{"id":2673,"date":"2024-04-23T17:31:53","date_gmt":"2024-04-23T17:31:53","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=2673"},"modified":"2024-04-23T17:31:53","modified_gmt":"2024-04-23T17:31:53","slug":"employee-notes-report","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/employee-notes-report\/","title":{"rendered":"Employee notes report"},"content":{"rendered":"\n<p>This report shows performance notes or peer notes. Multiple sorting options are available.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"706\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report.png\" alt=\"\" class=\"wp-image-2674\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report.png 630w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report-268x300.png 268w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report-45x50.png 45w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report-54x60.png 54w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2024\/04\/PM_employee_notes_report-89x100.png 89w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/figure>\n\n\n\n<p>A. Filter notes by organization level, supervisor, or employee (required).<br>B. Filter by note type: performance notes and\/or employee notes (required).<br>C. Enter the notes date range (required).<br>D. Filter notes by their core value and skill (optional).<br>E. Filter notes that were shared with the employee and manager, manager only, and\/or employee only (required).<br>F. Filter by the employee\u2019s organizational level and\/or supervisor (optional).<br>G. Filter the report to display only selected employees (optional).<br>H. After clicking <strong>Run Report<\/strong>, a pop-up window will display the report with the option to save as a Word document, Excel document, PowerPoint, PDF, TIFF file, MHTML (web archive), CSV, XML file with report data, or data feed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This report shows performance notes or peer notes. Multiple sorting options are available. A. Filter notes by organization level, supervisor, or employee (required).B. Filter by note type: performance notes and\/or employee notes (required).C. Enter the notes date range (required).D. Filter notes by their core value and skill (optional).E. Filter notes&#8230;<\/p>\n","protected":false},"author":16,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[155],"ht-kb-tag":[139],"class_list":["post-2673","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-performance-reports","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=2673"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2673\/revisions"}],"predecessor-version":[{"id":2675,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2673\/revisions\/2675"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=2673"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=2673"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=2673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}