PeopleFluent Talent Management 22.04
Ad Hoc Reports

This page lists the Ad Hoc Reports shipped in the standard configuration of PeopleFluent Talent Management.

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Table of Contents

Table 1: All Employees Reports
Table 2: Bonus Planning (Focal) Reports
Table 3: Candidates Reports
Table 4: Career Aspirations Reports
Table 5: Competency Profile Reports
Table 6: Competency Results Reports
Table 7: Contacts Reports
Table 8: Development Activity Reports
Table 9: Education History Reports
Table 10: Employment History Reports
Table 11: Evaluation Progress Summary Reports
Table 12: Feedback Reports
Table 13: Goal Alignment to Organizational Goals Reports
Table 14: Goal Dimensions Reports
Table 15: Goal Measurement Periods Reports
Table 16: Goal Rating Details Reports
Table 17: Goal Repository Reports
Table 18: Goals In Progress - Detail Reports
Table 19: Goals In Progress - Summary Reports
Table 20: Jobs Reports
Table 21: Journal Entries Reports
Table 22: Licenses and Certifications Reports
Table 23: My Team Reports
Table 24: OFCCP Saved Searches Reports
Table 25: Organizational Goals Reports
Table 26: Past Performance History Reports
Table 27: Performance Scorecard Reports
Table 28: Plan Codes Reports
Table 29: Position Pool Members Reports
Table 30: Positions Reports
Table 31: Positions For Succession Planning Reports
Table 32: Requisitions Reports
Table 33: Salary Planning (Focal) Reports
Table 34: Stock Planning (Focal) Reports
Table 35: Successors Reports
Table 36: Work History 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   ofccpPreOfferDisabilityStatus        
    Yes No No Yes Yes No No No Portrait Letter TemplateBlue   ofccpPreOfferVeteranStatus        
    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 Yes Portrait Letter TemplateBlue Employee, Position Title, Organizations, Employee Status, TimeWithCompanyDays Manager ,      
    No Yes Yes Yes Yes No No No Portrait Letter TemplateBlue Employee, Position Title, TimeInPositionFormatted, TimeWithCompanyFormatted ManagerMiniProfileNoMenus ,      

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: 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 35: 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 36: 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