The Appraisal E-Sign report displays E-Signature statuses of all appraisals and the date they were e-signed. It will also display employee comments, if made, at the time of e-signature.
Upon opening Advanced Analytics (and running the Performance Pro V2.0 App), the overview of the standard sheets displays. Click on Appraisal E-Sign.
Click in the Employee Status “Select Here” box, select Active, then the green checkmark. This will filter the data based on active employees. Once selected, the filter will appear above the dashboard until it is removed. The filter will stay if you move to another sheet.
From the Appraisal Dates area select the end year(s) you desire to filter by, then click the green checkmark. Choose a period from the Appraisal Review Period area if desired.
From the Appraisal Type area select Historical and Last, then click the green checkmark. This will ensure only completed appraisals are included.
From the Appraisal Routing Information or E-Signature area select E-signature, then click the green checkmark.
If desired, click the Appraiser, Employee, or Multi-Appraiser E-signed Status filters to sort the table accordingly. If you select “yes,” the table will display appraisals that have been e-signed. If you select “no,” the table will display appraisals that have NOT been e-signed .
Information included in the report:
- Employee
- Position
- Appraiser
- Appraisal Type
- Period
- Complete Date
- Due Date
- Appraiser E-Sign (yes or no)
- Appraiser E-Sign Date
- Employee E-Sign (yes or no)
- Employee E-Sign Date
- Employee Agree
- Will show “Approved” if the employee marked “Agree”
- “Not Approved” if “Disagree” was selected
- “waiting” if the employee’s appraisal is waiting on an e-signature
- Employee E-Sign Comments (will display comments, if made, at the time of e-signature)
- Multi-Appraiser E-Sign (yes or no)
- Multi-Appraiser E-Sign Date
- Department
- Division
- Location
The report can easily be exported. Refer to the article “Advanced Analytics – Downloading/Exporting Data” for information.