Report Prompts (HRP1126)

When running the Recurring Appointment Listing 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 detail page outlining the full leave of absence history of specific employee(s) selected in the report prompts within the organizations the user has access to.

Summary Search

Prompt #1: 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. The default selection is Organization. Users that have access to both Org 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 #2a: 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 #2b: 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. To select multiple departments/sub-orgs, hold down the Control key while making your selections.

screenshot select departments prompt

 

Select Finish to run the report.

 

Employee-Specific Search

Prompt #1:  Search and Select Employee Name(s) or Personnel Number(s)

Enter the Person ID, Personnel Number, Last Name, or First Name in the Search field to search for a specific employee. Note:  The ability to search for an employee will depend on the user's access, only employee(s) within the organization(s) the user has access to can be searched.   

For a more inclusive search, click on the Options link and select the ‘Contains any of these keywords’ radio button.  The default option is 'starts with any of these keywords', if using Person ID or Personnel Number 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 name of the employee in the Results column and click on the Insert button to transfer the employee to the Choice field.

                                 screenshot of Select Employees prompt

Select Finish to run the report.