Create and customise performance report templates in Humanforce HR

The Performance Report available to both employees and managers is an extremely useful tool designed to help you streamline your processes, cut down on the time spent searching through old paper files and provide all relevant information to both the employee and the manager at the time of performance reviews. The Performance Report Templates are highly customisable and allow you to collate data from many different areas of the system, including Goals, Diary Notes and Forms. 

Follow this guide to create and customise performance report templates in Humanforce HR to support consistent, streamlined performance reviews across your business.

Part 1: Create a performance report template

1. Go to Settings > All Settings > Performance Report Templates.

2.  Click Create Report Template. 

3. Enter a Name for the template. This will be visible to employees, so choose something clear and relevant.

4. Select the Report Period. This can be changed within individual reports later if needed.

5. Click Next to start building your template.

6. Click Add Report Section.

7. Select the Section Type you wish to add to the report. To learn more about each section type, review the Performance Report Card Elements Article.
   • Metric Radar (Spider Chart) - Review the Understanding Performance Metrics and Performance Metric Groups Article to learn more about creating these charts. 
   • Metrics Over Time
   • Form Responses
   • Happiness
   • Diary Notes
   • Performance Improvement
   • Goals
   • Training
   • Direct Reports
   • Wellness

8. Enter a Section name.

9. Set the Visibility level:

   • All views – sections with this visibility level can be seen by all View Types when accessing the performance report.

   • Supervisor view only – sections with this visibility level can only be seen when accessing the performance report via the Supervisor View type. 

   • Hidden – not visible to anyone viewing the Performance Report.

10. Complete any additional settings required for the section type (e.g. choose a performance metric group).

11. Repeat steps 6–9 for each section you want to include.

12. When all sections are added, click Create.

Once saved, the Performance Report Template will be available to use for performance reviews. You can add as many sections as needed, and include multiple instances of the same section type if relevant. 

Part 2: Add form responses to a report template

1. In your template, ensure a Form Responses section is added (see Part 1, Step 7).

2. Within the section, choose how you want to organise the responses:

   1. Add responses to the section, or

   2. Group responses using Form Response Groups, which act as headers for clearer organisation.

3. Click Add form response or Add group as required.

4. Choose the response source:

   • A Form field from a form design, or

   • A Form Library Item, which will display responses from all forms using that library item.

5. Select additional visibility options:

   • Choose whether to Anonymise responses from supervisors or peers.

6. Once all responses and groups are added, click Save.

Completed Form instances that match the time period of the Performance Report will be included whenever this template is viewed. 

Additional information

• You can create multiple templates to suit different business units or roles. 

• Section visibility can be edited later, even after the template is saved.

• Each section type may have its own configuration settings; refer to related articles for more on setting up performance metrics or goals.

• Templates can be updated as your performance review process evolves.

Users with limited access may not be able to complete this task. Contact your administrator.