PERDEP47_R&R Scheme Monitoring

Summary description

This report enables you to analyse the distribution of Reward and Recognition Scheme nominations and awards in your department or division by grade/staff group and legal sex. The report is split into six tabs; three relating to Awards for Excellence and three for Recognition Scheme payments. Descriptions of each tab are provided below.

The data returned by the report is based entirely on the data entered into the following two UDFs in CorePersonnel: Appt: R&R Recognition Scheme and Appt: R&R Awards for Excellence.  If these screens have not been completed the data will not appear in this report (even if the individual has received payment for an award).  Please also see the note under “Hints and Tips” regarding cohort for further clarification of the data included in this report.

The report is designed to be exported to Excel for further manipulation and analysis.

Why run this report?

To enable you to analyse the distribution of Reward and Recognition Scheme nominations and awards in your department or division by grade/staff group and legal sex.

Note: if using this report as the basis for displaying an overview of the award data on your staff noticeboard (as required by the policy) please ensure that the numbers are sufficiently high that no individual can be identified.

When should you run this report?

As required, but specifically following each annual Reward and Recognition Scheme exercise, once all the data for your department/division has been entered into CoreHR.  The date by which all data must be updated in CoreHR for central analysis will be communicated each year via the HRIS Bulletin.

Hints & tips

  • Cohort: the data in this report is based on individuals on eligible grades with six months service at the point the report is run. The Nomination and Award Details tabs 1 and 4 will exclude any ineligible appointments even if the ineligible appointment has an award recorded. Percentage figures quoted in tabs 2 3, 5 and 6 will be based on the total number of eligible appointments.
  • Length of service: Length of service used to determine whether an individual is eligible for inclusion is based on service accrued up to the date on which the report is run. As every department undertook their assessment exercise at slightly different points in time it is not possible to be more specific. However, it is expected that all employees included in the report will have had at least six months service at the assessment point, in order to have been granted an award.
    • Casual service: note that length of service includes any service obtained within a casual appointment – which does not count towards service eligibility for the scheme.  This should have been taken into consideration when assessing eligibility for the scheme (see description of PERDEP11 R&R Scheme Eligibility).
  • Total appointments: Tabs 2, 3, 5 and 6 (summary data) contain figures for “total appointments”. These figures represent the total number of appointments in that category (i.e. appointments held by individuals of that legal sex/grade/staff group) to enable the calculations of percentage nominations and awards.
  • Percent awards granted: Note that these figures are based on the total number of eligible appointments in the department/division – not on the number of nominations.  Therefore, if all nominations are granted, the figures in the “percent (nominations)” and “percent (awards granted)” columns will be the same.
  • Percent successful appeals: Tabs 2 and 3 include data to show the percentage of appeals that were successful.  Note that these figures are based on the total number of eligible appointments in the department/division – not on the number of appeals submitted.  Therefore, if all appeals are successful, the figures in the “percent (appeals submitted)” and “percent (successful appeals)” columns will be the same.
  • Staff Group definitions:
    • Support staff: staff on grades 1-5 and apprentice grades
    • Academic-related: staff on grades 6-10, and grades E64, E65, E66, and E71
    • Other: grades E90, B90, D90, K90, M90 (staff on these grades, many of whom were transferred in under TUPE, may or may not be eligible for an award, depending on their contractual terms and conditions)

Available parameters

Parameter Mandatory? Notes 
Department code(s)  If you have access to more than one department and you wish to report on only one of those departments, enter/select the relevant department code. Multiple values can be selected. 
Department description  As above, enter/select the department name if required. 
Personnel Number  Enter specific personnel number or leave blank to return all records.
Enter the year in which the payment is made  Must be 2015 or later. 
Enter ‘Y’ to include recurrent excellence increments (tabs 1-3)  Defaults to include recurrent excellence increments but these can be excluded by changing the parameter to “N”. 
Enter ‘Y’ to include non-recurrent excellence increments (tabs 1-3) Y Defaults to include non-recurrent excellence increments but these can be excluded by changing the parameter to “N”. 
Enter ‘Y’ to include individual awards (tabs 4-6)  Y Defaults to include individual awards but these can be excluded by changing the parameter to “N”. 
Enter ‘Y’ to include team awards (tabs 4-6)  Y Defaults to include team awards but these can be excluded by changing the parameter to “N”. 

Details of tabs

Tab 1 Awards for Excellence - Nomination and Award Details Includes all records that have data within the Appt: R&R Awards for Excellence screen, which meet the eligibility criteria (see note on “cohort” above). Includes staff who were nominated (including self-nominated) for an award but were not successful, as well as those who received an award.  Will include or exclude recurrent and non-recurrent awards based on the parameters selected. Includes staff who have since left the department (for which the leaving date will be present in the “End Date” column and the leaving code and destination included where these were completed in CoreHR).   
Tab 2 Awards for Excellence - Nominations and Awards by Grade and Legal Sex  Shows the number of eligible appointments in the department(s) selected, and the number and percentage of those that were nominated for and granted an award.  Will include or exclude recurrent and non-recurrent awards based on the parameters selected.  Also includes data on the number and percentage of appeals and the number and percentage that were successful.  All data is split by grade and legal sex, but also includes total appointments and total nominations for each department and a total for all records returned. 
Tab 3 Awards for Excellence - Nominations and Awards by Staff Group and Legal Sex  Shows the number of eligible appointments in the department(s) selected, and the number and percentage of these that were nominated for and granted an award. (see “hints and tips” above for definition of “Staff Group (by Grade”)). Will include or exclude recurrent and non-recurrent awards based on the parameters selected.  Also includes data on the number and percentage of appeals and the number and percentage that were successful.  All data is split by staff group and legal sex, but also includes total appointments and total nominations for each department and a total for all records returned. 
Tab 4 Recognition Scheme - Nomination and Award Details  Includes all records that have data within the Appt: R&R Recognition Scheme screen, which meet the eligibility criteria (see note on “cohort” above).  Includes staff who were nominated (including self-nominated) for an award but were not successful, as well as those who received an award.  Will include or exclude individual and team awards based on the parameters selected.  Includes staff who have since left the department (for which the leaving date will be present in the “End Date” column and the leaving code and destination included where these were completed in CoreHR).   
Tab 5 Recognition Scheme - Nominations and Awards by Grade and Legal Sex  Shows the number of eligible appointments in the department(s) selected, and the number and percentage of those that were nominated for and granted an award.  Will include or exclude individual and team awards based on the parameters selected.  All data is split by grade and legal sex, but also includes total appointments and total nominations for each department and a total for all records returned. 
Tab 6 Recognition Scheme - Nominations and Awards by Staff Group and Legal Sex  Shows the number of eligible appointments in the department(s) selected, and the number and percentage of these that were nominated for and granted an award. (See “hints and tips” above for definition of “Staff Group (by Grade”)). Will include or exclude individual and team awards based on the parameters selected. All data is split by staff group and legal sex, but also includes total appointments and total nominations for each department and a total for all records returned.