HR Reporting

This guide provides step-by-step guidance on running reports and extracting data from HR Reporting

Contents

  1. Logging in
  2. Selecting and running reports
  3. Exporting report to Excel
  4. Running a new report
  5. Managing ‘Favorites’
  6. Logging out
  7. Passwords

HR Reporting is hosted via CONNECT, which means that some users will be prompted to log into CONNECT, in order to view the reporting tool. The HR Reporting tool itself only requires you to log in at the point of running a specific report. Your HR Reporting login details are separate to your CONNECT login and your SSO.

The recommended browsers for HR Reporting are Microsoft Edge and Google Chrome.

  1. Log into Reporting from the System availability and login page. 
  2. If you see the pop-up window below, please enter your CONNECT login details, in the format shown below. If you don’t see this pop-up, please proceed to section 2 below.

NB Forgotten your CONNECT details? See guidance here. If you don’t know what these are, please contact HR Systems Support.

If you don’t see the link highlighted to above or the URL link: https://hr-reporting.admin.ox.ac.uk, in the pop-up window, DO NOT ENTER your details and contact HR Systems Support.

 

 

Expand All

Your Home screen displays all the report categories to which you have access (eg personnel, recruitment). These are listed under FOLDERS.

To access a report, click on the relevant folder. Drill into sub-folders to find the report you wish to run.

Use the Search function to search by text contained anywhere within the Folder or Report title. Eg Type ‘REC’ to find reports with ‘REC’ in the title; click  . Click   to return to Home.

 

Images below illustrate navigation to sub-folders; showing how to find PERDEP01 Full Data Set report.

Locate the Personnel Report Category folder. 


Locate the Current Data folder.


Locate the PERDEP01 Staff in Post folder. 


Locate the Full Data Set report. 

Navigate through the folders and sub-folders to locate the report you wish to run.
Select your report, under the PAGINATED REPORTS heading.
Enter your HR Reporting login details. (These are not your SSO password or CONNECT details).

 

Note Existing PeopleXD (previously, CoreHR) users before 22 July 2020: these are your Discoverer login details. If you have forgotten your password, contact HR Systems Support.

Note You are required to log in every time you run a report.
Report Guidance

RESOURCES contains any relevant report guidance.

NB Please continue to access the HR Reports library web pages for your main guidance on reports.

    
 

Filter the data based on the options available for each report; eg by start date or department. Certain reports have predetermined filters.

Use filters to narrow down results. Untick the  ‘<All [filter label]>’ option below ‘(Select All)’. If left ticked, all options within that filter will be returned. For example, if you have access to more than one department and wish to select only one, untick ‘< All departments>’, as shown below. 

Where there is a null tickbox, refer to the relevant report description in the Reports Library for guidance
 

The format of the filters will vary, see examples below:
 

Input type Description
Date Use the calendar to select the date or type it, eg 01/01/19. These are mandatory.
Dropdown

Select the relevant option(s) from the list, as required. Expand the list by dragging the box from the bottom right, or use the scroll bars.
Free text

Search by text or numerical value. 

For example, entering ‘doct’ will find entries containing ‘doct’ anywhere in the value, eg postdoctoral. When searching by numerical value, enter the full reference, eg personnel No. or vacancy ID.

 

1.    Select your required filters and click View Report . You may need to scroll across to see this button.
2.    The results are then displayed:

 


 

A Report name
B

Use the arrows to scroll to navigate report pages.

A ‘?’ indicates that the number of pages is unknown. See the number of rows at the bottom of the page.
C Refreshes report results (to show changes made in PeopleXD since running the report)  
D Click here to download, eg into Excel. See details below in Exporting report to Excel.
E Use to search values on screen.
F Shows the filters (parameters) used.Click here to download, eg into Excel. See details in Exporting report to Excel.
G Report results

 

  1. Click on the export dropdown menu and select Excel.

  1. Select Open to open report in Excel. 
  2. If prompted, click Enable Editing. 
  3. Save. Select an appropriate, secure location to save the spreadsheet.
  4. The report name and filters (parameters) used are listed at the top of the report.

Please note: Data subject to the GDPR and related UK data protection legislation must not be stored on your C:\ drive. Choose a secure network location. For advice, please contact your local administrator.

There is no need to exit/close the existing report, when running another report.

  1. Go to Home. 
  2. Choose the new report that you want to run.     
  3. Enter your HR Reporting login details.
     

You may wish to save your regularly-run reports under Favorites, for easier access. 

  1. Locate your report.
  2. Click on the elipsis and select Add to Favorites.    

Removing a report from Favorites

  1. Select Favorites. 
  2. Click on the elipsis and select Remove from Favorites. 
     

Once a report has run, you are ‘logged out’. This is due to the security being maintained at report level; requiring logging into each report. 

For complete security you should always close down your web browser once you have finished working. This includes closing all open tabs in your browser.

For HR Reporting password-related queries, please contact HR Systems Support.

Manage your CONNECT password at: https://password.connect.ox.ac.uk/PMUser/.

For help with creating secure passwords see: https://help.it.ox.ac.uk/connect/faq and https://www.infosec.ox.ac.uk/strong-passwords.
 

User guides

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>During employment

>Ending appointments

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