Viewing review data in ChartHop

You can view and analyze performance review data for your employees by configuring it to display on the Data Sheet. You can also view performance review data directly in the Employee profile.

View review data on the Data Sheet

After data has been collected for a review, you can view the collected data by adding the fields used in a performance review form as columns on the Data Sheet. This gives you the ability to view performance review ratings for a specific group of employees, including your direct reports.

You can add as many performance review fields as you want. For example, you can add both self-review ratings and downward review ratings to see how they compare for a group.

To display performance review data in the Data Sheet for your employees:

Navigate to the Data Sheet.

(Optional) Use the + icon to create a new view (for example, Review Rating).

Filter the employees that display on the Data Sheet using Carrot:

Enter is:person under:"me": to display all the employees that report to you.

Enter is:person under:"Person's Name" to display all the employees that report to a specific person.

Enter is:person department:engineering to display all the employees in a specific department (for example, Engineering).

You can also use the Filter dialog for additional filtering options. Learn more.

Select Select columns.

In the Select columns dialog, select the fields you want to display (for example, Self Review Rating and Downward Review Rating).

Select Apply. The fields and any collected performance review data display as new columns on the Data Sheet.

View review data on an Employee's profile

Your ChartHop admin can set performance review data to display on a custom tab in an Employee profile by linking performance review fields to that tab. This allows you to view performance review data for an employee in one place. Learn more.

View a summary of survey responses

To view a summary of the survey responses:

From the left sidebar, select Performance.

Select the Review that you want to view.

Select the Responses tab. The Summary sub-tab will be selected automatically.

If your review has more than one form, select the form in the dropdown.

All available responses will be displayed in a default chart type.

If you would like to do additional analysis or share the responses with others, you can copy the response to a Dashboard.

Create as Dashboard

Create a Dashboard of responses

To create a Dashboard of the review responses:

On the Responses tab of the Review.

Click the Create as Dashboard button.

A dashboard will automatically be created using the default charts for each question. Within the dashboard, you can then modify the chart type, add headers & text blocks, reorganize and then share. If you apply a Group By — that will

Copy chart to dashboard

If you just want to bring over an individual chart, you can also copy a chart to a dashboard.

On the Responses tab of the Survey.

Click the ⠇menu button. Then select Copy to Dashboard.

In the Copy to Dashboard dialog, select the Dashboard that you would like to copy the chart to.

Select Copy chart. The chart will then by added to the end of the Dashboard

Sheet view of Responses

View individual form responses

To view individual review responses:

From the left sidebar, select Performance.

Select the Review that you want to view.

Select the Responses tab.

Select the Data Sheet or Individual sub-tab.

Individual Responses

Roles: Owner | Technical owner | People Ops Admin