Business-Cases - HRP991

All of the business cases indicated below utilize the Organization Summaries Drill Down Org Detail report, which is accessed on the "Organization Summaries" tab. 

What reviews were completed on-time in a specific time period for the organization(s) I have access to?

  1. On the Report Prompt screen, first select appropriate organization name and number.
  2. Next, indicate the date range for the data you would like to view. Date ranges are based on tasks dates, which are the dates the reviews were due in EBS. For this case, past and current date ranges would be appropriate. 
  3. Once report loads, select "Organization Summaries" tab.
  4. Click on hyperlink for organization/unit name and number to display the detailed organizational report.
  5. Use the in-report filter options to select "Annual Reviews Completed On-Time".
  6. Results displayed will be Reviews Completed On-Time in a specific organization, for a specific date range.

How can I identify what reviews are due in a future time period for the organization(s) I have access to?

  1. On the Report Prompt screen, first select appropriate organization name and number.
  2. Next, indicate the date range for the data you would like to view. Date ranges are based on tasks dates, which are the dates the reviews were due in EBS. For this case, future date ranges would be required.
  3. Once report loads, select "Organization Summaries" tab.
  4. Click on hyperlink for organization/unit name and number to display the detailed organizational report.
  5. Use the in-report filter options to select "Annual Reviews Not Yet Due".
  6. Results displayed will be Annual Reviews Not Yet Due in a specific organization, for a specific date range.
  7. Tip: Use in report sort function to sort results by supervisor name for use in sending out review reminders.

How many people received a developing rating in the organization(s) I have access to?

  1. On the Report Prompt screen, first select appropriate organization name and number.
  2. Next, indicate the date range for the data you would like to view. Date ranges are based on tasks dates, which are the dates the reviews were due in EBS. For this case, past and current date ranges would be appropriate.
  3. Once report loads, select "Organization Summaries" tab.
  4. Click on hyperlink for organization/unit name and number to display the detailed organizational report.
  5. Use the in-report filter options to select "Developing".
  6. Results displayed will be reviews completed in the indicated date range, in which the "Developing" rating was indicated.
  7. Tip: Use in report sort function to sort results by supervisor name or task date.

Repeat for meets expectations, exceeds expectations, and does not meet expectations.