Performance Review Trend

The Performance Review Trend report is a variation of the Performance Review Trend - Details template. This variation uses the Performance Review topic to display overall performance rating trends, with fewer details about the employee and the review.

Fields

Fields included in the report template
Field Name	Group by	Sort Order
Employee	Yes	A to Z
Review Period		Z to A
Reviewer
Review Cycle
Review Status
Mgr Rating Name
Mgr Rating Value
Mgr Rating in PCT

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)

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

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))+' / '+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 in 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

Filters

The template includes the following filters:

Report filters.