In Dialog, there is a goals report where you can find an overview of all your employees’ personal plans.
- Are you a manager of one or more teams? If so, you’ll see an overview of all your employees here.
- Are you a manager, but do you also have access to information about employees from, for example, your entire department (including those for whom you’re indirectly responsible)? If so, you’ll see an overview of all these employees here.
You can find the goals report by going to ‘Personal plans’ and then ‘Reports’ in your Team environment. This article explains how to use this report.
Pie charts
Your goals report contains three pie charts that provide an overview of information about goals.
Employees with a plan
- Plan approved: If your organisation has set it up so that personal plans are approved by the manager, you’ll see here how many employees have had their plans approved.
- Plan finalised: indicates how many employees have a personal plan (at least one active goal).
- If plans require approval, this figure indicates how many plans have not been approved. If you add these two figures together, you will have the total number of employees who have created a plan, including both approved and unapproved plans.
- Registered: indicates how many employees have registered but do not currently have a personal plan.
- Invited: shows how many employees have never logged in to Dialog
Number of goals
- Performance goals: shows the number of active performance goals
- Development goals: shows the number of active development goals
- Ambition goals*: shows the number of ambitions
- * Please note: this is only displayed if you are using the Talent module.
Active employees
- Active: shows the number of employees who have logged in at least once in the past 365 days.
- Inactive: shows the number of employees who have not logged in in the past 365 days.
List view
In the list view, you’ll find more specific information. You can customise the view and search for specific employees, making it easy to find the right information.
- View by employee: provides an overview of all employees you have access to and their status. You can also search for specific employees in the search bar
- View by team: provides an overview of all teams you have access to, and the status for each team.
- View by role: provides an overview of all roles you have access to, and the status for each role.
You can also sort the columns in the table by clicking on them, so that you can see, for example, which employee logged in most recently, or which employee has the most goals.
Filters & Exports
You can filter the report to find specific overviews. You can use multiple filters at the same time. You can apply the following filters:
- Period: you can filter by a cycle or by a custom period. All statistics in the overviews will then relate to the selected cycle or period.
- Teams: if you manage multiple teams, you can filter by specific teams. All statistics in the overviews will then relate to the selected teams.
- Roles: finally, you can also filter by specific roles. All statistics in the overviews will then relate to the selected roles.