Report Prompts (HRP814)

When running Faculty and Academic Staff Eligible for Retirement report, users will be presented with 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.

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. This prompt is required, the default selection is 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 #2a: Select Organizations(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 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

Prompt #3: Select the 'As of' Date (required)

Select the employment 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 may also be selected.  This prompt is required. 

                                                              screenshot of select As of Date Prompt

 

Prompt #5: Select the 'Eligible to Retire' Date (required)

Select the “Eligible to Retire by” date for the search. The retirement eligibility date and the vested date must be less than or equal to this date.  Data will pull as of the date selected and defaults to today’s date.  A previous date or future date may also be selected.   This prompt is required.                                                  

                                                     screenshot of select Eligible to Retire Date Prompt

 

 Select Finish to run the report.