Personnel reports - tracking reports

Expand All

Summary description

This group of reports allows you to identify employees with probation dates due within a period you specify.

Why run this report?

To check details of probation dates.

When should you run this report?

Run regularly to ensure that probationary procedures are followed in a timely manner.

Hints & tips

  • Results: Data must have been entered into the relevant section in PeopleXD before someone will be returned by this report.
  • This report does not look at IPO dates. Refer to PERDEP08_Academic Appraisals for IPO reporting.

 Available filters

Filter

Mandatory?

Notes

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

Period Start Date

Y

Changes from this point in time (effective date)

Period End Date

Y

Changes to this point in time (effective date)

Department Code

N

If you have access to more than one department and you wish to report on only one of those departments, select the relevant department code. Multiple values can be selected.

Department Description

N

As above, select the department name, if required.

Administered by

N

Select DEP (department) or DIV (division), if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Select specific status(es) or remove the default list to bring back all records (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

 Details of paginated reports in this folder

Report Notes

Probation Expiry date or Extension date

Person, appointment and probation details for employees with a probation expiry date or probation extension date within the period specified.

Review date 1

Person, appointment and probation details for employees with their first probation review date within the period specified.

Review date 2

Person, appointment and probation details for employees with their second probation review date within the period specified.

 

Summary description

This group of reports will help you to manage different aspects of immigration and right to work, including tracking visa expiry dates and early leavers, and monitoring the presence of accurate right to work data held in PeopleXD.

There are three reports in this folder (see also below): Visa expiry dates provides details of all visas that are due to expire between the dates selected; Early leavers provides details of all employees with a visa end date who have left the University or ended their current appointment earlier than their visa expiry date; Current staff details provides details of all current employees (including 'non-employees'), along with their right to work screen data.

The reports are designed to be exported to Excel for further manipulation and analysis.

Why run reports in this folder?

There are three main reasons for running these reports:

  1. To identify workers and employees who are on time-limited visas, to enable identification of those requiring checks to ensure they have continued right to work.
  2. To identify workers and employees who have limited permission to stay (ie have provided a document from List B) who leave their appointment or the University earlier than their visa expiry date, to remind you to notify the Staff Immigration Team to ensure adherence to Home Office reporting requirements.
  3. To enable monitoring of completion of the mandatory right to work screen in the People Management module.

When should you run these reports?

On a regular basis to ensure that no staff continue working beyond their current visa expiry date, without evidence of continued right to work being seen by the employing department. 

For those departments who have a number of employees on Skilled Worker/Tier 2 and Tier 5 visas, the Early leavers report should be run monthly after the payroll deadline to identify any early leavers. Note that this should be considered as a back-up exercise to ensure no changes have been overlooked. The Staff Immigration Team must be notified of relevant changes within five working days to enable them to notify the Home Office within the required timeframe.

These reports should be run regularly to ensure that work permits are managed appropriately.

Hints & tips

  • Results: Visa expiry dates and Early leavers are entirely reliant on accurate data being held in PeopleXD. If visa expiry dates are not maintained in the system, the report will not return accurate results.
  • Historical data: To ensure that only current data is returned in the report, you must end-date all historical right to work records in the system before creating a new record (as detailed on page 3 of the QRG). If old records are not ended in PeopleXD they will be included in the report.
  • Non-employees: To ensure that non-employees requiring Tier 5 visas are not overlooked, the reports default to include non-employees (as well as employees and workers). These can be removed by changing the default filters (see below).

Available filters

Filter

Mandatory?

Notes

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

Period start date

Y

Select the start date of the period required.

Period end date

Y

Select the end date of the period required.

Department code(s)

N

If you have access to more than one department and you wish to report on only one of those departments, select the relevant department code here. Multiple values can be selected.

Department(s)

N

As above, select the department name, if required.

Administered by

N

Select DEP (department) or DIV (division), if required.

Employee status(es)

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Select specific status(es) or remove the default list to bring back all records (this will include non-employees).

