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We just conducted 360s and self-reviews across 100 staff. This results in many individual documents that can be downloaded as individual PDFs.

But how do we export them all - ideally as excel - so that they can be reviewed efficiently?

many thanks

Hey @morgan holt 

Welcome to the Personio Community, we are thrilled to see you here 🎊 🥳. I am happy to support you with your inquiry.

As mentioned in our helpcenter article on how to Manage a Performance Cycle, Performance Cycle Review Data can be downloaded in an Excel file. The file includes both quantitative data (all ratings received by employees in the cycle) and qualitative data (all answers to open text questions regarding the employee's performance). You can use this data for reporting, or share it internally.

  1. Go to Performance & Development > Cycles and click on the name of the relevant review cycle. 
  2. In the top right, click  Export-icon_en-us.png Export the reviews in this cycle.
  3. Click Export File to confirm that you want to export the data.

If you require any further assistance on this, please let me know.

Best regards, 

Conor


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