The Completed checklist items report:
- provides details of completed checklist items that need to be manually input on the staff record; and
- includes parameters to filter by divisions, department, appointment start date - end date and employee number.
There are two versions of the report of the completed report:
- PERINS01 – Complete onboarding checklist items – CLINICAL (for those in clinical departments/appointments)
- PERINS01 – Complete onboarding checklist items – NON CLINICAL
This report does not include completed data that is auto-synced to the People Management staff record.
For guidance on running the report either follow the steps below, or follow the video:
Running reports in Insight - Onboarding
Navigation path:
Employee Dashboard > Insight
- Click All Reports
- Find 'PERINS01 – Complete onboarding checklist items' report.
NB After reports have been run for the first time they will appear in the ‘My Recent Reports’ screen.
- Click on the three dots at the end of a row and choose View.
- Click REFRESH DATA
- Enter the Prompts, as required (these are optional):
Please note: The prompts may not always appear in the same order so must be checked carefully on each tab.
- Click OK
Missing data in report
If you notice that staff are missing from the report after completing their Onboarding checklists, please run the updated version of the report that will enable you to extract the necessary data: 'UPDATED - PERINS01 Completed onboarding checklist items – Sept 24’
This report has separate tabs for each data item, meaning you will need to run each tab separately. Please follow the instructions above to locate and run the report, and repeat these steps for each tab.
