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Teamflect Reports Overview: Reviews Module

Comprehensive insights and filters for tracking, analyzing, and managing employee reviews

Written by Myka
Updated over a month ago

Overview

The Reviews module in Teamflect provides comprehensive insights into performance reviews, enabling organizations to track completion, analyze scores, and evaluate trends across departments, locations, and reviewer/reviewee roles. This article will guide you through the available reports and metrics within the Reviews module.

What is the Reviews Reports Module?

The Reviews Reports module is designed to give managers, HR teams, and administrators detailed insights into the organizationโ€™s performance review process. It allows you to:

  • Track review creation, submission, and finalization across your organization.

  • Analyze average scores and performance trends by reviewer, reviewee, department, or location.

  • Evaluate qualitative review comments, including most frequent words and recurring themes.

  • Gain insights into review completion rates, ensuring no review cycles are delayed or incomplete.

  • Monitor 9-box results and other talent metrics to support performance management and succession planning.

This module gives a comprehensive view of the review process, making it easier to track progress, identify patterns, and make data-driven decisions about employee performance and development.

Accessing your Reviews Reports

1. Go to your Admin Center > Reports: https://admin.teamflect.com/#/reports

2. Select the Reviews Module

Filtering your Data:

The Reviews Reports module allows you to filter your data to focus on the information that matters most. These filters help you refine results based on review cycles, participants, locations, departments, and more.

These filters allow you to:

  • Quickly narrow down reports to specific review periods or templates.

  • Focus on particular reviewers, reviewees, or departments.

  • Analyze performance trends across locations, user attributes, or employee status.

  • Identify incomplete or finalized reviews for follow-up.

Filter Name

Description

Created Date

Filter reviews based on the date they were created.

Review Template

Select reviews using a specific template.

Review Cycle

Narrow results to a particular review cycle.

Question Set

Filter reviews based on the question set used.

Review Questions

Select specific questions to view associated responses and scores.

Reviewee Name

Focus on reviews for a specific employee.

Reviewer Name

Focus on reviews submitted by a specific reviewer.

Review Status

Filter by review stage: Created, Submitted, Signed, or Finalized.

Employee Status

Filter employees by status (Active, Inactive, etc.).

Department

View results for specific departments.

Location

Focus on reviews from a particular office or region.

Country

Filter by country.

User Attributes

Refine data based on custom user attributes set in your organization.

๐Ÿ“Œ Tip: Use multiple filters together to quickly drill down to the exact data set you need. For example, you can combine Review Cycle + Department + Review Status to find all pending reviews for a specific team during a specific cycle.

Reviews Report Sections:

1. Reviews by Date and Template

This report shows all reviews grouped by their creation date and the template used. It provides a clear overview of when reviews were initiated and which templates are most frequently utilized, helping managers monitor workflow patterns and template adoption.

2. Review Completion Rate

The Review Completion Rate report allows you to monitor progress at every stage of the review process. It includes:

  • Reviews Created โ€“ Total number of reviews generated.

  • Self-Reviews Submitted โ€“ Number of self-assessments completed by reviewees.

  • Reviews Submitted โ€“ Count of reviews submitted by reviewers.

  • Reviews Signed โ€“ Number of reviews officially signed off.

  • Reviews Finalized โ€“ Total reviews marked as finalized.

This report ensures transparency in review completion and highlights areas where follow-up may be required.

3. Evaluations by Criteria & Date

Analyze performance evaluations based on criteria and date. This allows you to track how specific competencies or attributes are assessed over time, helping identify trends or areas for improvement.

4. Average Scores

The Average Scores report provides a summary of review scores across the organization, offering a quick snapshot of overall performance.

5. Review Completion Rate Details

Dive deeper into review completion with detailed breakdowns:

  • By Reviewer or By Reviewee โ€“ Understand completion rates from both perspectives.

  • Review Dimensions: Department or Location โ€“ Analyze completion trends across organizational units or geographical locations.

6. Reviews Finalization Overall Breakdown

This report provides a comprehensive view of all reviews finalized within a specified period. It helps leadership track finalization progress and identify delays.

7. Most Frequent Words in Reviews

Identify common themes or repeated feedback by analyzing the most frequent words in review comments. This can highlight trends, strengths, or areas requiring attention across teams.

8. Average Scores โ€“ Detailed

Break down average scores with additional insights:

  • Current vs. Pre-Calibrated Scores โ€“ Compare raw scores with calibrated adjustments.

