How to export review cycle data

So you need to export your performance review data for further number crunching, or need to save the performance reviews externally or need a hard copy? No problem, we have you covered!

As an HR admin user, you are able to export the data via Excel, CSV or even all reviews as a PDF in one go.

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Exporting as Excel or CSV is as easy as A,B,C!

Simply navigate to the "Company" view in your lefthand sidebar menu, tab to the "Reviews" section, and from the "Actions" button on the top-right of the cycle you're looking to export from- Select the "Export Cycle Data" option.

The tool will then give you the option of choosing the format, be it Excel or CSV, and even to lets you customize the columns you would like to export. Say you don't want to pull out the Location information, then just uncheck the box!

Once you're ready to go, click on export and wait for your data. You can find your exports in your Admin Overview under "Your Latest Exports" - Which is located on the right hand side of your homepage. Let's see that in action:

Exporting all reviews to PDF

To start the PDF export, you need to navigate into the review cycle itself, by navigating to the company overview screen for the reviews you'd like to export to PDFs. Follow the steps above to get to the "Company" view - But click the arrow icon next to the "Actions menu". 

Now you are in the company overview screen for the review cycle. You simply need to:

  1. Click the "Admin button" on the top of the cycle data 
  2. Select "Export all reviews to PDFs"

 

Like the Excel/CSV export functionality, you will be able to find the file to actually download from the "Your Latest Exports" section of your homepage. 

Please note that the PDF export can take up to 10 minutes, but shouldn't take longer than that. 

Frequently asked questions:

  • Can HR Assistants and Tech Admins export the data?

Given the sensitive nature of the information available to export, only HR admins are able to export fully. HR assistants can only export review cycle data as PDFs if they are the owners of that cycle. Otherwise, they cannot export PDFs but are able to pull out some of the basic non-sensitive data out into Excel or CSV. Tech admins are not able to kick off exports. 

  • I have been waiting for ages and my data is still downloading!

It can take up to 10 minutes for the PDF export to complete if you have a lot of reviews.

  • I want to be able to export in the XML format but cannot. Why?

You may have noticed that this option is greyed out. We do this because XML is a pretty technical format and geared towards your IT department. If you want need this option, reach out to us at support@small-improvements.com and ask us to enable it for you. 

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