Understanding Classic Check-In and Review Reports

1. Calibrations
2. All Review Feedback
3. Review Completion Status
4. Employee Review Progress By Step
5. Review Scores by Department
6. Review Scores by Employee
7. Review Scores by Location
8. Total Review Assignments per Employee
9. Peer Review Assignments per Employee
10. Total Peers Reviewing Each Employee
11. Declined Reviews

Being able to measure your company's progress on check-ins and reviews helps you understand if your employees are receiving feedback.

To access Check-In/Review reports, you'll need administrative privileges. Once granted, click on the Admin tab located at the top right of the Reflektive Web App.

Next, click on Reports on the left-hand menu. After selecting Reviews as the report type, you can now select a specific report with the drop-down menu.
If you set up your HRIS system to send custom columns with data to Reflektive, you will be able to see that data in the below Check-In and Review reports.

We'll now go over each report type and how to interpret their results below.

Calibrations

This report allows you to view all question responses in a specific check-in or review cycle and alter drop-down or multiple choice question responses in bulk. This report will incorporate draft rating data.

Depending on how many employees and questions there are in the check-in or review cycle you have, this can be a large report.

You can preview this report in-app, and you can click "Email Full CSV Report" to ensure that you have the full data set.

To filter this data set, please click on gear icons next to each column header. Sample use case: you want to review the engineering department's scores to understand their score distribution.

Click "Download Current Results" if you need to export the filtered view of your results.

Additionally, you can click on any of the gear icons to reveal a data visualization option - you can transform the data into a bar graph or a pie chart (graphing option target release date 6/5/18).

If you email and download the full CSV report, open it up in Excel or another similar program.

Beyond your employee data fields (columns A - J), you'll begin to see answer responses. There are two methods for updating question ratings within the system. For how to perform calibrations, please refer to this article.

All Review Feedback

This report pulls every piece of feedback submitted in the system, regardless of whether it has been delivered to the employee or not. This will not include any feedback in draft mode.

This report does not have a preview in-app, so you will have to email and download the full CSV report and open it up in Excel or another similar program.

This report breaks down who wrote the feedback, who the feedback is for, what type of feedback it is, what the question response was, and what comments (if the question had an optional or mandatory comment requirement) were added to it. If the review question was linked to a goal, you will see which goal it is about.

Review Completion Status

With this report, you'll be able to see how close to review completion your employees are. Use this report to determine which employees need a nudge to complete their reviews.

Click here to see how to nudge an employee from the Review Tracker.

The report is broken down by:
- self, manager (in a check-in)
- self, manager (in a performance review)
- self, manager, peer, and direct report (in a 360 review)
This report helps you know:

Who specifically completed or did not complete writing a review
% of people who did not complete a self-review, a manager review, or a peer review and direct report review (in a 360)

You can preview this report in-app. Additionally, you can email and download the .csv file andopen it up in Excel or another similar program.

Employee Review Progress by Step

This report breaks down where each employee in the review or check-in cycle is with regards to completion of a particular step. This is most relevant for 360 reviews.