PERDEP21_Monthly Data Input Check

Summary description

This report shows all appointment data (new and updated) that requires approval. It returns data with an input date that falls within the date range selected.  The report is designed for use on screen, for export to Excel, or for printing.

Why run this report?

  • To review appointment data that has been input during a period of time (e.g. the current payroll period) to ensure data is correct and to identify any anomolies.

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 input dates, so it will show you the new appointments and appointment changes that were input during the period you specify, regardless of when they are effective. See also PERDEP20_ Monthly Personnel Changes_Casuals only which reports on effective dates.

Available parameters

Parameter

Mandatory?

Notes

Input Start Period

Y

Changes from this point in time (input date)

Input End Period

Y

Changes to this point in time (input date)

Department Code

N

If you have access to more than 1 department in the back office and you wish to report on only 1 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

New and Changed Appointments

Sorted by type: new starters/new and changed appointments (with colour coding for clarity). Shows data for all appointments.

Tab 2

New and Changed Appointments (with clinical)

As above, but including the fields for clinical appointments (whether they are populated or not). Useful for departments with clinical appointments.

Tab 3

Ended Appointments

Sorted by Ended Type - details of ended appointments within your department eg. where they have ended one of several appointments or the appointment has been manually ended to resolve an issue.

Tab 4

Leavers

Details of individuals who have left the department and the University.