PeopleFluent Talent Management 23.07
Ad Hoc Reports

Table 1: All Employees Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
		No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	PositionManagerPositionId, PositionId, Short Name, Management Level, Person_Ref_Key, familyName, givenName, middleName, Job Code, Position Title, ProfilePictureId, Organizations, Code Name, Cost Code, Job Family, Job Function, Job Title, Salary Grade, Employee ID, UserId, Last Hired Date, Adjusted Service Date, Date of Birth, Gender, Ethnicity, FLSA Exempt, EE Type, Position Type, Employee Active, GeographicOrganizationsShortName, Business Email, Business Phone, Date Appointed, Slateable, Overall Rating, potential, promotability, lossImpact, flightRisk, willingnessToRelocate, DevelopmentActivityColumn, EEO Category, GeographicOrganizations, positionAddressLine, positionBuildingNumber, positionCountryCode, positionMunicipality, positionPostalCode, positionRegion, positionStreetName, positionUnit, segment, EmployeePositionSlateMemberCount, EmployeeSlateCount, succession_Ready.Now, ProfilePictureSSRK, EmployeeSalaryHistoryFirstAmount, PositionManagerPersonSSRK, positionNumberInOrganization
		No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Person_Ref_Key, Employee Start Date, Employee Status, Employee Active

Table 2: Bonus Planning (Focal) Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Bonus Planning - Recommendation Detail		No	No	No	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	name, CurSalary, CurrencyCode, TargetPct, ProTarget, RecAward, bpAdjPct, bpAdjAmount, bpFinalAward, worksheet	orgFormalName, CurrencyCode	TargetPct, bpAdjPct,	ProTarget, RecAward, bpAdjAmount, bpFinalAward
Bonus Planning - Recommendation Summary		No	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		orgFormalName, CurrencyCode	TargetPct, bpAdjPct,	ProTarget, RecAward, bpAdjAmount, bpFinalAward

Table 3: Candidates Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
All Candidates By Candidate Status	All Candidates By Candidate Status	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Requisition Status, Resume Received Date, Position Title, Candidate Source Code, EEO Category, Ethnicity, Gender	Status	,
All Candidates By EEO-1 Category	Report to display all candidates by EEO-1 category	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Requisition Status, Status, Resume Received Date, Position Title, Candidate Source Name, Ethnicity, Gender	EEO Category	,
All Candidates By Requisition	Reports on all active candidates sorted by requisition ID.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, Status, Resume Received Date, Offer status, Candidate Source Name, Ethnicity, Gender	DisplayID, Position Title	,
All Hires By EEO-1 Category	Report to display all hires by EEO-1 category	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Requisition Status, Resume Received Date, Position Title, Candidate Source Name, Hire Date, Ethnicity, Gender	EEO Category	,
All Hires By date	Report to display All Hires By date	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, DisplayID, Requisition Status, Resume Received Date, Position Title, Candidate Source Name, EEO Category, Ethnicity, Gender	Hire Date	,
All Offers By Date	All Offers By Date	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Status, Offer status, Organization Name, Lead Recruiter Given Name, Lead Recruiter Family Name, Position Title	Offer Status Updated Date	,
All Offers By EEO-1 Category	Reports on all job offers sorted by EEO-1 category.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, DisplayID, Status, Offer status, Start Date, Ethnicity, Gender, Position Title	EEO Category	,
All Offers By Status	Reports on All Offers sorted by Offer Status	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Position Title, Organization Name, Lead Recruiter Given Name	Offer status	,
Applicant Register By Requisition	Applicant Register By Requisition	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, Position Title, Candidate Source Code, Status, Resume Received Date, Hire Date, Position Manager, EEO Category, Ethnicity, Gender	DisplayID	,
Candidate Flow By Location	Candidate Flow By Location	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, Position Title, Requisition Status, Resume Received Date, Offer status, Offer Status Updated Date, Hire Date, Dispositioned Date, Disposition Type	Location, DisplayID	,
Candidate Flow By Source	Candidate Flow By Source	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, Position Title, Requisition Status, Resume Received Date, Offer status, Offer Status Updated Date, Hire Date, Dispositioned Date, Disposition Type	Candidate Source Name, DisplayID	,
Dispositions By Disposition Type	Report Dispositons is sorted by Disposition Type	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, DisplayID, Position Title, Requisition Status, Ethnicity, Gender, Dispositioned Date	Disposition Reason	,
Dispositions By EEO-1 Category	Report to display all dispositioned candidates By EEO-1 Category	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, DisplayID, Requisition Status, Position Title, Dispositioned Date, Disposition Type, Disposition Reason, Ethnicity, Gender	EEO Category	,
Interviews By Corporate-Ethnicity and Gender	Reports on interviews sorted by the ethnicity and gender of the candidates.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Candidate Full Name, Status, EEO Category	Ethnicity, Gender, DisplayID	,
Interviews By EEO-1 Category	Reports on all interviews, sorted by EEO-1 category.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, Organization Name, Ethnicity, Gender, Position Title	EEO Category	,
Interviews By Requisition	Reports on all interviews sorted by requisition ID.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Candidate Full Name, Organization Name, Ethnicity, Gender, Position Title	DisplayID	,
Summary Statistics - All Candidates By EEO-1 Category	Summary Statistics of All Candidates By EEO-1 Category	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	DisplayID	EEO Category, Ethnicity, Gender	,
Summary Statistics - All Hires By EEO-1 Category	Summary of candidates Hired, sorted by EEO-1 Category, Ethnicity and Gender.	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	DisplayID, Ethnicity, Gender	Start Date, EEO Category	,
Summary Statistics - All Interviews By EEO-1 Category	Summary of candidates interviewed, sorted by EEO-1 Category, Ethnicity and Gender.	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	DisplayID	EEO Category, Ethnicity, Gender	,
Summary Statistics - All Offers By EEO-1 Category	Summary of candidates to whom offers have been made, sorted by EEO-1 Category, Ethnicity and Gender.	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	DisplayID	EEO Category, Gender, Ethnicity	,
Summary Statistics - Dispositioned Candidates	Summary Statistics - Dispositioned Candidates	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	DisplayID	EEO Category, Gender, Ethnicity	,
		Yes	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		ofccpPreOfferVeteranStatus
		Yes	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		ofccpPreOfferDisabilityStatus
		Yes	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		ofccpPostOfferVeteranStatus
		Yes	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		ofccpPostOfferDisabilityStatus

