HR Reporting

Navigation path: Employee Dashboard > People Management Dashboard > Employees View

1. Search by name or employee number.
2. Select View. 

1. Search and open staff record (see above).
2. Click View.
3. Navigate to Contracts tab (A).

4. Click into the appointment selection menu (B) to see all current and ended appointments held within your department or division (security access).  Each record must have a substantive appointment (for system purposes), in most cases this is dictated by PeopleXD and denoted by a blue star.
5. Information displayed further below on the screen will be related to the appointment selected here (B) only. 

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4. The history of employment changes can be viewed under Amendments (C). This screen is very useful for understanding how an individual’s appointment(s) have changed over time, the unique sequence number for each change, and why (Reason). 
5. Click VIEW at the end of each row to open the View Contract screen. Here you can see in read-only the details of Organisational Structure and Contract Information for that change.
6. Alternatively, select the ellipsis in the Summary section (D) and select Timeline to view a visual timeline of the appointment changes (pictured below).

1. Search and open staff record (see above).
2. Click View.
3. Navigate to Current Salary tab (left of the screen).
4. Where the individual has multiple appointments in your system security access, select the relevant appointment from the appointment selection (see 'view current/ past contract information' guidance above).
5. Make sure you are on Current Salary menu.
6. The Salary History displays all the historic changes to the salary. This information will default to Excluding Rate History. Click the drop-down to change this to Include Rate History. Each row under Salary History represents a change in salary. They are displayed in start (effective) date sequence with the most recent at the top.

7. Alternatively, you can click Timeline View button to see the salary changes in a timeline:

1. Search and open staff record (see above).
2. Click View.
3. Navigate to Current Salary tab (left of the screen).
4. Where the individual has multiple appointments in your system security access, select the relevant appointment from the appointment selection (see 'view current/ past contract information' guidance above).
5. Navigate to the Increment History menu (A).

6. Next Increment (B): Details the increment due date for this appointment.
7. Increment History (C): Details the increments applied over the course of the appointment.

1. Search and open staff record (see above).
2. Click View.
3. Navigate to Current Salary tab. 
4. Select Allowances (middle tab) (A).
5. The history of allowances and changes to allowances are listed below in start date order with the most recent at the top (B).

The list of allowances assigned to this appointment can be searched and filtered (C).

To view more details about a specific allowance:

1. Click the ellipsis at the end of an allowance row.
2. Select View (D).  This allows you to see more details of the allowance, eg cost allocation, reason, and comments. 

Negative allowances

The Current Salary screen displays the salary along with a value including allowances. This figure may be less than the current salary. This will be the case when there are negative allowances, deductions eg travel loan, childcare services:

1. Search and open staff record (see above).
2. Click View.
3. Navigate to Cost Allocations tab. 

1. Search and open staff record (see above).
2. Click View.
3. From ACTIONS select Personnel Profile.
4. Select Emergency Contact (under Employee Detail).

The Organisational Chart tool is visible to users with the People Management administrator user role. It provides a visual representation of the organisational structure, including vacant posts in PeopleXD, regardless of your access rights.

When you first navigate to Organisational Chart tool, your own staff card will be displayed by default, then you can drill up/down to see the see the management structure recorded in People Management.

This data is driven by the Work Group recorded on the appointment. If you believe this to be inaccurate, please review your Work Groups and Work Group managers using report PERDEP16 HR Self-Service Work Groups report. To update a Work Group or Work Group manager, please submit the relevant Service Request form.

NB: Staff who have multiple appointments or who are on secondment, will only appear in the Organisation Chart in their substantive appointment.