Settings-Participation Reports

  1. Participation reports allow you to provide details of the assessment process without violating confidentiality. 

To begin the process click “add Participation Report.” A Participation report panel will display

  1. Name the report
  2. Select the report mode options
    1. All participants allows you to see all current participatns
    2. Selected Participants will allow you to select specific individuals
    3. Selected Tags will allow you to select specific tags
  3. Create an expiration date. 

After the report has been created, it will display on the list of participation reports. From this list you have several options:

  1. Click the “View Report” to view the report structure
  2. Copy the link. This link is what you would share with managers or HRBP’s.

By clicking the three vertical dots to the right of the report information you have 3 additional options:

  1. Edit-Here you can edit your selected criteria for the report or change the expiration date
  2. Reset the link- use this function to reset a link if a user changes or you need to change the expiration date
  3. Delete a report.

Participation Report View

The participation report looks very similar to the participants pages. The biggest difference is that all items that might violate confidentiality have been removed.