The report is a menu that will display the final results of the assessment. You can access the Talenta Performance report via the Reports menu in the Reviews section. There are three reports provided by Talenta namely Summary Report, Detail Report, and 9 Box Matrix.
A. Summary Report
- On Talenta Performance, click the Reports menu.
- You will be redirected to the display of the Summary Report.
- Cycle filter you want to display. Select more than 1 cycle.
- Enter the cycle period you want to display.
- Use this to filter the view by Organization, Branches, Job Position, and Job Level.
- If you have filtered the report, you can click "Generate".
- Then the final results of the assessment for each cycle will be displayed. The final results of the assessment per method can be displayed as above (the weight of the assessment number appears), if you activate the Use weight feature, click here to activate it.
- Use the column visibility filter here to select what information you want to display in the table.
- You can click "Download.xls" to download the report in Excel format.
- After that a notification will appear as follows, informing you that a report will be sent to your email.
B. Detail Report
In the Detail Report, the answers inputted by the reviewer will be displayed in detail. Follow these steps to generate a summary report:
- Click the Reports menu.
- And click the "Detail" tab.
- Cycle filter you want to display. You can select more than 1 cycle.
- Enter the cycle period you want to display.
- Select the method in the cycle you want to display. Reports can be pulled by more than 1 method.
- If you have filtered the report, you can click "Generate".
- Then there will be a Download button that you can click to see the details of the answers inputted by the reviewer to the employees. The file you download will be sent directly to your email.
- Use the column visibility filter here to select what information you want to display in the table.
- You can click "Download.xls" to download the report in Excel format.
- Current Format (.xls): Displays the original rating of each indicator.
- Previous format (.xls): Displays the weight conversion results per indicator. - After that a notification will appear as follows, informing you that a report will be sent to your email.
C. 9 Box Matrix
This report serves to help categorize employees based on the results of the review in the form of a matrix. Follow these steps to generate the 9 Box Matrix report:
- Make sure you have created a review template with 3 legends (for example: low, moderate, and high) using a question type rating or percentage.
- You can make 2 assessments / 2 review cycles which are divided into potential assessments and performance assessments whose results will be used in the matrix.
- Then, after the assessment review has been completed. Click the Reports menu.
- And select "9 Box Matrix" tab.
- Use the period filter on the report you want to display.
- Then, select the potential cycle used in the assessment.
- Then the following pop up will appear and select the Cycle name to use.
- Then, fill in the cycle period and the review method used.
- Click “Save changes” to continue.
- Repeat steps 6 and 7 in the performance cycle section.
- Click "Generate".
- Then, the assessment will be displayed in the form of a grid as follows.
How to read the report: If an employee has a low potential rating, and the performance rating is high, then the employee's rating is Trusted.
- The naming of each grid can be changed by clicking this.
- Then, fill in the new name and click "Save" to save the changes.
The maximum character of the grid name is 60 characters.
- Then, you can also see the details of the list of employees in each grid by clicking on the button as shown in the image below.
- Then the list of employee names will be displayed as follows.
- You can download the results of the 9 Box Matrix report as xls. File by clicking "Download XLS".
- Then the report will be downloaded in Excel format as follows.
This is a guide on how to manage reports on Talenta Performance. Furthermore, you can learn about Pending Actions (Review) on Talenta Performance here.