Table 4: Career Aspirations Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Career Aspirations	This report provides a comprehensive list of employees career aspirations sorted by Manager.	No	No	No	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Position Title, Aspiration Job Family, Aspiration Job Function, Aspiration Management Level, Aspiration Job Title, interestLevel, timing, comments, Modified Date, identifiedBy	Manager, Name

Table 5: Competency Profile Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
90-Day Assessment	Access to the 90-day assessment of clinical competency ratings for the selected employee(s). If the selected employees have had subsequent assessments published after the 90-day review, they will not appear on this report.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	Job Title, CompetencyName, RaterType, Rating, Comments, EvaluationMethod, DateObserved	Employee	Rating			CONFIDENTIAL
Competency Gap by Job Title	Complete list by job title of all competencies in use (including published plan, job, and self-selected competencies). For each competency the report shows a count of how many employees are assigned this competency and a count of how many employees fell within each of the rating levels for the selected rater types.	No	No	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateGreen	Employee	Job Title, CompetencyName, Rating				CONFIDENTIAL
Competency Gap by Organization	Complete list by organization of all competencies in use (including published plan, job, and self-selected competencies). For each competency the report shows a count of how many employees are assigned this competency and a count of how many employees fell within each of the rating levels for the selected rater types.	No	No	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateGreen	Employee	Organizations, CompetencyName, Rating				CONFIDENTIAL
Healthcare 90-Day Assessment	Access to the 90-day assessment of clinical competency ratings for the selected employee(s). If the selected employees have had subsequent assessments published after the 90-day review, they will not appear on this report.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	Job Title, CompetencyName, RaterType, Rating, Comments, EvaluationMethod, DateObserved	Employee	Rating			CONFIDENTIAL
Healthcare Competency Gap by Job Title	Complete list by job title of all competencies in use (including published plan, job, and self-selected competencies). For each competency the report shows a count of how many employees are assigned this competency and a count of how many employees fell within each of the rating levels for the selected rater types.	No	No	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateGreen	Employee	Job Title, CompetencyName, Rating				CONFIDENTIAL
Healthcare Competency Gap by Organization	Complete list by organization of all competencies in use (including published plan, job, and self-selected competencies). For each competency the report shows a count of how many employees are assigned this competency and a count of how many employees fell within each of the rating levels for the selected rater types.	No	No	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateGreen	Employee	Organizations, CompetencyName, Rating				CONFIDENTIAL

Table 6: Competency Results Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Competency Gaps		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Job Title, CompetencyName, TargetRatingScale, ManagerRatingScale, ManagerPositionGap, PlanYear, ReviewStartDate, ReviewEndDate, isInterimPeriod	Name, Historical_Manger, Employee		ManagerPositionGap	Competency Gaps	Company Confidential
Employee Competency Assessments	Completed competency assessments for the selected employee(s) for the selected year.	No	No	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateGreen	CompetencyName, MGRCompetencyRatingNumeric, mgrCompComments	Employee	MGRCompetencyRatingNumeric			CONFIDENTIAL
Healthcare Employee Competency Assessments	Completed competency assessments for the selected employee(s) for the selected year.	No	No	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateGreen	CompetencyName, MGRCompetencyRatingNumeric, mgrCompComments	Employee	MGRCompetencyRatingNumeric			CONFIDENTIAL
Healthcare Multi-Rater Competency Assessments	Competency ratings of selected employee(s) by managers, peers, and subordinates for the selected year.	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	CompetencyName, managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, allMultiRatersAggregateRaterCount, allMultiRatersAggregateCompetencyRaterComments	Employee	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate			CONFIDENTIAL
Multi-Rater Competency Assessments	Competency ratings of selected employee(s) by managers, peers, and subordinates for the selected year.	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	CompetencyName, managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, allMultiRatersAggregateRaterCount, allMultiRatersAggregateCompetencyRaterComments	Employee	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate			CONFIDENTIAL
Ratings by Competency	This report provides statistics about the distribution of manager ratings by competency with supporting details of all employees competency ratings listed by performance management plan and manager.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, Job Title, ManagerRatingScale, isInterimPeriod, PlanYear	Name, Historical_Manger, CompetencyName	,		Ratings by Competency	Company Confidential

Table 7: Contacts Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Additional Contacts Report	Skeleton for customization.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		Candidate Full Name	,
Contact By Education	Reports on all contacts by education.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	education details, Status, Candidate Full Name, Candidate Type, Resume Received Date, Resume source		,
Contacts By Source	Contacts By Source	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Candidate Full Name, Home State, Home City, Home Country, Candidate Type, Created Date	Registration Source, Status	,

