Reviews have been submitted, and the results may or may not be shared. Regardless of sharing status, if you would like to view and analyze review data for one or all of your direct reports, you have a few options. You can download or print the results from within the participant's specific review page. You can also pull reports on Competencies for your team and Questions & Answers for your team. Instructions on all of these actions are included in this article.
Success Center article 🗒: Generate a progress report for an active cycle
Download or print a specific employee's reviews
1. Click on 'Features' from the left navigation.
2. Click on 'Best-Self Review'.
3. Click on the appropriate review cycle.
4. From the 'Overview' tab, you will see a menu with options 'Me', 'My team', 'My hierarchy', and 'Whole company'. Depending on your role and the visibility settings for the cycle, you may not see 'My hierarchy' and 'Whole company'.
5. Scroll down to the "Employees being reviewed" section and click on the "..." next to the employee whose review results you'd like to download or print. Select "View" from the dropdown menu
6. Once the results have been shared and finalized, a gear icon will appear. Click on the gear icon, located next to the employee's name, and select the desired download/print method from the dropdown menu. You can save the review as a PDF by using the Download as a PDF function from your print menu/
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Download a Competency assessment report for my team
1. Click on 'Features' from the left navigation.
2. Click on 'Best-Self Review'.
3. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)
4. Find the 'Team's results' tab on your individual cycle page. It is at the top of your page, to the right of Overview, Peer nominations, etc.
TIP 💡: If you would like to see your results, click 'My results'. If you are both a manager AND a review admin and would like to see your team's results, click 'Company's results'. To avoid duplication, team results are included under 'Company's results'.
5. In the first section, under your company name and the 'Download' option, click on 'By participant'.
6. If desired, select a specific person or group to filter by using the 'People' drop-down menu.
7. Check out the 'Team competency assessment' results in a Radial or Distribution format.
8. You can also view the 'Strongest competencies by review type' section to see what competencies scored highest among self reviews, peer reviews, manager reviews, and upward reviews.
9. The 'Participants' section displays review progress per participant.
10. If you would like to download a report of the data you see on the 'By participant' tab, including Competency assessment data, click on the 'Download' button at the top right of your page.
11. All questions & answers, review types, competencies, and a 1-5 competency score are included in the download.
12. Columns included in the download are: First name, Last name, Employee email, Manager first name, Manager last name, Manager email, Group name, Respondent first name, Respondent last name, Review type, Question, Answer, Optional text answer, Date submitted, Review cycle name
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Download a Questions & Answers report for my team
1. Click on 'Features' from the left navigation.
2. Click on 'Best-Self Review'.
3. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)
4. Find the 'Team's results' tab on your individual cycle page. It is at the top of your page, to the right of Overview, Peer nominations, etc.
5. In the first section, under your company name and the 'Download' option, click on 'By question'.
6. If desired, select a question type to filter by using the 'Question type' drop-down menu.
7. To search for a specific question, use the search bar and the results will appear in real time. This search is a "contains search", which means we will search for all questions that contain your search word(s).
8. You have a few options once you find the question you're looking for.
- Click on '81 answers' to view all 81 answers to the question.
- Click on ... and 'View all answers' to view all 81 answers to the question or to 'Download as CSV' to download (those 81 answers) as a CSV.
9. If you choose to 'View all answers', this is what you will see.
10. While viewing all answers to a specific question, you can search for a participant's name to see their response(s) to that question. For example: if you want to know how Maria Cradley answered a specific question, you would search for her name to see her answer(s).
11. If you choose to download all answers as a CSV, the included columns are: First name, Last name, Employee email, Manager first name, Manager last name, Manager email, Group name, Respondent first name, Respondent last name, Review type, Question, Answer, Optional text answer, Date submitted, Review cycle name, Competency, Competency Score