Visa Expiry Dates and  Staff details only: Appointment status(es) N Default to 'ENDED'. Select appointment status(es) as required.

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Details of paginated reports in this folder

Report Notes

Visa expiry dates

Person, appointment and visa details for employees with a visa expiry date within the period specified.

Early leavers

Person, leaver, appointment and visa details for employees who have left their appointment or the University (where their leaving date is earlier than their visa expiry date). Includes all those with List B RtW type (not just Tier 2s and Tier 5s). Also includes a column to show where an individual has left the University (as opposed to leaving their current appointment).

Staff details

Person, appointment and right to work details for all current employees fitting the filters selected (includes staff for whom no right to work data has been entered in PeopleXD).

 

Summary description

This report will help you to manage different aspects of immigration and right to work, including tracking visa expiry dates and early leavers, and monitoring the presence of accurate right to work data held in PeopleXD.

The report is split into three tabs as detailed below; tab 1 provides details of all visas that are due to expire between the parameter dates entered; tab 2 provides details of all employees with a visa end date who have left the University or ended their current appointment earlier than their visa expiry date; tab 3 provides details of all current employees (including “non-employees”), along with their right to work screen data.

The report is designed to be exported to Excel for further manipulation and analysis.

Why run this report?

There are three main reasons for running the report:

  1. To identify workers who are on time-limited visas, to enable identification of those requiring checks to ensure they have continued right to work.
  2. To identify workers who have limited permission to stay (i.e. have provided a document from List B)  who leave their appointment or the University earlier than their visa expiry date, to remind you to notify the Staff Immigration Team to ensure adherence to Home Office reporting requirements.
  3. To enable monitoring of completion of the mandatory right to work screen in the People Management module.

When should you run this report?

The report should be run on a regular basis to ensure that no staff continue working beyond their current visa expiry date, without evidence of continued right to work being seen by the employing department. 

For those departments who have a number of employees on Skilled Worker/Tier 2 and Tier 5 visas, tab 2 should be run monthly after the payroll deadline to identify any early leavers.  Note that this should be considered as a “back-up” exercise to ensure no changes have been overlooked.  The Staff Immigration Team must be notified of relevant changes within 5 working days to enable them to notify the Home Office within the required timeframe.

It is recommended that this report is run regularly to ensure that work permits are managed appropriately.

Hints & tips

  • Results: Tabs 1 and 2 are entirely reliant on accurate data being held in People Management.  If visa expiry dates are not maintained in the system, the report will not return accurate results.
  • Historical data: To ensure that only current data is returned in the report, you must end-date all historical right to work records in the system before creating a new record (as detailed on page 3 of the QRG).  If old records are not ended in PeopleXD they will be included in the report.

Available parameters

Parameter

Mandatory?

Notes

Period start date (tab 1 only)

Y

Enter or select the start date of the period you are interested in.

Period end date (tab 1 only)

Y

Enter or select the end date of the period you are interested in.

Department code(s)

N

If you have access to more than one department and you wish to report on only one of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department(s)

N

As above, enter/select the department name if required.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Personnel number

N

Enter specific personnel number or leave blank to return all relevant
records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Details of tabs

Tab Details Notes

1

Visa expiry dates

Person, appointment and visa details for workers with a visa expiry date within the period specified.

2

Early leavers

Person, leaver, appointment and visa details for workers who have left their appointment or the University (where their leaving date is earlier than their visa expiry date).  Includes all those with List B RtW type (not just Tier 2s and Tier 5s).  Also includes a column to show where an individual has left the University (as opposed to leaving their current appointment). 

3

Current staff details

Person, appointment and right to work details for all workers fitting the parameters selected (includes staff for whom no right to work data has been entered in PeopleXD).

Includes a “Page Items” filter to enable you to select different appointment statuses (e.g. Appointed, Commenced, Confirmed Future).

 

Summary description

This report allows you to identify which checks have been completed for individuals and marked so in PeopleXD.