Table 8: Development Activity Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Development Activity		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, priority, name, status, startDate, endDate	Manager	,		Development Activity	Company Confidential
Development Plan Completion Status	This report provides statistics on development activity completion status with supporting details of all employees current development plans listed by manager.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, Position Title, priority, name, status, startDate, endDate	Manager	,		Development Plan Completion Status	Company Confidential
Employee Development Plan	Individual Development Plan (IDP) for the selected employee(s) and activity start date(s).	No	No	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateGreen	name, Notes, status, priority, startDate, endDate	Employee				CONFIDENTIAL
Healthcare Employee Development Plan	Individual Development Plan (IDP) for the selected employee(s) and activity start date(s).	No	No	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateGreen	name, Notes, status, priority, startDate, endDate	Employee				CONFIDENTIAL

Table 9: Education History Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Education History	This report provides a comprehensive list of employees education history by Name.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, School, schoolType, Degree, major, startDate, endDate, YearGraduated, GPA				Education History

Table 10: Employment History Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Employment History	This report provides a comprehensive list of employees employment history.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Name, PositionCode, Title, CostCode, PositionType, Municipality, Region, Country, Code, FlsaExempt, Inactive, PromoRank, PromoCategory, Grade, JobFamily, ManagementLevel, EeoCategory, JobFunction, StatusType, EmployeeType, StartDate, EndDate, StatusStartDate, StatusEndDate, JobStartDate, JobEndDate, Organizations, OrgCode, OrgCostCode, GeographicOrganizations, GeoOrgCode, GeoOrgCostCode				Employment History

Table 11: Evaluation Progress Summary Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Evaluation Process Completion Status	This report provides statistics on the completion of the performance evaluation process(es) with supporting details of all employees in each workflow state by year and performance management plan.	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	Employee, ParticipantTitle, Historical_Manger	PlanYear, PlanName, evalworkflowstatus	,		Evaluation Process Completion Status	Company Confidential
Evaluation Progress Summary		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, evalworkflowstatus, workflowDuration, PlanYear, ratingPeriodName, ReviewStartDate, ReviewEndDate	PlanName, Historical_Manger	workflowDuration,		Evaluation Progress Summary	Company Confidential
Healthcare Performance Appraisal Completion Status	Completion statistics for performance appraisals. Data is broken down by plan and organization, and shows number of employees in each workflow state and completion statistics.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	Employee, ParticipantTitle, workflowDuration	PlanName, Organizations, evalworkflowstatus	workflowDuration			CONFIDENTIAL
Performance Appraisal Completion Status	Completion statistics for performance appraisals. Data is broken down by plan and organization, and shows number of employees in each workflow state and completion statistics.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	Employee, ParticipantTitle, workflowDuration	PlanName, Organizations, evalworkflowstatus	workflowDuration			CONFIDENTIAL
Performance Distribution (Preliminary)	This report provides statistics on the distribution of overall performance ratings across evaluations currently in progress along with the completion status of the performance evaluation process(es). Supporting details of all employees' overall performance ratings, goal summary ratings, competency summary ratings, and workflow state are provided by year, performance management plan, and manager.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, overallRatingDisplayName, GoalRatingDisplayName, CompetencyRatingDisplayName, evalworkflowstatus	PlanYear, PlanName, Historical_Manger	,		Performance Distribution (Preliminary)	Company Confidential

Table 12: Feedback Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Healthcare Performance Notes Detail	Details for an employee's performance notes. Performance Notes are listed chronologically and show note creation date, note type, and note title. All elements of the STAR/AR are included.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	receiver, createdDate, category, noteSubject, observations, actionTaken, result, alternativeActions, alternativeResults					CONFIDENTIAL
Healthcare Performance Notes Summary	Summary statistics for performance feedback. Data is summarized by organization and feedback category (i.e., General, Recognition, and Coaching). Within each organization is a list of active employees and the category of feedback received.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	receiver, Position Title, noteSubject	Organizations, category				CONFIDENTIAL
Performance Notes Detail	Details for an employee's performance notes. Performance Notes are listed chronologically and show note creation date, note type, and note title. All elements of the STAR/AR are included.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	receiver, createdDate, category, noteSubject, observations, actionTaken, result, alternativeActions, alternativeResults					CONFIDENTIAL
Performance Notes Summary	Summary statistics for performance feedback. Data is summarized by organization and feedback category (i.e., General, Recognition, and Coaching). Within each organization is a list of active employees and the category of feedback received.	No	No	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateGreen	receiver, Position Title, noteSubject	Organizations, category				CONFIDENTIAL
		No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	noteSubject, author, createdDate, associatedCompetency, observations, category, Position Title	Manager, receiver	,

Table 13: Goal Alignment to Organizational Goals Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Goal Alignment to Organizational Goals	List of Individual Goals with their Organizational Goal Alignment	No	No	Yes	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Employee, ParticipantTitle, indGoalCategory, goalWeightInt, goalTitle, performanceGoalProgress, goalName, Manager, PlanYear, Name, ReviewStartDate, ReviewEndDate	Employee, Name

