Reporting (As a Supervisor)
- Stephen Lewis
- Nicola.Bertello (Unlicensed)
- Vidushi Goyal
Accessing Reports
Select the menu (3 horizontal bars)
Select Reports then Standard Reports
Only supervisors and HR Liaisons can access reports in Cornerstone. If you’re a supervisor and can’t access reports, please contact us.
Goal Reports
These reports help stay up-to-date on employees' performance plans throughout the year.
Goal Details
The goal details report shows the details of each goal during a defined period for a single user. The report is limited to show yourself or one of your direct reports. You can export to Excel or a PDF.
Set the Date Criteria.
This defaults to the current cycle and will pull in any goals that overlap the range entered.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. If you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select an employee by clicking their name on the pop-up window.
Select any advanced filters. Depending on your needs you can choose to:
Display cancelled goals
Display goal comments
Display each goal on a separate page
Once all your criteria is set, click the button to Export to Excel or Export to PDF.
Goal Progress
The goal progress report shows the progress toward goal completion for a specific set of users. You can export to Excel.
Set the Date Criteria.
This defaults to the current cycle, and will pull in any goals that overlap the range entered.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. If you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Type: The category of goals such as job duty, competency, or goals--you may also select all.
Detailed View: Summarize goals for each user, or show all goals for each user.
Display OU: You can choose to add a column to show the users' classifications or departments. Note that you can select other options, but they are not populated with data in our system and will return empty fields.
Once all your criteria is set, click the button to Export to Excel.
Goal Status
The goal status report displays a summary of goal statuses for a specific set of users. The report will be generated and viewed within Cornerstone.
Set the Date Criteria.
This defaults to the current cycle, and will pull in any goals that overlap the range entered.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. If you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Type: The category of goals such as job duty, competency, or goals--you may also select all.
Display OU: You can choose to add a column to show the users' classifications or departments. Note that you can select other options, but they are not populated with data in our system and will return empty fields.
Once all your criteria is set, click the button to View Report.
Goal Target
The goal target report displays the details of all targets contained inside of goals for a specified user. You can export to Excel.
Set the Date Criteria.
This defaults to the current cycle, and will pull in any goals that overlap the range entered.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. Note that if you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Type: The category of goals such as job duty, competency, or goals--you may also select all.
Inherited Targets: Check this box to display details for goals inheriting target process. This is functionality for shared goals, which are currently not used on campus.
Once all your criteria is set, click the button to Export to Excel.
Task Reports (Performance Planning, Coaching, Year-end Evaluations)
These reports help track progress and score ratings during performance tasks (planning, coaching, evaluations).
Performance Review
The performance review report allows you to view a performance review for a single user. You can Export to PDF.
Select the employee you wish to review by using the pop-out button.
Select the performance review task you would like to report on for the employee you chose above.
Once all your criteria is set, click the button Print Performance Review to Export to PDF.
Performance Review Details
The performance review details report allows you to define a date range and print one or more performance reviews for a single user. You may select to print all reviews occurring during a defined date range, or only completed reviews for a defined date range. This report is asynchronous. When filtering for completed reviews only, reviews completed today will not appear in the print out as the review is not recorded yet in the data warehouse. The report will be generated within Cornerstone but can then be exported to PDF.
Set the Date Criteria.
This will not default to the current cycle, you will need to establish the specific dates you would like to report on.
Use the pop-out button to choose the User Criteria.
You have the ability to include review data for inactive users by checking the box. We do not pull in review data for applicants, so you can leave the second checkbox unmarked.
You are limited to selecting yourself or employees who report to you. Note that if you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Performance reviews for which the completion date is equal to or contained within the date filters.
Performance reviews for which the report date criteria overlaps the performance review period.
Once all your criteria is set, enter a Report Title and click the button to Process Report. This may take some time depending how many reviews you are trying to process, but the completed report will eventually appear under the Processed Reports section, where you then have the ability to Export to PDF.
Performance Review Rating
The performance review rating report displays performance review ratings for a specific review. You can Export to Excel or Export to Text.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. Note that if you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
User Criteria: Use this dropdown to determine which users you would like to be included in this report.
Performance Review Task: Select the task you would like to run the report on. Once selected, an additional field titled Review Sections will appear. It is advised to have all review sections checked off so no data is missed.
Review Section: Option to select the sections you would like to be displayed.
Note not all sections will display ratings, ex: for the University Staff Year End Evaluation, the only steps that have a numerical rating is “Final Departmental Rating” and “Employee’s Performance Plan”
Rating Display: Option to display the rating in either a numeric or text version.
User Status: Option to include inactive users.
In-Progress Task: Select this option if you would like to see ratings for reviews that have not yet been completed.
Display OU: You can choose to add a column to show the users' classifications or departments. Note that you can select other options, but they are not populated with data in our system and will return empty fields.
Once all your criteria is set, click the button to Export to Excel.
Performance Review Step Status
The performance review step status report allows you to view the status of all steps in a performance review task. You can Export to Excel.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. Note that if you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Performance Review Task: Select the task you would like to run the report on. Once selected, an additional field titled Review Sections will appear. It is advised to have all review sections checked off so no data is missed.
Display OU: You can choose to add a column to show the users' classifications or departments. Note that you can select other options, but they are not populated with data in our system and will return empty fields.
Once all your criteria is set, click the button to Export to Excel.
Reading the Performance Review Step Status Report
The “Task Status” field shows the progress of the task overall. Any status that is not “complete” means that the review is still open.
The columns to the right of “Task Status” show the progress of each step within the overall task. This can help determine which step the task may be stuck on, and who to contact to complete individual steps.
Task User Status
The task user status report displays the status of 1 or more tasks for any organizational unit. You can Export to Excel.
Use the pop-out button to choose the User Criteria.
You are limited to selecting yourself or employees who report to you. Note that if you click the pop-out button and do not see a list of your employees, you may need to configure your browser to allow pop-ups from Cornerstone.
Select the employee, department, or classification for whom you wish to run the report on using the dropdown.
Select any advanced filters. Depending on your needs you can choose:
Task: Allows you to select multiple tasks for which you want to view the status of in regards to the users you selected above.
Task Completion Date: Allows you to view the completion date of the task if applicable. Note that the report will automatically generate when the task was assigned.
Sort By: Option to sort the report either by User or Task.
Once all your criteria is set, click the button to Export to Excel.