PERDEP20_ Monthly Personnel Changes

Summary description

This report provides a set of summary tabs consolidated in one report, covering any new records keyed or updates made to person details, appointments, salaries, allowances, cost allocations, and any leavers processed. It is designed for use on screen, for export to spreadsheet, or for printing.

Why run this report?

To check new data or changes entered into the system.

When should you run this report?

It is recommended that this report is run before payroll cut off to ensure that data is as expected before payroll is run.

Hints & tips

Results: This report runs based on effective dates, so it will show you the changes that took effect during a period you specify regardless of when they were entered into the system. See also PERDEP21_Monthly Data Quality which reports on input dates.
Running: The parameters do not all copy over from tab to tab, so remember to check the parameters are as expected as you run a new tab.
Filters: Some tabs include a Page Items button to allow you to further filter results.

Available parameters

Parameter	Mandatory?	Notes
Period Start Date	Y	Changes from this point in time (effective date)
Period End Date	Y	Changes to this point in time (effective date)
Department Code	N	If you have access to more than one department in the back office and you wish to report on only one of those departments, enter/select the relevant department code here. Multiple values can be selected.
Department Description	N	As above, enter/select the department name if required.
Administered by	N	Enter DEP (department) or DIV (division) if required.
Employee Status	N	The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records (this will include non-employees).
Personnel Number	N	Enter specific personnel number or leave blank for 'all' records.
Surname	N	Enter specific surname or leave blank for 'all' records.

Details of tabs

Tab 1	Person Changes	Changes to contact details, dates, and other ‘person’ related details such as bank account, next of kin etc.
Tab 2	Appointment Changes	Changes to appointment – change of hours, pay etc. Includes Page Items to allow filter by Reason Code Description.
Tab 3	Approved Salary Changes	Shows details of any approved salary changes, including who did the approval. Includes Page Items to allow filter by Salary Change Reason. RED indicates not approved by department. APPROVED BY DEPARTMENT indicates not yet approved by Payroll.
Tab 4	Approved Allowance Changes	Shows details of any approved allowances during the period. Includes Page Items to allow filter by Reason Code Description.
Tab 5	Cost Allocation Changes	Changes to cost allocations (funding).
Tab 6	Leavers	Details of individuals who have left the University during the period. Includes Page Items to allow filter by Leaving Code Description.