Table 14: Goal Dimensions Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Goal Dimensions	list of all the goal dimensions in the Global Goal Repository	No	Yes	Yes	Yes	No	No	Yes	No	Portrait	Letter	TemplateBlue	goaldim_goaldisplayName, goaldim_dimensionValue, goaldim_thresholdtarget, goaldim_target, goaldim_stretchtarget, goaldim_actual, goaldim_achievement, goaldim_rating, goaldim_calendar, goaldim_calstartdate, goaldim_calenddate

Table 15: Goal Measurement Periods Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
		No	Yes	Yes	Yes	No	No	Yes	No	Portrait	Letter	TemplateBlue	goalRatingsPeriod_measureMentValue, goalRatingsPeriod_dimensionValue, goalRatingsPeriod_thresholdtarget, goalRatingsPeriod_target, goalRatingsPeriod_stretchtarget, goalRatingsPeriod_actual, goalRatingsPeriod_achievement, goalRatingsPeriod_rating, goalRatingsPeriod_startDate, goalRatingsPeriod_endDate		,

Table 16: Goal Rating Details Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Goal Results		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	ParticipantTitle, goalcategory, goalWeightInt, goalTitle, employeerating, managerrating, ManagerEmpGap, eeGoalWeighterRating, mgrGoalWeighterRating, PlanYear, ReviewStartDate, ReviewEndDate, isInterimPeriod	Name, Historical_Manger, Employee		ManagerEmpGap, eeGoalWeighterRating, mgrGoalWeighterRating	Goal Results	Company Confidential

Table 17: Goal Repository Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Global Goal Repository	list of all the goals in the Global Goal Repository	No	Yes	Yes	Yes	No	No	Yes	No	Portrait	Letter	TemplateBlue	goal_dimensioncriteria, goal_displayName, goal_description, goal_year, goal_calendar		,

Table 18: Goals In Progress - Detail Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Goal Progress Details		No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	ParticipantTitle, goalcategory, goalWeightInt, goalTitle, goalProgress, PlanYear, ReviewStartDate, ReviewEndDate	Name, goalcategory, Manager, Employee	,	goalWeightInt	Goal Progress Details	Company Confidential
Goal Progress Status	This report provides statistics on employee's goal progress status with supporting goal details by manager and employee.	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	ParticipantTitle, goalcategory, goalWeightInt, goalTitle, goalProgress	Manager, Employee	,		Goal Progress Status	Company Confidential

Table 19: Goals In Progress - Summary Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Goal Process Completion Status	This report provides statistics on the completion of the goal setting & tracking process(es) with supporting details of all employees in each workflow state by year and performance management plan.	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	Employee, ParticipantTitle, Historical_Manger	PlanYear, Name, goalsworkflowstatus	,		Goal Process Completion Status	Company Confidential
Goal Progress Summary		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, GoalsAtRiskColumn, goalsOnTrackColumn, goalsNotStartedColumn, goalsCompletedColumn, goalsworkflowstatus, PlanYear, ReviewStartDate, ReviewEndDate	Name, Historical_Manger	GoalsAtRiskColumn, goalsOnTrackColumn, goalsNotStartedColumn, goalsCompletedColumn,	GoalsAtRiskColumn, goalsOnTrackColumn, goalsNotStartedColumn, goalsCompletedColumn	Goal Progress Summary	Company Confidential

Table 20: Jobs Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Healthcare Job Description	Complete job description for selected job title(s).	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	Title, description					CONFIDENTIAL
Job Description	Complete job description for selected job title(s).	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	Title, description					CONFIDENTIAL

Table 21: Journal Entries Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Journal Entries	Employees' journal entries	No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Subject, Category, Title, Text, Author, CreatedDate, LastModifiedDate

Table 22: Licenses and Certifications Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Upcoming and Recent Expirations	This report provides a list of individuals that have license or certifications expiring in the next 30 days OR have already expired in the past 30 days. Note: Renewal not necessarily required.	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Name, IssuingAuthority, IssuingProvince, RenewalRequired, DateAcquired, ExpirationDate, Status	Manager, Employee				CONFIDENTIAL

