Report Prompts (HRP1103)

When running the Employee Years of Service 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:

  • Summary Search: Returns a summary page of all employees that meet the organizational and enterprise structure selections in the prompts.
  • Employee-Specific Search: Returns a page of specific employee(s) selected in the report prompts within the organizations the user has access to.
 
Summary Search :

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

Select the key date for years of service information. This prompt is required. Data will pull as of the date selected and defaults to today’s date.

                                                                 Date Prompt

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

Select to view either Organizations (MAU) codes or Department/Sub-Org codes to be displayed for selection in the next prompt. 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.

Select Organization or departments to include

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.

Select organization or suporganizations

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.

Select organization or departments

Prompt #4: Select Years of Service Range

Select which range of years of service you would like included in your report. This prompt is not required.  Multiple selections can be made in one report.  You can click on Select all to choose all options instead of clicking each one separately.

select years service

 

Prompt #5: Select Staff Type (required)

This prompt is required. Select which staff type you would like included in the report. Faculty & Academic Staff, Support Staff, or both.

Select Staff Type

Select Finish to run the report.  

 

Employee-Specific Search

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

Select the key date for years of service information. This prompt is required. Data will pull as of the date selected and defaults to today’s date.

                                                   DatePrompt

Prompt #2: Search and Select Employee Name(s) or Personnel Number(s)

Enter the last name, first name or personnel number (PERNR) in the Search field to search for a specific employee.  For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button. Then, click on the Search button.

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


Employee Personel Number Search

Select Finish to run the report.