Why run this report?

To check details of which pre-employment checks have been completed and when.

When should you run this report?

Run regularly to ensure that checks for new starters are completed in a timely manner.

 Hints & tips

  • Results: Data must have been entered into the relevant section in PeopleXD before someone will be returned by this report.
  • See also RECDEP48_Appointee Pre-Employment Event Checks to see which checks have been initiated in Recruitment.

 Available filters

Filter

Mandatory?

Notes

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

Period Start Date

Y

Changes from this point in time (effective date)

Period End Date

Y

Changes to this point in time (effective date)

Department Code

N

If you have access to more than one department and you wish to report on only one of those departments, select the relevant department code. Multiple values can be selected.

Department Description

N

As above, select the department name if required.

Administered by

N

Select DEP (department) or DIV (division), if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Select specific status(es) or remove the default list to bring back all records (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Details of paginated reports in this folder

Report Notes

Employee Details

Person and appointment details with dates for each of the pre-employment checks that should be completed for new starters.

 

Summary description

This report allows you to identify which checks have been completed for individuals and when they were flagged in PeopleXD as completed.

Why run this report?

  • To check details of which pre-employment checks have been completed and when.

When should you run this report?

It is recommended that this report is run regularly to ensure that checks for new starters are completed on a timely basis.

 Hints & tips

  • Results: Data must have been entered into the relevant section in PeopleXD before someone will be returned by this report.
  • See also RECDEP48_Appointee Pre-Employment Event Checks to see which checks have been initiated in the Recruitment module.

 Available parameters

Parameter

Mandatory?

Notes

Period Start Date

Y

Changes from this point in time (effective date)

Period End Date

Y

Changes to this point in time (effective date)

Department Code

N

If you have access to more than 1 department in the back office and you wish to report on only 1 of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records  (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Details of tab

Tab Details Notes

1

Employee Details

Person and appointment details with dates for each of the pre-employment checks that should be completed for new starters.

 

Summary description

Lists employees who are due to receive an automatic salary increment.

Why run this report?

  • To review increment due dates.
  • To identify staff with no increment due date, or those without a future increment date (not eligible for automatic increments – on scale bar).

When should you run this report?

As and when required.

Hints & tips

Available parameters

Parameter

Mandatory?

Notes

Department Code

N

If you have access to more than one department in the back office and you wish to report on only one of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records  (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

 Details of tabs

Tab Details Notes

1

Increment due date greater than system date

Shows all employees due to receive an automatic salary increment on a future date, and also shows where the ‘increment on hold’ flag has been ticked which will prevent the increment from happening.

2

Null Increment due date

Shows employees where the increment due date is null, eg. where they have reached a scale bar. If this is incorrect their increment due date should be updated following QRG as above.

3

Increment due date less than system date

Shows all employees with a salary increment in the past and so will not automatically receive an increment in the future. If this is incorrect their increment due date should be updated following QRG as above.

 

Summary description

Tracking report which lists current staff absence, based on the appointment reason codes held in PeopleXD. Also includes worksheets for absence history, and planned future absences.

Why run this report?

  • To identify absence history for employees.

When should you run this report?

As and when required.

Hints & tips

  • Filters: Tab 4 includes a Page Items button to allow you to further filter results.

Available parameters

Parameter

Mandatory?

Notes

Department Code

N

If you have access to more than one department in the back office and you wish to report on only one of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Absence Reason

Y

Default will return all reasons, or use the torch to select specific reasons if required.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records  (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

 Details of tabs

Tab Details Notes

1

Current employees absent

Shows all employees whose appointment currently has the selected absence reason(s).

2

Current absence summary

Count only by absence type.

3

Employee future ended absences

Shows employees whose appointment reason code indicates that a period of absence is due to end (e.g. ‘adoption leave return’), where the effective date for this change is still in the future.

4

Employee absence history

Shows absence history for all employees, including comments where relevant. Includes Page Items to allow filter by current or ex-employee.