Table 23: My Team Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Career Plan	Employee's self-reported career synopsis.	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, Key Strengths, Key Opportunities, Successful Job Functions, Passionate Job Functions	ManagerMiniProfileNoMenus	,		Career Plan - Employee's self-reported career synopsis.	Company Confidential
Career Profile	Employee's education, licenses, certifications, foreign languages, etc.	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, Degree, Major, Instituation, Special Training, Honors Awards, Memberships, License Certification, Skills Expertise, spokenLanguagesCol, writtenLanguagesCol	ManagerNoMiniProfile	,		Career Profile - Employee's education, licenses, certifications, foreign languages, etc.	Company Confidential
Contact Information		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Pronunciation, Position Title, Business Phone, Cell Phone, Business Email, IM, Personal Email	ManagerMiniProfileNoMenus	,		Contact Information	Company Confidential
Employee Position Information		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, Job Title, Job Family, Salary Grade, PositionHierarchy, Organizations	Manager	,		Employee Position Information	Company Confidential
Employees Interested in Relocation	Employees who've expressed a neutral to strong willingness to relocate.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, Position Title, willingnessToRelocate, relocationTimeFrame, relocationAlternative, preferredCountries, relocationRolePreference, relocationComments, lossImpact, globalExperienceDuration	ManagerMiniProfileNoMenus	,		Employees Interested in Relocation - Employees who've expressed a neutral to strong willingness to relocate.	Company Confidential
Employees by Workforce Segment		No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	Employee, Position Title, ManagerMiniProfileNoMenus, flightRisk, lossImpact, TimeInPositionFormatted, TimeWithCompanyFormatted	segment	,		Employees by Workforce Segment	Company Confidential
Employees with Global Experience		No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, Position Title, homeCountry, hasGlobalExposure, globalExperienceDuration, globalExperienceInPastYear, perviouslyWorkedCountries, globalExperienceComments	ManagerMiniProfileNoMenus	,		Employees with Global Experience	Company Confidential
New Transfers	Status of employees who have been in their position for less than 90 days (excluding new hires).	No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	Employee, Position Title, Organizations, Employee Status, TimeWithCompanyDays, TimeInPositionDays	Manager	TimeWithCompanyDays, TimeInPositionDays,		New Transfers - Status of employees who have been in their position for less than 90 days (excluding new hires).	Company Confidential
Retention Risk	Employees' risk of leaving the company and the assessed impact.	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, TimeInPositionFormatted, TimeWithCompanyFormatted, potential, promotability, talentStatus, flightRisk, lossImpact, retention	ManagerMiniProfileNoMenus	,		Retention Risk - Employees' risk of leaving the company and the assessed impact.	Company Confidential
Succession Plan	Provide clients with the ability to report on their employee's succession slates and pools.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Employee, Position Title, EmployeePositionSlateMemberCount, EmployeePositionTalentPoolMemberCount, flightRisk, TimeInPositionFormatted, TimeWithCompanyFormatted, PositionHierarchy	Manager	EmployeePositionSlateMemberCount, EmployeePositionTalentPoolMemberCount			COMPANY CONFIDENTIAL
Talent Assessment		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, Position Title, potential, promotability, talentStatus, flightRisk, lossImpact, retention	ManagerMiniProfileNoMenus	,		Talent Assessment	Company Confidential
Talent Profile Completion Aggregate	Report to display the Talent Profile completeness for each employee and the aggregate of % complete for those employees	Yes	Yes	Yes	Yes	No	No	No	No	Landscape	A4	TemplateBlue	Employee, Position Title, ManagerMiniProfileNoMenus, workHistoryCompleted, photoUploaded, globalExperienceCompleted, educationCompleted, otherSkillAndExperienceCompleted, languageCompleted, skillInventoryCompleted, resumeUploaded, relocationPreferencesCompleted, travelPreferencesCompleted, careerHighlightCompleted, careerTagCompleted, careerAspirationsCompleted, jobDescriptionCompleted, talentProfilePercentCompleted		,
Talent Profile Completion by Employee	Report to display the Talent Profile completeness for each employee	No	Yes	Yes	Yes	No	No	No	No	Landscape	A4	TemplateBlue	Employee, Position Title, ManagerMiniProfileNoMenus, workHistoryCompleted, photoUploaded, globalExperienceCompleted, educationCompleted, otherSkillAndExperienceCompleted, languageCompleted, skillInventoryCompleted, resumeUploaded, relocationPreferencesCompleted, travelPreferencesCompleted, careerHighlightCompleted, careerTagCompleted, careerAspirationsCompleted, jobDescriptionCompleted, talentProfilePercentCompleted		,
Talent Utilization	Provide clients with the ability to report on their employee's talent utilization. "Talent Utilization" is a quantitative measure of how many slates and pools one person is being assigned to.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Employee, Position Title, Manager, EmployeeSlateCount, EmployeeTalentPoolCount, EmployeeJobTalentPoolCount, flightRisk, talentStatus, potential, promotability, lossImpact, TimeInPositionFormatted, TimeWithCompanyFormatted, PositionHierarchy	Manager	EmployeeSlateCount, EmployeeTalentPoolCount	,	"Talent Utilization" is a quantitative measure of how many slates and pools one person is being assigned to. Super high utilization is a red flag to organizations as it shows they are relying too heavily on a paricular resource.	COMPANY CONFIDENTIAL
		No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Employee, Position Title, TimeInPositionFormatted, TimeWithCompanyFormatted	ManagerMiniProfileNoMenus	,
		No	Yes	Yes	Yes	Yes	No	No	Yes	Portrait	Letter	TemplateBlue	Employee, Position Title, Organizations, Employee Status, TimeWithCompanyDays	Manager	,

Table 24: OFCCP Saved Searches Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
OFCCP	Search Record Keeping Report	No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Legal	TemplateBlue	Position Title, General Criteria, Skills Criteria, Resume Criteria, Education Criteria, Employment Criteria, Personal Info Criteria, Notes Criteria, Job Interest Criteria, Data Management Technique Value, User, Search Result Count, SearchDate	DisplayID	,

Table 25: Organizational Goals Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Organization to Organization Goal Alignment		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	goalName, goalcategory, goalWeight, goalDueDate, goalExpectedResult, goalmeasure, countGoalAlignedCol	Formal Name, orgGoalPlanName, goalcategory, orgGoalPlanYear	countGoalAlignedCol,	countGoalAlignedCol	Organization to Organization Goal Alignment	Company Confidential
Organizational Goals by Organization	Organizational Goals grouped by Year and then by Organization	No	Yes	Yes	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	goalName, goalcategory, goalWeight, goalDueDate, goalExpectedResult, goalmeasure, countGoalAlignedCol	orgGoalPlanYear, organizationHierarchy

