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Merit evaluation report #2571

@mkimberlin

Description

@mkimberlin

Is your feature request related to a problem? Please describe.
We need the ability to create a unified report for review by leadership responsible for merit decisions. Ideally, this report will contain feedback, historical comp and title information, review outcomes, employee biographical information, self-reviews, bonus and other commitments, kudos, and salary range for their role.

Describe the solution you'd like

  • For now, it would probably be best for us to generate these as Google Docs in a predefined directory so we can determine sharing at the time of need.
  • We will need the folks that we are generating these reports for to be selectable via the interface.
    • we will generate for everyone in a review period initially, but selective regeneration may be needed
  • The following is not currently tracked in Check-Ins and will need to be uploadable via CSV or similar:
    • Biographical Notes - text
    • Compensation and Commitments
      • Current Compensation (Salary and Notes) - numeric annual salary and text notes
      • Outstanding Commitments (bonuses, etc) - text notes
    • Comp history (list of following):
      • Adjustment Date - date
      • Base Annual Salary - numeric
      • Total Compensation - numeric
    • Position History (should persist this and come back around and make an API for it?)
      • Start Date - date
      • Position - text

If we are using CSV or similar, I would suggest breaking those up as:

  • Current Information
  • Compensation History
  • Position History

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