Generating Reports in ePerformance

This chapter provides an overview of reports in ePerformance and discusses how to generate reports.

Understanding Reports in ePerformance

These are the reports that ePerformance provides to assist human resources (HR) administrators in tracking late or missing documents:

Missing Documents

This report lists documents that were not created for a group of employees that you select by group ID, document type, and date range. Knowing whether documents are missing is important if the HR department has defined desired rating distribution percentages, as the results of the distribution report are not reliable unless everyone in the group has a document and receives a rating during the period.
Late Documents

Use this report to generate a list of late documents, by document type, for a group of employees. If the current date is greater than the due date and the status of the manager evaluation is not yet complete, the document is reported as late. This report ignores documents that are canceled.

Generating Reports

This section lists prerequisites and discusses how to:

Run the Missing Documents report.
Run the Late Documents report.

Prerequisites

Before running any reports, you must first ensure that the groups of employees for which to run the reports are established. This is essential because the reports run against groups of employees.

Pages Used to Generate Reports

Page Name	Object Name	Navigation	Usage
Missing Documents	RUNCTL_EP_RPT	Workforce Development, Performance Management, Reports, Missing Documents Report, Missing Documents	Generate a list of missing documents.
Late Documents	RUNCTL_EP_RPT	Workforce Development, Performance Management, Reports, Late Documents Report, Late Documents	Generate a list of late documents.

Report Missing Evaluations

Access the Missing Documents page.

Group ID

Identify the group of employees to include in the report.

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.

Document Type

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

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.

Period 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.

From 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, 2001 to December 31, 2001, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates.

Report Late Evaluations

Access the Late Documents page.

Language

Select the language in which you want to generate the report.

Group ID

Enter the group ID of the employees for whom 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.

Document Type

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

Group ID	Identify the group of employees to include in the report.
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.
Document Type	Select a document type, such as quarterly, annual, or yearly. You define document types on the Document Types page.
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. Period 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.
From 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, 2001 to December 31, 2001, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates.

Language	Select the language in which you want to generate the report.
Group ID	Enter the group ID of the employees for whom 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.
Document Type	Select a document type, such as quarterly, annual, or project review. You define document types on the Document Types page.