The Employee Feedback Status Report provides the status of all ongoing and completed performance cycles created in the PMS, including goal-setting, review, and other processes. It shows the current status of each employee in the cycle, indicating which steps are completed, pending, or awaiting action. The report can also be exported for closed cycles, allowing HRs to maintain records, track progress, and review completion across all cycles.
How to Access the Report
- Go to Reports > Reports.
- Under Performance Management, click Employee Feedback Status Report.
- By default, the report shows a Doughnut chart representing the overall workflow status of employees under your supervision for ongoing cycles.
To view the workflow status for specific types of cycles, click the corresponding tab. For example, use the Cycle-wise Status tab to see employee status filtered by goal-setting or performance appraisal cycles. Similarly, you can use the Department-wise Status and Location-wise Status tabs to filter employee status by department or location.
- To view the data in a table format, click the Grid tab.
To download the report based on specific criteria, first apply the desired filters. Refer to the section below
How to Use Filters to customize and view the report.
Click Filter to open the filter options. You can narrow down the report using these filters:
Cycle Name – Show cycles created within a specific date range.
Workflow status - Displays status-wise information based on the activities/steps configured for the selected cycles.
Organization Unit – Filter by Company, Division and department.
Basic Details – Filter by employee Number, name, type, date of joining, or type effective date.
Work Details – Filter by designation and Level.
Contact Details – Filter by email
Location – Filter by employee location.
You can also add or remove filter fields to customize the report view.
- Click Export to download the report for the selected cycles.
Exporting the Report for Closed Cycles
To view or export the report of the closed cycles:
- Navigate to Reports > Reports.
- Under Performance Management, click Employee Feedback Status Report.
- Click Filter, uncheck Show Ongoing Cycles, and select the cycle(s) you want to view.
- Click Apply.
- Click Export to download the report for the selected closed cycles.
- All exported reports can be accessed in the Download Reports section under Reports > Reports
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.