HR

Step-by-step guide

This guide will show you how to use the specialist report to output raw data on reviews created in Talent Management.

Contents

• Introduction
• Reporting
• Spreadsheet Report

Introduction

Talent Management gives you the ability to keep a record of reviews such as probation, monthly 1-1’s and annual appraisals. Each review can have multiple sections and can provide a step by step workflow for employees, managers and peers to participate in each review.

Reporting

Talent Management reports can be built in Report Designer in the usual manner, but there is a specialist report to output raw data on created reviews.

• Go to the following area:
  • Latest (left-hand) menu: Reporting > Specialist Reports > Talent Management
  • Pre-2025 (top) menu: Reports > Specialist Reports > Talent Management

• There is a subset button in the top right corner, so check this first to ensure the criteria is correct
• Select the date range to find reviews created within this range

• Select the review type you wish to report on. This is a mandatory requirement
• The other optional fields allow you to filter your criteria further as required
• The dropdown for Review Form and Reviewer Status allow one criteria only
• Reviewer, Section and Question Types are multi-select options
• Once you’ve made your selections, click Export to output a spreadsheet report

Spreadsheet Report

The Excel file will download and contains two worksheets:

• Header Summary
• Detail Summary

The Header Summary contains an overview of review types with dates and 9 box grid scores (if populated – full Talent Management module only).

The Detail Summary contains every question within each review to drill down specific answers. You can expand the columns to see the detail.