PERDEP46_Annual Review Details

Summary description

QRG IP10: Manage Annual Review Data includes guidance on recording annual review/PDR details via a UDF. Using this report you can access the current information for employees that has been recorded in this area.

Why run this report?

  • To monitor process of annual reviews.

When should you run this report?

Run as and when required.

Hints & tips

  • Results: This report will bring back details of all your staff plus their most recent annual review record (if one exists).

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.

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 tab

Tab 1

Employee List

Shows basic appointment details, plus review details including dates, training needs, etc (where entered).