Within People®, you have the option to view a number of visual reports with data specific to your company and employee records. To see a report, click on 'Reports' on the left, and click on the appropriate report you wish to see.
These reports cannot be changed. To learn how to create your own custom report, please see: https://help.peoplehr.com/reports-queries-data/report-designer-how-to-create-a-custom-report
-- What can each user see --
Although you can edit the view access of each report (see below) here is what each user can see in the Reports tab by default:
Top Facts About Our Company: Admins can view this report. You can turn On/Off the ability for Managers and Employees to view this in the Employee tab found in Settings. By default, this will be turned off.
Staff Turnover: Only Admins can view this report.
Highest VS Lowest Earners: Only Admins can view this report.
Holiday Outlook: For Admins, the information in this report is in relation to the whole company. Managers can view this report, only with information in relation to their direct reports.
How Absences Affect Your Company: For Admins, the information in this report is in relation to the whole company. Managers can view this report, only with information in relation to their direct reports.
Salary By Job Role: Only Admins can view this report.
The Hidden Costs: Admins can view this report. Managers can view, only information in relation to their direct reports.
-- To Change The View Access Of a Report --
Admins can define view access for existing reports by Company/Location/Department as well as marking a report ‘Admin Exclusive’ or ‘Manager Specific’.
Select the 👁️ icon:
You will then be presented with the below screen:
Admin Exclusive - Only Admins can view this report
Manager Specific - Managers can view this report only in relation to their direct reports
As well as filtering by Company, Location, Department, Job role, and Employment type, you can also specify who will be included or excluded from this access.
Specific Employee(s) - When using this filter, the system will look at this and nothing else (other filters will revert back to ‘All’ by default). This can be used if you only want this review to be assigned to one or a few specific employees that would otherwise not land in a specific ‘Location’ for example.
Exclude Employee(s) - There may be a certain employee that lands in all of your above filters but needs to be excluded from this Performance Review, such as the head of the department or the CEO. This filter would be great in this case.