Performance Review CSV export

Executive Managers and Cycle Owners require tools to manage their Performance projects, which contain information related to performance reviews, question responses, and other details on the work performances of various teams within your organization.

This information exists within Workleap Officevibe and can be accessed according to your assigned Performance roles, rights, and visibility

The new Export button provides the functionality to export a CSV file on the Review event page of Workleap Officevibe to help analyze the results and support the management's offline calibration and compensation decisions.

To export a Performance Review CSV file in Workleap Officevibe, follow the instructions below:

  1. From the lefthand menu, click Performance , then Cycles.
    • Executive Managers and Cycle Owners are the only participants who can export CSV files containing Review event details.
  2. Click on a cycle that has started or been completed to view its details.
  3. Click the event you want to export.
  4. Click Export. A popup appears.
  5. Select who to include in the report, then select the type of reviews to export:
    • Direct Manager review: The review is filled in by the Direct Manager to assess their employees' performance.
    • Self-review: The review is filled in by any participant with a Direct Manager to assess their performance.
  6. Click Export.

Permissions:

  • Executive Managers can export reviews for all Review events.

  • Cycle Owners can export reviews only for Review events in Performance Cycles where they are assigned as a Cycle Owner.

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