New appointments for new and existing staff (not for online applicants) - extract Onboarding data

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 division, department, appointment start 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 follwo the steps below, of follow the video:

Navigation path:

1. Click All Reports

2. Find 'PERINS01 – Complete onboarding items' report.

3. Click on the three dots at the end of a row and choose View.

4. Click REFRESH DATA 
5. Enter the Prompts, as required (these are optional):

6. Click OK
7. Repeat for each tab.

Please note: The prompts may not always appear in the same order so must be checked carefully on each tab.

1. Go to ACTIONS at the top of the screen and select Export Data

2. A pop-up will appear. Leave the default Excel (recommended) or choose CSV then click OK. Leave all other settings as they appear.
3. When prompted, save the output in a secure location.

NB After reports have been run for the first time they will appear in the ‘My Recent Reports’ screen.

Enter the extracted data into the person's record in People Management, following the guidance linked, as follows:

• Name details - Add and manage personal details
• Tax and NI details - Add and manage UDFs
• NHS pension details - Add and manage UDFs
• Most recent previous employment/activity - Add employment history
• Highest academic qualification Add and manage personal details
• Clinical details - Add and manage UDFs
• Academic teaching qualification - Add and manage personal details