The Employee Performance Report displays information on each employee to help understand how many hours they have worked, for which Projects, and more.
This report is available to Corporate and Enterprise accounts and can be viewed by those with the Administrator security level, as well as Managers that have the necessary permissions.
Specifically, Managers must be able to View People, Run Reports, access Billing Rates, Clients, and Projects.
Access to the report also requires that your organization has enabled the Billing Rate options from the Company --> Preferences page (more details here).
To view the Employee Performance Report for specific users, go to to the Company --> People page and select the "Employee Performance Review" link from the top of the page.
This will take to the report page where you can select a Person you would like to review from the people picker list.
Admins can also access this report by going to the Company --> People page and click on the "Performance" link next to a specific user.
If you do not see this link, you can add it to the People List View page using the "columns" option.
The Employee Performance Report can also be accessed for individuals from a tab on the Person Detail page.
In the Employee Performance Report, you can track a user's billable hours, billings, and progress made against their billing goal based on their availability.
This data can be viewed for the last 6 months, 12 months, year to date, or for a custom time frame using the calendar picker. The time frame can be selected from the upper left of the report page.
The report can also be used to monitor progress made by users against specific lines of work, broken down by worked hours and billings associated with those worked hours.
The Employee Performance Report also provides users with graphical representations of hours and billings recorded across a specific time frame, broken down by month. If you need to remove a specific marker or add it back to a specific graph, you may do so by clicking on it.
If you remove a marker it will appear grayed out.
If you need to export or print this report for your records, you can do so using the "Print Summary" button at the top of the page, which will display the report in a PDF format.