Table 26: Past Performance History Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Past Performance History	This report provides a comprehensive list of employees past performance history.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, WorkflowDuration, PositionHierarchy, Organizations, GeographicOrganizations, Name, PlanYear, ConfidentialPlan, ClinicalPlan, InterimPeriod, EvalDate, PlanStartDate, PlanEndDate, CompletedDate, ReviewStartDate, WorkflowStateName, OverallRatingNumeric, OverallRatingNormalized, GoalRatingNumeric, GoalRatingNormalized, CompetencyRatingNumeric, CompetencyRatingNormalized, OverallAutoCalcRatingNumeric, OverallAutoCalcRatingNormalized, OverallAutoCalcRatingDisplayName, OverallAutoCalcRating, NormalizedOverallAutoCalcRatingDisplayName				Past Performance History

Table 27: Performance Scorecard Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
9-Box Listing	This report provides a simple list of employees grouped by Performance and Potential to augment the 9-Box plot diagram. Often times it's nice to see additional data about each of the employees included in a 9-box analysis in a list format to use along side the graphical display.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, promotability, talentStatus, flightRisk, lossImpact, PlanYear, Name, ReviewStartDate, ReviewEndDate	overallRatingDisplayName, potential			9-Box Listing	Company Confidential
Diversity Analysis of Performance Ratings	This report provides statistics about the diversity profile (gender and ethnicity) within each performance level with supporting details of all employees performance and potential ratings listed by performance management plan.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, Gender, Ethnicity, potential, Historical_Manger, PlanYear	Name, overallRatingDisplayName	,		Diversity Analysis of Performance Ratings	Company Confidential
Diversity Analysis of Potential Ratings	This report provides statistics about the diversity profile (gender and ethnicity) within each level of potential with supporting details of all employees performance and potential ratings listed by performance management plan.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, Ethnicity, Gender, overallRatingDisplayName, Historical_Manger, PlanYear	Name, potential	,		Diversity Analysis of Potential Ratings	Company Confidential
Healthcare Multi-Rater Assessments	Overall performance, competency, and goal ratings of selected employee(s) by managers, peers, and subordinates for the selected year.	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, allMultiRatersAggregateRaterCount, managersTotalCompetencyNumericAggregate, subordinatesTotalCompetencyNumericAggregate, peersTotalCompetencyNumericAggregate, allMultiRatersTotalCompetencyAggregateRaterCount, managersTotalGoalNumericAggregate, peersTotalGoalNumericAggregate, subordinatesTotalGoalNumericAggregate, allMultiRatersTotalGoalAggregateRaterCount	Employee	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, managersTotalCompetencyNumericAggregate, subordinatesTotalCompetencyNumericAggregate, peersTotalCompetencyNumericAggregate, managersTotalGoalNumericAggregate, peersTotalGoalNumericAggregate, subordinatesTotalGoalNumericAggregate			CONFIDENTIAL
Multi-Rater Assessments	Overall performance, competency, and goal ratings of selected employee(s) by managers, peers, and subordinates for the selected year.	No	No	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateGreen	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, allMultiRatersAggregateRaterCount, managersTotalCompetencyNumericAggregate, subordinatesTotalCompetencyNumericAggregate, peersTotalCompetencyNumericAggregate, allMultiRatersTotalCompetencyAggregateRaterCount, managersTotalGoalNumericAggregate, peersTotalGoalNumericAggregate, subordinatesTotalGoalNumericAggregate, allMultiRatersTotalGoalAggregateRaterCount	Employee	managersNumericAggregate, peersNumericAggregate, subordinatesNumericAggregate, managersTotalCompetencyNumericAggregate, subordinatesTotalCompetencyNumericAggregate, peersTotalCompetencyNumericAggregate, managersTotalGoalNumericAggregate, peersTotalGoalNumericAggregate, subordinatesTotalGoalNumericAggregate			CONFIDENTIAL
Performance Distribution (Final)	This report provides statistics on the distribution of overall performance ratings across completed evaluations. Supporting details of all employees' overall performance ratings, goal summary ratings, and competency summary ratings are provided by year, performance management plan, and manager.	No	Yes	Yes	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, overallRatingDisplayName, GoalRatingDisplayName, CompetencyRatingDisplayName	PlanYear, Name, Historical_Manger	,		Performance Distribution (Final)	Company Confidential
Performance Scorecard		No	Yes	Yes	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, OverallGoalRating, OverallCompetencyRating, OverallRating, PlanYear, ReviewStartDate, ReviewEndDate	Name, Historical_Manger			Performance Scorecard	Company Confidential
Performance by Potential	This report provides statistics about the distribution of performance ratings within each level of potential with supporting details of all employees performance and potential ratings listed by year, performance management plan, and manager.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, ParticipantTitle, potential, overallRatingDisplayName	PlanYear, Name, Historical_Manger	,		Performance by Potential	Company Confidential

Table 28: Plan Codes Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Plan Codes	This report provides a comprehensive list of plan codes.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Name, PlanCode, Category, Description, EffectiveDate, EndDate, SourceRefKey				Plan Codes

Table 29: Position Pool Members Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Talent Pool	Provide clients with the ability to report and analyze the depth of their key position Talent Pools.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, PositionHoldersTimeInPositionFormatted, PositionHoldersTimeWithCompanyFormatted, Manager, EmployeeNoContactInfo, PotentialSuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, TimeInPositionFormatted, TimeWithCompanyFormatted	Position Manager	,			COMPANY CONFIDENTIAL

Table 30: Positions Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
		No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Position Manager Id, positionId, Organization Name, Current Occupier, Job_Code, Linked Position Title, GeographicOrganizations, Position Manager Person SSRK, Number In Org, End Date

