Processing Employee Review Reports

This section discusses how to process employee review reports.

Page Name

Definition Name

Usage

Late Documents Page

RUNCTL_EP_RPT

Generate a list of late review documents, by document type, for a group of employees.

The system considers a review document to be late if the review's due date (review period end date) is less than, or equal to the current date.

Missing Documents Page

RUNCTL_EP_RPT

Generate a list of missing employee review documents for a group of employees (group ID) and a given document type and date range.

If an active employee has no review document with review period begin/end dates that would cause any part of the review period to fall within the date parameters specified for the report.

Use the Late Documents page (RUNCTL_EP_RPT) to generate a list of late review documents, by document type, for a group of employees.

The system considers a review document to be late if the review's due date (review period end date) is less than, or equal to the current date.

Navigation

Workforce Development > Performance Management > Reports > Late Documents Report > Late Documents

Image: Late Documents page

This example illustrates the fields and controls on the Late Documents page.

Late Documents page

Field or Control

Definition
Language

Select the language in which you want to generate the report.
Group As Of Date

Select the as of date. The report generates a list of late documents for employees belonging to the group that is defined in the Group ID field as of the date specified.
Group ID

Enter the group ID of the employees for whom you want to generate the report.
Document Type

Select a document type, such as quarterly, annual, or project review. You define document types on the Document Types page.

Use the Missing Documents page (RUNCTL_EP_RPT) to generate a list of missing employee review documents for a group of employees (group ID) and a given document type and date range.

If an active employee has no review document with review period begin/end dates that would cause any part of the review period to fall within the date parameters specified for the report.

Navigation

Workforce Development > Performance Management > Reports > Missing Documents Report > Missing Documents

Image: Missing Documents page

This example illustrates the fields and controls on the Missing Documents page.

Missing Documents page

Field or Control

Definition
Group As Of Date

Enter a group as of date.

The report generates a list of missing documents for employees belonging to the group that is defined in the Group ID field as of the date specified.
Group ID

Identify the group of employees to include in the report.
Document Type

Select a document type, such as quarterly, annual, or yearly. You define document types on the Document Types page.
From Date and To Date

The from and to dates establish a date range that the system uses in conjunction with the period basis to select documents to include in the report. For example, if you define a from and to date range of January 1, 2011 to December 31, 2011, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates.
Period Basis

The period basis determines which of the dates on the manager evaluation the system uses when selecting missing documents to publish in the report. Options are:

  • Period Begin Date

    Select this option to look for employees who do not have a document of the specified type with a period begin date falling within the range that you entered in the From Date and To Date fields.

  • Period End Date

    Select this option to look for employees who do not have a document of the specified type with a period end date falling within the range entered in the From Date and To Date fields.

  • Due Date

    Select this option to look for employees who do not have a document of the specified type with a due date falling within the range entered in the From Date and To Date fields.