5

Employee future absences

Shows employees whose appointment reason code indicates that a period of absence is due to start (e.g. ‘adoption leave start’), where the effective date for this change is still in the future.

 

The Annual Review Scenario Factsheet includes guidance on recording annual review/PDR details via a UDF. Using this report you can access the current information for employees that has been recorded in this area.

Why run this report?

  • To monitor process of annual reviews.

When should you run this report?

Run as and when required.

Hints & tips

  • Results: This report will bring back details of all your staff plus their most recent annual review record (if one exists).

Available parameters

Parameter

Mandatory?

Notes

Department Code

N

If you have access to more than one department in the back office and you wish to report on only one of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Employee Status

N

The default is 'PERMANENT', 'OPEN ENDED EXTERNALLY FUNDED', 'FIXED TERM', 'WORKER' and 'SELF FINANCING. Use the torch to select specific status(es) or remove the default list to bring back all records  (this will include non-employees).

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Details of tab

Tab Details Notes

1

Employee List

Shows basic appointment details, plus review details including dates, training needs, etc (where entered).

 

Summary and purpose

This report allows you to identify:

  • the payroll period in which a payment was last made against an open casual appointment for casual staff; and
  • the earliest and latest timesheet claim dates held in Payroll, per casual appointment.

It contains details such as, the:

  • number of weeks that the contract has been open for;
  • details of the last payroll period in which each casual appointment was paid; and
  • Earliest and Latest Timesheet Claim Date held in payroll, and the Target End Date held against the casual appointment.

This information can be used to:

  • determine the correct end dates to record when ending a casual appointment (particularly when doing so retrospectively); and
  • monitor the length of casual engagements, to assist with good record-keeping.

Read also the Casual workers, teachers and examiners PeopleXD guide.

When to run this report

Every three months as a minimum, for departments with large volumes of casual staff.

The regularity should be considered and decided locally, depending on the number of casual staff working in that department.

Additional useful information

  • The Earliest Claim Date and Latest Claim Date are based on the ‘transaction date’ of the payment held in the system. This will normally be either the week ending Sunday in which the work was carried out, where the payment was processed via casual payroll spreadsheet, or the date the timesheet was claimed, where processed via Timesheets in Employee Self-Service. Alternative methods of payment may have different rules for the transaction date.
  • Combine report filter parameters to return more tailored data sets. For example, use the 'Return appointments not paid since period' parameter together with the 'Casual Post Number' parameter to return results for the different types of casual worker. For example, use these two parameters to review data specifically for casual teacher appointments that have not had payments made in a set period, eg dating back three months.
  • Where a payment has never been made against a casual appointment, the payroll detail columns will be blank, but the record will still appear in the report.

Available filters

Filter Mandatory?  Notes 
NB Remember to untick ‘<All [filter label]>’ selection when narrowing down the options within a filter – see the HR Reporting How-to Guide.
Return appointments not paid since period  N

Select a payroll period to return any casual appointments which have not been paid since that period.

Alternatively, leave the “< N/A – Return all data >” option selected to return a list of all casual records to which you have access.

Personnel Number N Enter specific personnel number or leave blank for 'all' records.
Surname N Enter specific surname or leave blank for 'all' records.
Department code N

To return data for all departments to which you have access, tick 'NULL'. 

To return data for a specific department(s) to which you have access, enter the codes, separated by a comma, eg AC, DF, EQ.

NB If division, department / department code is not selected or 'NULL' is not ticked, your report will return 0 results.

Department   N If you have access to more than one department and wish to report on only one of those departments, select the relevant department code, otherwise leave blank to include all. 
Division  N If you have access to more than one division and wish to report on only one of those divisions, select the relevant division code, otherwise leave blank to include all. 
Casual Post Number  N

Select the post number(s) to return data for those specific posts only.

NB This is based on the casual bucket post that the appointment record is set up against, and does not consider other identifiers such as job title.

Location  N Select a location, if required.