp
Mgr Rating Value
Mgr Rating in PCT
Mgr Rating Name
Submitted by Mgr

Custom Fields

Reviewer Name

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

ISNULL(AppUserEmployee.DisplayName, AppUserEmployee.LoginId)

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)

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

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

Employee Rating Value

The Employee Rating Value custom field displays the rating value for the employee 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))+' / '+CONVERT(nvarchar(10), CONVERT(Decimal(10, 2), vEmployeeReviewCycleReport.RatingScaleMaxValue))
END

Employee Rating Score in %

The Employee Rating Score in % custom field displays the employee rating score as a percentage. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.EmployeeRating IS NULL THEN NULL
    ELSE CONVERT(nvarchar(10), CONVERT(Decimal(10, 2), vEmployeeReviewCycleReport.EmployeeRating*100/ vEmployeeReviewCycleReport.RatingScaleMaxValue)) + '%'
END

Submitted by Employee

The Submitted by Employee custom field indicates if the employee submitted the review. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.EmployeeIsPublished = 1 THEN 'Yes'
    ELSE 'No'
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))+' / '+CONVERT(nvarchar(10), CONVERT(Decimal(10, 2), vEmployeeReviewCycleReport.RatingScaleMaxValue))
END

Manager Rating Score in %

The Manager Rating Score in % custom field displays the manager rating score as a percentage. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.ManagerRating IS NULL THEN NULL
    ELSE CONVERT(nvarchar(10), CONVERT(Decimal(10, 2), vEmployeeReviewCycleReport.ManagerRating*100/vEmployeeReviewCycleReport.RatingScaleMaxValue)) + '%'
END

Submitted by Manager

The Submitted by Manager custom field indicates if the manager submitted the review. It uses the following expression:

CASE
    WHEN vEmployeeReviewCycleReport.ManagerIsPublished = 1 THEN 'Yes'
    ELSE 'No'
END

Filters

The template includes the following filters: