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Performance Task Status for each Performance Task Summary

edited Oct 14, 2020 2:20AM in Performance Management 1 comment

Summary

Performance Evaluation, Performance Task, Performance, Reporting

Content

Hello,

We have a business requirement to display a summary pivot table of all Performance Tasks and the Performance Task Status as only two values, Completed and Not Completed.

I have created a bin in the performance task status to OTBI column with the following:

In Progress, Not Started, and Ready as 'Not Completed' 
Completed will just be 'Completed'


So from that column all the results we would get for the Performance Task Status. The problem I am encountering is that the Performance Task of 'Final Feedback' is shared amongst the manager and the employee, so when I create a pivot table (see screenshot) the Performance task is double dipped in the 'Completed' and 'Not Completed'. 

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