PERDEP03_Appointment History

Summary description

This useful report provides historical appointment information.

Why run this report?

  • To review appointment changes within a date range.
  • To identify staff in post at a date in the past – useful for comparison with current staff in post counts.

When should you run this report?

As and when required.

 Hints & tips

  • Results: For both reports please note that appointment history prior to 2003 is incomplete and that history which relates to discontinued department codes will not appear if you do not have security access to those departments. Please contact the helpdesk if you require access to history for old department codes.
  • Filters: Tab 1 includes a Page Items button to allow you to further filter results. Note: The default is set to 'current employees'.

Available parameters (all tabs)

Parameter

Mandatory?

Notes

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.

Tab 1

Parameter

Mandatory?

Notes

Period start date

Y

Appointment changes from this point in time.

Period end date

Y

Appointment changes to this point in time.

Appointment change reason

N

Use the torch to select specific reason(s) or leave blank to bring back all records.

Tab 2

Parameter

Mandatory?

Notes

Point in time

Y

Records as at this point in time.

Location

N

Enter/select a location if required.

Details of tabs

Tab 1

Employee Details

Shows all records where an appointment has been changed within the specified period. Includes Page Items to allow filter by current, ex-employees or all. As noted above, the default is current employees only.

Tab 2

Staff in Post (point in time)

Personal and appointment data for employees in post at the specified date. Has the same fields as the PERDEP01_Staff in Post (Limited data set) report enabling comparison between current and historical data.