| Onboarding: 'Completed checklist items' |
Prior to supplementary payroll deadline - for NI number only |
Aside from the NI number, all other data in this report can be entered into PeopleXD outside of the Payroll deadlines.
NB Bank details entered through Onboarding are automatically synched to the personnel record and will not appear in this report.
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| PERDEP41 Immigration and right to work |
At any point in the month |
To manage visa/RtW processes, to comply with Home Office rules/immigration law. Please remember to also run this for casual workers. |
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| PERDEP10 Cost allocation (funding) end dates |
At any point in the month |
To identify funding end dates/records with missing cost allocations. |
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| HRINFO01 Data quality validation |
At any point in the month |
To maintain data quality and assist with HESA data submissions and other statutory reporting. |
Clearing data quality errors
Staff classifications
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| HRINFO20 Casual worker data quality validation |
At any point in the month |
To assist with HESA data submissions and other statutory reporting. |
Clearing data quality errors
Staff classifications |
| PERDEP06 Agency workers |
At any point in the month |
To comply with 12-week service rules |
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| HRINFO21 Vacancy and applicant data quality report |
At any point in the month |
To maintain applicant status and vacancy management (useful for Athena Swan data) |
Making changes to recruitment data |
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