Using the Dashboard (for Calibration Coordinators)
Patrick McClain
18 steps
4 minutes
CSOD
1
Navigate to <https://cornerstone.ou.edu>
2
Click on the navigation menu in the upper-right hand corner
3
Click "Reports"
4
Click "Dashboards"
Annual Review CY2025 Dashboard
Always refresh the data first!!
5
Click "Options"
6
Click "Refresh"
The Annual Review Dashboard has five charts: 1) Annual Review Status Report, 2) Past Due (by Step), 3) Annual Review - Completed Steps, 4) Annual Review - Currently in Re-opened Status, and 5) Annual Review Distribution Report.
7
To interact or learn more about a particular chart, click the down arrow icon in the upper-right hand corner on that specific chart.
8
All of the charts (except the Distribution Report) have three options: 1) View Details, 2) Export to Excel, and 3) Refresh.
9
View Details - shows the data behind the particular chart you are looking at.
10
Export to Excel - downloads an Excel file with the data behind the chart Refresh - refreshes only this specific chart (versus refreshing all the charts in Steps 5 and 6 above)
11
Description of the Charts: **Annual Review Status Report:** this chart shows the # of employees in each step of the annual review process. This is where they *currently* are in the annual review process **Annual Review - Completed Steps:** this chart shows the # of employees who have completed each step of the annual review process. **Past Due (by Step):** this chart shows the # of employees who are past due on each step of the annual review process. **Annual Review - Currently in Re-opened Status:** this chart shows the # of employees who currently have a step in the annual review process reopened. **Annual Review - Distribution Report:** this chart shows the # of employees who have been rated by their managers and the score they have received. (Note: the chart only shows whole numbers. The Annual Review Status Report will have the full score.)
12
The Annual Review - Distribution report - click the down arrow icon and click "View Details"
13
A new window will open and look something like the picture below. The data listed is pretty limited - it shows the employee's name, Empl ID, manager's name, and status. It doesn't show the actual score. This chart is best used for a quick glance to see where employees are falling on the rating scale. To see the full details, you should view the "Annual Review Status Report."
Past Due Details Dashboard
Always refresh the data first!!
14
Click "Options"
15
Click "Refresh"
The Annual Review Dashboard has nine charts: 1) Annual Review Status Report (For Admins), 2) Past Due (by Step), 3) Past Due (by Campus), 4) Past Due (by Department), 5) Past Due (by Supervisor), 6) Past Due (by Calibration Coordinator), 7) Past Due (by HRBP), 8) Past Due (by Senior Leader), and 9) Past Due (by VP).
16
To interact or learn more about a particular chart, click the down arrow icon in the upper-right hand corner on that specific chart.
17
Click "View Details" (a new window will open) or Click "Refresh"
If the chart is blank, even after clicking "Refresh", it just means that you do not have any employees who are past due on any step. (Congratulations!)
18
Description of the Charts: **Annual Review Status Report (For Admins):** this chart shows the exact same information as the "Annual Review Status Report" however the data contains additional information like HRBP, Calibration Coordintor, etc. **Past Due (by Step):** this chart shows the # of employees who are past due on each step of the annual review process. The remaining charts (by Campus, Department, Supervisor, Calibration Coordinator, HRBP, Senior Leader, or VP) just show you different visualizations of the # of employees who are past due on each step of the annual review process. Feel free to use or reference any that are useful to you. All of the data still ultimately comes from the "Annual Review Status" report.
Using the Dashboard (for Calibration Coordinators)
Patrick McClain
18 steps
4 minutes
CSOD
1
Navigate to <https://cornerstone.ou.edu>
2
Click on the navigation menu in the upper-right hand corner
3
Click "Reports"
4
Click "Dashboards"
Annual Review CY2025 Dashboard
Always refresh the data first!!
5
Click "Options"
6
Click "Refresh"
The Annual Review Dashboard has five charts: 1) Annual Review Status Report, 2) Past Due (by Step), 3) Annual Review - Completed Steps, 4) Annual Review - Currently in Re-opened Status, and 5) Annual Review Distribution Report.
7
To interact or learn more about a particular chart, click the down arrow icon in the upper-right hand corner on that specific chart.
8
All of the charts (except the Distribution Report) have three options: 1) View Details, 2) Export to Excel, and 3) Refresh.
9
View Details - shows the data behind the particular chart you are looking at.
10
Export to Excel - downloads an Excel file with the data behind the chart Refresh - refreshes only this specific chart (versus refreshing all the charts in Steps 5 and 6 above)
11
Description of the Charts: **Annual Review Status Report:** this chart shows the # of employees in each step of the annual review process. This is where they *currently* are in the annual review process **Annual Review - Completed Steps:** this chart shows the # of employees who have completed each step of the annual review process. **Past Due (by Step):** this chart shows the # of employees who are past due on each step of the annual review process. **Annual Review - Currently in Re-opened Status:** this chart shows the # of employees who currently have a step in the annual review process reopened. **Annual Review - Distribution Report:** this chart shows the # of employees who have been rated by their managers and the score they have received. (Note: the chart only shows whole numbers. The Annual Review Status Report will have the full score.)
12
The Annual Review - Distribution report - click the down arrow icon and click "View Details"
13
A new window will open and look something like the picture below. The data listed is pretty limited - it shows the employee's name, Empl ID, manager's name, and status. It doesn't show the actual score. This chart is best used for a quick glance to see where employees are falling on the rating scale. To see the full details, you should view the "Annual Review Status Report."
Past Due Details Dashboard
Always refresh the data first!!
14
Click "Options"
15
Click "Refresh"
The Annual Review Dashboard has nine charts: 1) Annual Review Status Report (For Admins), 2) Past Due (by Step), 3) Past Due (by Campus), 4) Past Due (by Department), 5) Past Due (by Supervisor), 6) Past Due (by Calibration Coordinator), 7) Past Due (by HRBP), 8) Past Due (by Senior Leader), and 9) Past Due (by VP).
16
To interact or learn more about a particular chart, click the down arrow icon in the upper-right hand corner on that specific chart.
17
Click "View Details" (a new window will open) or Click "Refresh"
If the chart is blank, even after clicking "Refresh", it just means that you do not have any employees who are past due on any step. (Congratulations!)
18
Description of the Charts: **Annual Review Status Report (For Admins):** this chart shows the exact same information as the "Annual Review Status Report" however the data contains additional information like HRBP, Calibration Coordintor, etc. **Past Due (by Step):** this chart shows the # of employees who are past due on each step of the annual review process. The remaining charts (by Campus, Department, Supervisor, Calibration Coordinator, HRBP, Senior Leader, or VP) just show you different visualizations of the # of employees who are past due on each step of the annual review process. Feel free to use or reference any that are useful to you. All of the data still ultimately comes from the "Annual Review Status" report.
