Personnel reports - monthly reports

Summary description

This group of reports covers any new records keyed or updates made to person details, appointments, salaries, allowances, cost allocations, and any leavers processed in PeopleXD, as well as any changes made by employees to their personal data in Employee Self-Service (ESS). It is designed for use on screen, for export to spreadsheet, or for printing. The report returns all data with an effective date that falls within the date range selected (with the exception of person changes which are based on audit date, and any changes made in ESS).

Why run reports in this folder?

• To check all new data or changes processed in PeopleXD with an effective date that falls within the date range selected.
• To check data changes made directly by employees in ESS that fall within the date range selected (based on audit date). This excludes changes made to diversity data (excepting date of birth and legal sex).

When should you run these report?

Recommended to be run before payroll cut-off to ensure that data is as expected before payroll is run.

Why should you monitor the changes made in ESS?

As employees can make updates to data that may have an impact on data quality and some key processes, it is important that these changes are monitored. For example:

• Address changes: employees could either delete or enter incomplete address details. Departments should check address changes as best they can to ensure that no vital information is missing and that they appear accurate. Address changes are also important for visa holders; the Home Office may request a visa holder’s history of residential addresses to be disclosed at any time. Employees’ residential addresses are also vital for HMRC purposes.
• Date of birth and legal sex: ESS does not prohibit users from amending this information, but employees are advised not to update these fields. If changes to these data items are picked up by the report, departments need to contact the individual to verify and document the changes accordingly and remind them not to update this information in ESS, but to contact their local HR team instead.

Hints & tips

• Results: Data extracted from PeopleXD, input by HR Administrators: These reports run based on effective dates, so it will show you the changes that took effect during a period you specify regardless of when they were entered into the system. See also PERDEP21_Monthly Data Input Check which reports on input dates.

  Data extracted from Employee Self-Service: This report runs based on audit/input dates, and will show you all the changes that were made by employees in ESS within the date range selected.

• Running: The Person Changes and the Changes made in ESS reports use different filters to the other reports in this folder.

Available filters

NB Remember to untick ‘<All [filter label]>’ selection when narrowing down the options within a filter – see the HR Reporting How-to Guide.

Details of paginated reports in this folder

Summary description

This group of reports covers any new records keyed or updates made to person details, appointments, salaries, and any leavers processed. It is designed for use on screen, for export to spreadsheet, or for printing. The reports return all data with an effective date that falls within the date range selected (with the exception of person changes which are based on audit date).

Why run reports in this folder?

To check all new data or changes with an effective date that falls within the date range selected.

When should you run these reports?

Recommended to be run before payroll cut-off to ensure that data is as expected before payroll is run.

Hints & tips

• Results: These reports run based on effective dates, so they will show you the changes that took effect during a period you specify regardless of when they were entered into the system.
• Running: The Person Changes report uses different filters to the other reports. 
• Filters: Some reports include a Page Items button to allow you to further filter results.

Available filters

NB Remember to untick ‘<All [filter label]>’ selection when narrowing down the options within a filter – see the HR Reporting How-to Guide.

Details of paginated reports in this folder

Summary description

This group of reports shows all appointment data (new and updated) that requires approval. It returns data with an input date that falls within the date range selected. These reports are designed for use on screen, for export to Excel, or for printing.

Why run reports in this folder?

To review appointment data that has been input during a period of time (eg the current payroll period) to ensure data is correct and to identify any anomalies.

When should you run these reports?

It is recommended that this report is run before payroll cut off to ensure that data is as expected before payroll is run.

Hints & tips

• Results: These reports run based on input dates, so it will show you the new appointments and appointment changes that were input during the period you specify, regardless of when they are effective. See also PERDEP20_ Monthly Personnel Changes_Casuals only which reports on effective dates.

Available filters

NB Remember to untick ‘<All [filter label]>’ selection when narrowing down the options within a filter – see the HR Reporting How-to Guide.

Details of paginated reports in this folder

Summary description

This report enables you to check which staff in your department are set to receive online-only payslips & P60s. You can also view details of Payslip Exceptions UDFs completed for any exceptions.

Why run this report?

• To check that employees in your department are set to receive online-only payslips & P60s;
• To check that any approved exceptions or other relevant staff (e.g. casuals) are set to
• receive paper payslips & P60s;
• To view the details of any Payslip Exceptions UDFs completed for staff in your department; and
• To view the Payslip Address Indicator setting for staff in your department who are set to receive paper payslips.

When should you run this report?

You should run this report whenever you need to check information relating to online payslips for staff in your department.

Hints & tips

• All employees should be set to receive online-only payslips except for approved exceptions, who should also have a Payslip Exceptions UDF.
• Casual workers and other staff not classed as University employees should be set to receive paper payslips.
• The report provides some personal and appointment details, Payslip Exception UDF details (where this has been completed), and indicators from the Pay module.
• The Print P60 and Print Payslip Indicators show whether the staff member is set to receive printed P60s and payslips (Y or N).
• The Payslip Address Indicator shows where the printed payslip is set to be sent (work, home or custom payslip location). This column can be ignored for staff receiving online-only payslips & P60s.

Available parameters

Details of tab