How to Create Customized Additional Filters to Competency/Performance Reports in Profit.co?

Profit.co provides an option to customize and create new Additional Filters for both the review and employee attributes in the competency/performance report.

Why this Feature?

• By using this feature you can Customize and create Additional Filters.
• This feature allows the Super User and HR admin to generate a report by filtering the employee's custom attributes.
• Employees can choose their custom attributes while creating new additional filters.

Step 1

Navigate to Performance → Reports → Competency/ Performance from the left navigation panel.

Step 2

In the Competency/ Performance page, click on the Additional Filter option and select + Add a new Filter from the drop-down menu.

Step 3

In the Create Filter side panel, Name your new Filter. In the Add Criteria section, click on Insert Attribute and select any attribute from the Employee Details side navigation drop-down menu.

For instance, Let’s create a new additional filter named Location Based.

Step 4

Select the attribute Condition for the filter from the drop-down menu.

For instance, Let’s select the attributable condition as = (Equivalent).

Step 5

As a final step, enter the attribute Value for the filter. Once done, click on Create button.

For instance, Let’s enter the equivalent value to the attribute as UK.

The newly created customized Additional filter will be added to the Competency/ Performance page.

Related Answer Post

To learn more about how to customize the Review Summary Box for Performance Reviews in Profit.co, click here.

To learn more about how to Get the Most Out of 360 Degree Performance Reviews, click here.