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EMP - Total number of accountable employees measured in efficiency, met the learning curve (if measured in quality) and reported time and volume to the OFP.›Individual Performance Reports

Individual Performance Reports - Description

Internal Revenue Manual Part 3. Submission Processing · 2026-10-03 edition · updated 2026-10-04 · United States

Weekly Individual Performance Reports generate weekly, Monthly Individual Performance Reports generate monthly, and Annual Individual Performance Reports generate annually (15 days after the end of the quarter) for employees based on their annual rating period. Ad Hoc Individual Performance Reports are requested for specific time periods.

The employees performance data is displayed on the report by Assigned Organization Code and then in employee last name order within each assigned Org.

The section formatting on each IPR is alike; the differences are in the data contained within the sections and depend upon the period covered by each report. The sections of the Monthly, Weekly, Annual and Ad Hoc IPR are listed below.

Heading: The Weekly, Monthly, Annual, and Ad Hoc IPR include information identifying the report as follows:

Report Title - Individual Performance Report.

Report Subtitle - Quality and Efficiency Rating.

Site - Austin, Kansas City, or Ogden.

Reporting Period - Weekly, Monthly, Annual, or Ad Hoc.

Entity: The Weekly, Monthly, Annual, and Ad Hoc IPR includes information identifying the employee as follows:

Org - Five-digit employee’s assigned Organization Code (Operation, Department, Team).

Name - Employee's last name, first name, and middle initial.

Employee SEID - Five-character employee SEID (Standard Employee Identifier).

Grade/Step - Employee’s grade and step at the time the report runs.

Employee Appt - Permanent, Seasonal (Includes Part-Time Permanent), Term, Intermittent, or Temporary.

Performance Plan: The Weekly, Monthly, Annual, and Ad Hoc IPR includes information identifying the employee’s measured performance plan as follows:

Date Placed on Quality Plan - MM/DD/YYYY; date employee was last placed on a measured performance plan for quality.

Date Placed on Efficiency Plan - MM/DD/YYYY; date employee was last placed on a measured performance plan for efficiency.

Annual Measured CJE Counter - Days counted towards the 60-day annual requirement.

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▸Contents — Internal Revenue Manual Part 3. Submission Processing

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