Table 31: Positions For Succession Planning Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Bench Health	Provide clients with the ability to report and analyze the health of the successors slated for their key positions. "Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Linked Position Title, Current Occupier, SlateMembersCount, TalentPoolMembersCount, succession_Ready.Now, succession_Ready.Six_to_twelve_Months, succession_Ready.One_to_three_years, succession_Ready.Three_to_five_years, segment, Position Manager	Position Manager	SlateMembersCount, succession_Ready.Now, succession_Ready.Six_to_twelve_Months, succession_Ready.One_to_three_years, succession_Ready.Three_to_five_years	SlateMembersCount, succession_Ready.Now, succession_Ready.Six_to_twelve_Months, succession_Ready.One_to_three_years, succession_Ready.Three_to_five_years	"Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	COMPANY CONFIDENTIAL
Bench Strength	Provide clients with the ability to report and analyze the bench strength of their positions. "Bench Strength" is a quantitative measure of how many successors have been identified for key positions."Reports on Bench Strength.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Linked Position Title, Current Occupier, SlateMembersCount, TalentPoolMembersCount, PositionHierarchy, Position Manager	Position Manager	SlateMembersCount	SlateMembersCount	"Bench Strength" is a quantitative measure of how many successors have been identified for key positions.	COMPANY CONFIDENTIAL

Table 32: Requisitions Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Additional Requisitions Report	Skeleton report for customization.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		DisplayID	,
Cost Per Hire By Department	Cost Per Hire By Department	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Candidates Image, Number Open, Number Hired, Sum Expenses, DisplayID	Location Country, Organization Name, Status	,	Candidates Image, Number Open, Number Hired, Sum Expenses
Cost Per Hire By Location	Reports on the cost of hiring for each hire, by location.	No	Yes	Yes	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Number Open, Number Hired, Sum Expenses	Location Country, Location Municipality, DisplayID	,	Sum Expenses, Number Hired, Number Open
Cost Per Hire By Position	Reports on the cost of hiring for each hire, by position	No	Yes	Yes	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Candidates Image, Number Hired, Sum Expenses	Location Country, Position Code	,	Candidates Image, Number Hired, Sum Expenses
Cost Per Hire By Recruiter	Reports on the cost of hiring for each hire, sorted by recruiter.	No	Yes	Yes	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	DisplayID, Position Title, Number Open, Number Hired, Sum Expenses	Lead Recruiter Person, Location Country, Status	,	Number Open, Number Hired, Sum Expenses
Requisitions By Cost Center	Lists requisitions by cost center.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Status, Organization Name, Hiring Manager Person, Filled Date, EEO Category	Cost Code, DisplayID	,
Requisitions By Department	Lists requisitions by department.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Status, Hiring Manager Person, Filled Date, EEO Category	Organization Name, DisplayID	,
Requisitions By Hiring Manager	Lists requisitions by hiring manager.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Status, Organization Name, Lead Recruiter Person, Filled Date, EEO Category	Hiring Manager Person, DisplayID	,
Requisitions By Recruiter	Lists requisitions by recruiter.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	DisplayID, Position Title, Status, Organization Name, Hiring Manager Person, Filled Date, EEO Category	Lead Recruiter Person	,
Requisitions By ReqID	Lists requisitions by requisition ID.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Status, Lead Recruiter Person, Cost Code, Hiring Manager Person, Salary Grade	DisplayID	,
Requisitions By ReqID Filled	Lists requisitions by requisition ID that are filled.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Number Hired, Filled Date, Lead Recruiter Person	DisplayID	,
Requisitions By Salary Grade	Lists requisitions by Salary grade.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	DisplayID, Position Title, Status, Organization Name, Hiring Manager Person, Filled Date, EEO Category	Salary Grade	,
Requisitions By Status	Lists requisitions by status.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	DisplayID, Position Title, Organization Name, Hiring Manager Person, Filled Date, EEO Category	Status	,
Requisitions History - Summary	Summarizes requisition status in grid format for a given period. Grouped by department.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		Organization Name, Status, Replacement	,
Requisitions History By Period	Tracks requisition status in grid format for a given period. Grouped by department.	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	DisplayID, Lead Recruiter Person, Open Date	Organization Name, Status, Replacement	,
Time To Fill Report	Time To Fill Report	No	Yes	Yes	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Created Date, Open Date, TimeToFill_OpenDate, Filled Date, TimeToFill_CreatedDate, Lead Recruiter Person, Hiring Manager Person, Location Country, Job Family	DisplayID	TimeToFill_OpenDate, TimeToFill_CreatedDate,
		Yes	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	Total Openings, Number Hired	Status		Total Openings, Number Hired

Table 33: Salary Planning (Focal) Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Salary Increases - Recommendation Detail		No	No	No	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	name, newEval, CurSalary, newSalary, lumpSum, meritPct, meritAmt, promoAmt, promoPct, worksheet	orgFormalName, CurrencyCode	meritPct, promoPct,	CurSalary, newSalary, lumpSum, meritAmt, promoAmt
Salary Planning - Recommendation Summary		No	No	No	Yes	Yes	No	No	Yes	Landscape	Letter	TemplateBlue		CurrencyCode, orgFormalName, newEval	meritPct, promoPct, curCompaRatio, newCompaRatio,	meritAmt, promoAmt

Table 34: Stakeholders Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Stakeholders Report	This report displays all stakeholders assigned to Organizations and Positions, sorted by the stakeholder name.	No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	managedByName, posTitle, posCode, posMgr, aor

