MPI_1201 Employee Reviews Report

The Employee Reviews report lists all employee reviews within a specified date range.

 

To run the Employee Reviews report in Payentry® NextGen:

 

  1. Go to the Company > Reports > Company Reports page.
  2. Scroll down to the Employee Reports section OR select Employee Reports from the Choose a Report Type drop-down menu. You may also simply type in the name or the number of the report into the search bar to find it quickly.

Image of the partial Employee Reports section on the Company Reports page, showing four of the reports that can be run by the service bureau.

  1. Click on the Run button in row of the Employee Reviews report. A Run Report dialog opens.
  2. Fill out the fields in the Basic Options section. The most important field here is the Date Range. For detailed explanation of the fields please see: Run Company Report Menu Options.
    • Select a Date Range - pick the date range for which you want to export pay history for the employees. This report is based on the starting & ending dates.
    • Select an Output format - whichever is easier for you to read the data.
    • Select when to view a report - either view it right when the report is ready or later from the My Reports > Report Pickup section.

Image of the Run Report dialog with Date Range, Output Format, and delivery options

  1. Click on the Show Advanced Options link to expand that section and further customize your report.
  2. Select the following options and fill out the fields to customize your report:

    • Sort Order - select how the details in the report are grouped and which order groups appear in.

    • Sorting Type - select a sorting type for the report, this determines the level of details in the report.

    • Include All Reviews - Use the drop-down list to select whether the report will display all reviews or the ones that took place within the date range you select when you run the report.
    • Employee Line 1-2 - Use these drop-down lists to select which piece of employee data is to be displayed in the associated column on the report.
    • Review Line 1-6 -Use the drop-down list to select which piece of review data is displayed in the associated column of the report.
    • Show Notes - select to display the employee and reviewer notes.

    • Filtering - select how the details in the report are grouped and which order groups appear in.

Image of the Sorting, Additional Options, and Filtering sections on the Run Report dialog for the Employee Reviews Report.

  1. Click the Run Report button to create this report. Depending on the delivery option you selected, the report loads in the browser, is emailed to you, or is added to My Reports.

 

Once you open the report, it will display list of rev iews based on the parameters that you've chosen in the Additional Options fields.