PERDEP05_Employee Roles

Summary description

This report allows you to identify individuals within your department who have been allocated with roles eg. Head of Department, Departmental Administrator etc within CoreHR.

Why run this report?

  • Useful for the maintenance of distribution lists.

When should you run this report?

Run as required.

Hints & tips

  • Results: Data must have been entered into the relevant section in Core before someone will be returned by this report. Refer to IP7 Assigning and Maintaining Employee Roles (172kb) for guidance on allocating roles.
  • Filters: Tabs include Page Items buttons to allow you to further filter results.
  • Tab 2 data: Employee’s Role History will only vary from the 1st tab once roles are allocated to different employees over time.
  • Migrated data: Please note Role Date From for migrated data shows as ‘1 Jan 1900’. If you know the actual start date for the role this can be amended as per QRG IP7 above.

Available parameters

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.

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Role Department Codes(s)

N

Enter/select the relevant department code where the role exists (as opposed to the department where the role holder works). Multiple values can be selected.

Details of tabs

Tab 1

Employee’s Current Role Details

Shows names of individuals within the department with current roles. Includes Page Items to allow filter by type of role.

Tab 2

Employee’s Role History

Shows names of individuals within the department with current and past roles. Includes Page Items to allow filter by type of role.