Report Prompts (HRP960)

When running the Performance Excellence Annual Evaluations - Organization Level 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.
 
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 who 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.

                                                      Oscreenshot of select Organization or Departments to Include 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 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, 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 Date Range

Select the Date Range for evaluations.  Dates are based on due dates assigned to review tasks in the HR/Payroll system. This prompt is not required and defaults to Jan 1, 2016 to Dec 31, 2016. 

                                                  screenshot of select Date Range Prompt

Note: Tasks dates that are in the past will typically produce results of reviews that have been completed. Task dates that are in the future will typically produce results of reviews that are outstanding.

 

Select Finish to run the report.