What Types Of Reporting Should You Bring To Employee Reviews?

Posted on: 1 November 2016


Rather than being a chance for you to talk with employees about issues, a great employee review should be a two-sided discussion that allows both parties to gain insights and share their feedback. Using management reporting in employee reviews is one way to foster dialogue during these sessions. Here are some pointers on how to incorporate reports into your reviews.

Why Bring Reports?

There are a few key benefits of bringing reported data into your reviews. First of all, it gives you some starting points for discussion in different areas. If the conversation isn't flowing, the management reports will add new fuel to the conversation at each turn. They can lend extra structure to your conversations and help you make sure that you cover the most important topics with each person. They can also be a good starting point for difficult discussions; if you can point to some data that supports your points, it makes it easier to start challenging conversations about behavior and low performance.

What Types of Reports Should You Bring?

There are a few categories of reports that you can bring into an employee review. The first is general information about how the company is doing. This may include a recap of any major projects or company changes over the year, the general financial health of the company, and comparisons between now and last year's success. These provide a great base for your employee to let them know where the company stands (and, in turn, it provides some insight into the security of their own role).

If there are department-specific data that you can share, this is also helpful. For instance, customer service representatives may want to see customer satisfaction rates. Salespeople might want to look at sales quotas for the year. It's even better if you can give them an estimate of how they personally did compared to the group.

Finally, individual data is helpful for giving performance feedback. Billable hours and revenue show how much business the person is bringing in to the company. Data such as attendance and timeliness can also show behavioral issues when present.

How Can You Prepare these Reports?

Getting set up with management reports takes a little bit of effort, so give your small business accounting services team some heads up before using management reports. They might need to adjust the way hours or sales are tracked in order to provide the most effective data for your management reports.

For more advice or information, contact a company such as Broutman & Co., P.C.