Table 35: Stock Planning (Focal) Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Stock Grant Recommendation Detail		No	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	name, StockSharesTgt, StockActualShares, worksheet	PlanName, orgFormalName	,	StockSharesTgt, StockActualShares
Stock Grant Recommendation Summary		No	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue		PlanName, orgFormalName	,	StockSharesTgt, StockActualShares

Table 36: Successors Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Bench Health by Flight Risk	Provide clients with the ability to report and analyze the health of the successors slated for their key positions, specifically the successors flight risk. "Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	No	No	No	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, PositionHoldersTimeInPositionFormatted, PositionHoldersTimeWithCompanyFormatted, Manager, EmployeeNoContactInfo, SuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, successorFlightRisk, LossImpact, SlateMemberPooledForCountColumn, SlateMemberSlatedForCountColumn, TimeInPositionFormatted, TimeWithCompanyFormatted	Position Manager, Position Title, successorFlightRisk	,		"Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	COMPANY CONFIDENTIAL
Bench Health by Loss Impact	Provide clients with the ability to report and analyze the health of the successors slated for their key positions, specifically the successors loss impact. "Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	No	No	No	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, PositionHoldersTimeInPositionFormatted, PositionHoldersTimeWithCompanyFormatted, Manager, EmployeeNoContactInfo, SuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, successorFlightRisk, LossImpact, SlateMemberPooledForCountColumn, SlateMemberSlatedForCountColumn, TimeInPositionFormatted, TimeWithCompanyFormatted	Position Manager, Position Title, LossImpact	,		"Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	COMPANY CONFIDENTIAL
Bench Health by Readiness	Provide clients with the ability to report and analyze the health of the successors slated for their key positions, specifically the successors readiness. "Bench Health" is a qualitative measure of how ready sucessors are to step into the slated positions.	No	No	No	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, PositionHoldersTimeInPositionFormatted, PositionHoldersTimeWithCompanyFormatted, Manager, EmployeeNoContactInfo, SuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, successorFlightRisk, LossImpact, SlateMemberPooledForCountColumn, SlateMemberSlatedForCountColumn, TimeInPositionFormatted, TimeWithCompanyFormatted	Position Manager, Position Title, Successor Readiness	,		"Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	COMPANY CONFIDENTIAL
Bench Health by Type	Provide clients with the ability to report and analyze the health of the successors slated for their key positions, specifically the successors type (employees vs external contacts). "Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	No	No	No	Yes	Yes	No	No	No	Landscape	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, PositionHoldersTimeInPositionFormatted, PositionHoldersTimeWithCompanyFormatted, Manager, EmployeeNoContactInfo, SuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, successorFlightRisk, LossImpact, SlateMemberPooledForCountColumn, SlateMemberSlatedForCountColumn, TimeInPositionFormatted, TimeWithCompanyFormatted	Position Manager, Position Title, Successor Type	,		"Bench Health" is a qualitative measure of how ready successors are to step into the slated positions.	COMPANY CONFIDENTIAL
Successors	Provide clients with the ability to report on the employees slated for key positions.	No	No	No	Yes	Yes	No	No	No	Portrait	Letter	TemplateBlue	Position Title, Current Occupier, flightRisk, Manager, EmployeeNoContactInfo, SuccessorCurrentTitle, Successor Readiness, Successor Source, Search Method, Successor Type, TimeInPositionFormatted, TimeWithCompanyFormatted, SlateMemberPooledForCountColumn, SlateMemberSlatedForCountColumn	Position Manager, Position Title	,			COMPANY CONFIDENTIAL
		No	No	No	Yes	No	No	No	No	Portrait	Letter	TemplateBlue	ManagerId, PositionId, SuccessorOrganizationShortName, EmployeeNoContactInfo, SuccessorJobCode, SuccessorCurrentTitle, SuccessorOrganization, SuccessorOrganizationCode, SuccessorOrganizationCostCode, SuccessorJobFamily, SuccessorJobFunction, SuccessorJobTitle, SlateSuccessorSalary Grade, SuccessorEmployeeID, SlateSuccessorAdjusted Service Date, Date of Birth, Gender, Ethnicity, SuccessorsJobFLSAExcempt, SuccessorEmployeeStatusCategory, successorPotential, Successor Readiness, LossImpact, successorFlightRisk, SlateSuccessorwillingnessToRelocate, DevPlanActivityCountColumnForPositionSlate, Rank, SuccessorJobEEOCategory, SlateSuccessorGeographicOrganizations, SuccessorJobWorkforceSegment, SlateMemberSlateMemberCount, succession_Ready.Now, TimeInPositionFormatted, TimeWithCompanyFormatted, ManagerPersonSSRK, Number In Org, Person_Ref_Key, SlateSuccessorfamilyName, SlateSuccessorgivenName, SlateSuccessormiddleName

Table 37: Work History Reports

Report Title	Description	Custom Upload	Show Page Header Info	Show Page Footer Info	Use Row Banding	Show Calculated Totals	Show Logo	Export All Rows	Show Percentages	Page Orientation	Page Size	Report CSS	Display Columns	Grouping Columns	Averaging Columns	Summing Columns	Page Header Text	Page Footer text
Work History	This report provides a comprehensive list of employees work history by Name.	No	Yes	Yes	Yes	No	No	No	No	Landscape	Letter	TemplateBlue	Employee, Job Title, CompanyName, workHistoryStartDate, workHistoryEndDate, description				Work History

 

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June 20, 2023

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