Report PromptS - HRP064

When running the Active Employee Listing with All Assignments report, users will be presented with prompts to identify parameters and sets of data to be included in the report results.                                

Two types of searches can be performed:

• Organization Search: Returns a summary page of all employees who meet the organizational selections in the prompts.
• Employee-Specific Search: Returns a summary page of specific employee(s) selected in the report prompts.

 

Organization Search

Prompt #1: Select the 'As of Date' (required)

Select the employee active status ‘As of Date’ for the search. Data will pull as of the date selected and defaults to today’s date.  A previous date or future date can be selected.  This prompt is required.

                           

 

Prompt #2: Select Organization(s) (required)

Enter the Org/Dept Name or Org/Dept code in the Search field to search for.   MAU (Org level) codes will not work, you must select an Org/Dept.   This prompt is required.  

For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button.      (Note:  The Options default is ‘Starts with any of these keywords’). Then, click on the Search button.

All matching results will be returned in the Results column. To select the organization, click on the organization in the Results column and click on the Insert button to transfer the selection to the Choice field.  To select more than one organization, hold down the “Ctrl” button on your keyboard until you’ve chosen all the organizations you want in the report.                      

                         

Select Finish to run the report. 

 

Employee-Specific Search

Prompt #1: Select the 'As of Date' (required)

Select the employee active status ‘As of Date’ for the search. Data will pull as of the date selected and defaults to today’s date.  A previous date or future date can be selected.  This prompt is required.

                                                      

 

Prompt #2: Select Organization(s) (required)

Enter the Org/Dept Name or Org/Dept code in the Search field to search for.   MAU (Org level) codes will not work, you must select an Org/Dept.   This prompt is required.  

For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button.       (Note:  The Options default is ‘Starts with any of these keywords’). Then, click on the Search button.

All matching results will be returned in the Results column. To select the organization, click on the organization in the Results column and click on the Insert button to transfer the selection to the Choice field.  To select more than one organization, hold down the “Ctrl” button on your keyboard until you’ve chosen all the organizations you want in the report.      

                         

 

Prompt #3: Select Person Name(s)

Enter the Person ID, Last Name or First Name in the Search field to search for a specific employee.  This prompt is not required.  

For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button.      (Note:  The Options default is ‘Starts with any of these keywords’, if using Person ID with the default option, leading zeros will need to be used.  Leading zeros are not needed if use either of the “contains” options.). Then, click on the Search button.

All matching results will be returned in the Results column. To select the employee, click on the personnel number of the employee in the Results column and click on the Insert button to transfer the selection to the Choice field.

                       

Select Finish to run the report.