PERDEP08_Academic Appraisals (IPO)

Summary description

This report allows you to identify academics where probation and/or IPO data has been entered which falls within the specified dates.

Note: The default selection is based on academic grades OR any employee record where the IPO (Years) field (IPO udf) has been completed - to enable IPO tracking for fellowship appointments.

Why run this report?

  • To track academic appraisal activity that is required within a date range e.g. next 3 months. e.g. if review date approaching then produce interim review letters for the interested parties.
  • To identify where academic appraisal dates/data is not yet entered on Core.

When should you run this report?

It is recommended that this report is run regularly as required.

Hints & tips

  • Running: This report may take slightly longer to run than other reports due to the complexity of the calculations involved.
  • Output: It is recommended that the data is exported and then Excel filters used to flag where similar activity is required for a number of records.
  • Results: Remember, data must have been entered into the relevant section in Core before it will be returned by this report.

Available parameters

Parameter

Mandatory?

Notes

Date from

Y

Date that is equal to, or more than, for any of the following fields:

  • Probation Expiry Date (or Probation Extension if that exists)
  • Probation Review date 1
  • Probation Review date 2
  • 2nd Report due (but only if 2nd Report received is not complete)
  • Formal Report due (but only if Formal Report received is not complete)

Date to

Y

Date that is equal to, or less than, for any of the fields as above:

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.

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.

Include completed probations

Y

Enter Yes or No.

Note: NO will only return records where probation completion date is not complete. YES will return all records including those where the probation completion date has been set.

 Details of tab

Tab 1

Employee List

Shows basic appointment details, probation dates, IPO dates and comments (where entered).