  • Dimensions: Department, Reviewer, Reviewee โ€“ View scores segmented by organizational unit or individual role.

9. Review-Related 9-Box Results

Visualize performance and potential with 9-box grid results, helping managers assess talent readiness and development opportunities.

10. Review Results by Dimensions

Examine review outcomes across various dimensions, including department, location, and tenure. This report allows for comparative analysis between teams or units.

11. Score Distributions

Understand the distribution of scores across reviews. This report provides insights into patterns of high, medium, or low scoring, helping identify consistency and bias in evaluations.

12. Question Sets & User Attributes by Average Scores

Analyze scores in relation to question sets and user attributes:

  • Reviewee Side โ€“ Examine how reviewees performed across question sets and attributes.

  • Reviewer Side โ€“ Analyze how reviewers scored different groups.

  • Breakdown by User Attribute โ€“ Segment by attributes such as department, role, or location.

13. Answer Distributions for Rating & Multiple Choice Questions

Review the distribution of rating and multiple-choice answers:

  • Reviewee Side โ€“ See how reviewees responded to questions.

  • Reviewer Side โ€“ See patterns in reviewer scoring.

This helps identify trends or inconsistencies in responses.

14. All Reviews

The All Reviews report provides a complete record of every review, including detailed metadata and scores:

  • Review Questions, Score Results, Choice Results, Competencies

  • Review Metadata:

    • Review ID

    • Created Date

    • Review Title

    • Reviewee & Reviewer Details (including emails)

    • Calibration Supervisor

    • Department, Location, Country

  • Review Timeline:

    • Self Review Due Date, Submitted Date, Status

    • Reviewer Due Date, Submitted Date, Status

  • Review Status:

    • Reviewee Status, Reviewer Status, Finalized Date, Signature Status

    • Overall Review Status, Overall Score, Pre-Score, 9-Box Results

  • Comments & Feedback:

    • Overall Review Comment, Private Comment, Feedback Requests, Fulfilled Requests

This report provides a centralized view of all review data, making it easy to audit, export, or analyze performance comprehensively.


Frequently Asked Questions about Reviews Reports:

Q: Do both parties need to sign for the โ€œsignedโ€ status to appear?

A: Yes, if your review template is set to Reviewee & Reviewer (default), the review will show as โ€œSignedโ€ only after both parties complete their e-signatures. If the review template has been has configured as Reviewer Only or Reviewee Only, then the status will become โ€œSignedโ€ as soon as the required signer signs.

Q: How can I have an overview of all the Reviewer Comments for particular review cycle?

A: Filter the Review Cycle, then under the All Reviews Section, tick the Overall Reviewer Comment to display this section.

Q: Why arenโ€™t analytics or averages showing?

A: Averages only calculate when the underlying questions/criteria are rating-based (e.g., Rating / Likert / multiple choice with scoring). If your selected template/cycle/question filters only include free-text comment or multiple choice questions, youโ€™ll see no averages.


Use Cases

  1. HR Performance Tracking
    HR teams can monitor the entire review lifecycle, from creation to finalization. By analyzing review completion rates, self-review submissions, and signed or finalized reviews, HR can identify bottlenecks, ensure compliance, and follow up on pending actions. This ensures that every review cycle is completed on time and no employee is overlooked.

  2. Manager Score Analysis
    Managers can evaluate performance by examining average scores, score distributions, and review dimensions such as department, location, or role. This allows for fair and consistent performance assessments, comparison between teams or business units, and identification of areas where employees may need additional support or development.

  3. Talent Development Insights
    Organizations can leverage the module to uncover patterns and trends in employee performance. Using tools like 9-box results, most frequent words in review comments, and question set analysis, leaders can identify high-potential employees, skills gaps, and recurring feedback themes. These insights inform decisions about promotions, succession planning, training initiatives, and targeted coaching programs.

  4. Data-Driven Review Audits
    The module enables auditing of all review activity with detailed metadata, including reviewer/reviewee information, submission status, and review scores. This allows organizations to ensure transparency, verify calibration, and maintain accountability across performance management processes.


Final Thoughts

The Reviews Reports module empowers managers and HR teams with a full view of review activity, scores, and qualitative feedback. With robust filtering, detailed metrics, and visual insights, organizations can track progress, ensure compliance, and make data-driven decisions to enhance performance management and employee development.

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