View Printable Version of Performance Review

The Performance Review PDF can be viewed in the following ways:

  • Within a performance review, click the Print Review or Print Reviewee Version option from the Options drop-down. Note: The Print Reviewee Version option is only available to reviewers who are reviewing a subordinate, and this version only includes the sections that are visible to the reviewee.
  • From the Universal Profile - Action Items page, select the Print PDF option from the actions drop-down menu to the right of the review.
  • From the Universal Profile - Snapshot - Reviews page, select the Print Review option from the actions drop-down menu to the right of the review.
  • From the My Team - Performance - Reviews page, click the performance review title.
  • From the Scheduled Tasks page, click the title of a Completed or Expired performance review task.
  • From the Performance Review Task Details page, click the Print icon for a user's performance review task.

The performance review PDF respects the visibility settings that are configured for the performance review task. Information that is configured to not be displayed is not included in the PDF until the configured visibility conditions have been met.

The printable performance review is locked at the time the performance review is completed. All goal details in the printable performance review reflect the goals as they were at the time of the performance review. Any changes that are made to the goal details after the performance review are not displayed in the printable performance review.

When a reviewee opens the printable version of their performance review, they can view any responses they have submitted. Also, if the reviewee is allowed to view peer or direct report responses and the minimum number of responses have been submitted, the reviewee can view any responses submitted by peers or direct reports. Peer and direct report ratings are displayed anonymously to the reviewee. The reviewee may or may not be able to view manager responses, depending on settings set by the administrator.

When a peer or direct report opens the printable version of a review in which they are a reviewer (i.e., they are opening a review they have completed as a peer or direct report), they can view only their own responses.

Print Performance Review

When a manager clicks the Print Performance Review link, the Print Review pop-up appears.

The following options are available in the Print Review pop-up:

  • Manager Version - This option prints all sections of the performance review, including all submitted responses.
  • Reviewee Version - This option prints only the sections that are visible to the reviewee.

Shared Goals

If the goal planning section is configured to include shared goals, then any shared goals that overlap with the performance review period are also included in the performance review PDF. Shared goals appear exactly as individual goals appear. There is no indication as to which goals are shared.

Printable Version Locked Scenarios

For performance review tasks that are in progress, the printable performance review task displays goal details as they currently exist.

For performance review tasks that have been completed or expired, the printable performance review task displays the goal details as they were when the task was completed or expired.

  • For performance review tasks that have been expired, then extended, and are currently in progress, the printable performance review task displays goal details as they currently exist.
  • For performance review tasks that have been completed for an employee and a step is reopened, the following occurs:
    • The performance review step that is reopened displays goal details as they currently exist. Any updates to the goal details after the task is completed are reflected within the reopened step.
    • If the reopened step is resubmitted, the printable performance review displays the goal details at the time the reopened step is submitted.
    • If the reopened step is not resubmitted before the task expires, then the printable performance review displays the goal details at the time the performance review task is first completed (i.e., before the step was reopened).
  • For performance review tasks in which the last workflow step allows multiple submissions, the following occurs:
    • Each time the step owner reopens the performance review, the system displays the goal details at the time of the submission. If the step owner prints the performance review at that time, the printable review reflects the goal details as they appear within the task.
    • Once the last step is closed and no more submissions are allowed, the printable performance review reflects the goal details at the time of the last submission for the last workflow step.

Printable performance reviews reflect the current Goals Configuration settings as of the day the review is printed. If changes are made to the Goals Configuration, then those changes are reflected in all printable performance reviews, even if those tasks had previously been completed.

Printable performance reviews reflect the current Performance Review Printable View settings as of the day the review is printed. If changes are made to the Performance Review Printable View, then those changes are reflected in all printable performance reviews even if those tasks had previously been completed.

Printable Version Content

The following information may be displayed in the printable version of a performance review. The appearance of the PDF and which information is included in the PDF is configured by the administrator.

  • Cover Page - The performance review PDF cover page may display the following information:
    • Logo
    • Task title
    • Task review period
    • Reviewer names and roles
    • Reviewee photograph, name, and up to four employee information attributes. If more than 4 employee info fields are displayed, all of them will be displayed in a separate employee info section rather than on the cover page.

  • Report Body - The performance review report body is displayed following the cover page. The performance review report body may display the following information:
    • Header logo
    • Review Overview
      • Review task instructions
      • Employee details - The Employee Details section displays the reviewee's position description and any employee information attributes that were not displayed on the cover page. Note: The Position Description is always included in the Employee Details table.
    • Review section details - Each review section may contain the following information:
      • Section header
      • Section directions
      • Rating scale
      • Custom fields
      • Section details
    • Off-Cycle Summary
    • Review Summary - The performance review summary is displayed following all review sections, if enabled for the review task. The performance review summary may display the following information:
      • Overall rating - The overall rating is displayed as either a numeric or text rating, depending on the task configuration.
      • Section names and ratings - The summary table only displays if enabled for the review task.
    • Sign-off - The performance review Sign-off section is displayed following the Summary section. The performance review Sign-off section displays the required signatures for the review. If signatures have already been provided, then they are displayed in this section.
    • Footer information - The footer that appears on each page of the report body contains the following information:
      • Task title
      • Page number and total number of pages
      • Reviewee name