Report Prompts (HRP1093)

When running the Retirement Trend Analysis Report, users will be presented prompts based on their security access to identify parameters and sets of data to be included in the report results. If a person has access to both organizations or Major Administrative Units (MAU) and departments/sub-orgs, they will see a prompt for organizations to select and a cascading prompt with departments and/or sub-orgs within those organizations to select. If a person only has access to departments/sub-orgs, they will see a prompt with just those departments/sub-orgs to select from.                                 

Two types of searches can be performed:

  • Organization/Department Search: Provides a search on one or more organizations, and/or one or more departments the user has access to. The search will allow the user to drill down to the details by each organization and department that were chosen that has applicable data.
  • Enterprise Structure Search: Provides a search across all organizations and departments the user has access to by specific personnel subareas, employee groups, and employee subgroups. The search will allow the user to drill down to the details by each organization and department that has applicable data.

Organization/Department Search

Prompt #1:  Select Original Retirement Date range  (required)

Select the Original Retirement Date Range for the search. Data will pull as of the dates selected and defaults to today’s date.  A previous date or future date can be selected.  This prompt is required.

                  screenshot of Select original retirement date range Prompt

Prompt #2: Select Organization(s)/Departments to Include (required)

Select either Organization(s) or Department(s)/Sub-Org(s) option to filter based on MAU(s) or department(s) desired. This prompt is required and defaults to Organization. Users that have access to both MAU level and department level data can choose which level of organization code prompts to view and select from in the next prompt. 

                screenshot of Select organization or department Prompt

Prompt #3a: Select Organization(s)

Select which Organization (MAU) codes to display in the report. Options presented in this selection box will depend on the user's access. To select multiple organizations, hold down the Control Key while you make your selections. If no Organization or Department selection are indicated, the report will display all data for all units the user has access to. 

                 screenshot of Select Organization Prompt

Prompt #3b: Select Department(s)/Sub-Org(s)

To select specific department(s)/sub-org(s) reporting to the MAU, highlight the Organization (MAU) and click on the Reprompt button the department/sub-orgs reporting to the organization will be displayed in which the user has access to. To select multiple departments/sub-orgs, hold down the Control key while making your selections.

          screenshot of Select Departments Prompt

Select Finish at the bottom of the page to run the report.

 

Enterprise Structure Search

Prompt #1: Select Original Retirement Date range  (required)

Select the Original Retirement Date Range for the search. Data will pull as of the dates selected and defaults to today’s date.  A previous date or future date can be selected.  This prompt is required. 

                       screenshot of Select Original Retirement date range Prompt

For an Enterprise search, the selection of Organizations(s) or Department(s)/Sub-Org(s) is not required. 

Prompt #2: Select Personnel Area

Select one of the Personnel Areas that are offered. This prompt is not required to run the Enterprise Structure search and will then provide applicable personnel subarea options. 

                   screenshot of Select personnel area Prompt

Prompt #3: Select Personnel Subarea

Choose the specific Personnel Subarea groups to run the report. This prompt is not required.  The options that appear are dependent upon the Personnel Area selected in Prompt #2.  You can click on Select all to choose all options instead of clicking each one separately.

                 screenshot of Select personnel subarea Prompt

Prompt #4: Select Employee Group

Select one of the Employee Group options. This prompt is not required.  

                screenshot of Select employee group Prompt

Prompt #5: Select Employee Subgroup

Choose the specific Employee Subgroup options to run the report. This prompt is not required.  The options that appear are dependent upon the Employee Group(s) selected in Prompt #4.  You can click on Select all to choose all options instead of clicking each one separately.

               screenshot of Employee Sub Group prompt Prompt

Select Finish to run the report.