PERSONNEL ACTIONS STATUS REPORT

Transcription

1 PERSONNEL ACTIONS STATUS REPORT PURPOSE This report is an ECC report and will provide the status of the iform for specific actions. A list of actions supported by this report is listed on page 2 of the work instructions. PREREQUISITES User has role of HR Action Processor which gives them authorization to this report. MENU PATH Select Reports & Planning tab Your respective tab Employee Data Personnel Actions Status to open the report. OR From the SAP Easy Access screen enter the transaction code ZHPA_ACTION_STAT in the fast path and hit enter. HELPFUL HINTS IMPORTANT: This report will only provide data as of March 9, 2009, any information prior to this date will appear with missing information. This report has two options Individual Report and Statistical Report o o Individual Report - Indicates who has the iform and the status Statistical Report - Allows the user to determine the difference in the number of days between the date the iform was created and completed Use the selection fields to create a report of iform processed for an employee or org unit. Change search criteria by entering the appropriate data in one or more of the selection fields. PROCEDURE 1. Enter the 12-digit reference number and personnel number of the employee. The personnel number is a required field. 2. Click the execute icon to view the list. NOTE: The reference number will provide information on a specific iform, the personnel number will provide information on all iforms for the employee. Personnel Action Status Report 1 of 5 8/17/09

2 Below is a brief description of each field on the report Reference No = A 12-digit system generated number that appears on the iform at the top right-hand corner. You must enter this number with the leading 0. Personnel number = This is a required field; no leading zero required Effective date = The effective date of the action Action type = This report is tracking the following actions only Z2 ZC ZD ZD ZG ZO ZP ZQ ZR ZY Return to Work Change in Pay Separation of Employment (specific reasons) Termination (specific reasons) Working While on Leave Reassignment Transfer Additional Position Hire Delimit Additional Assignment Demotion Sick Leave Budget Sick Leave Budget - Delimit Reason Code = use dropdown for values available based on the actions above o Separation of Employment reasons: 41, 04, 80, 43, 48, 25, 42, 52, 70, 71, 61, 44, 46, 51, 50, 49, 23, 47 o Termination reasons: 05, 09, , 0, 21, 24, 03, 20, 45, 01, , 22 Org Unit = 8=digit number starting with 6 Personnel Area = represent the bargaining unit Personnel subarea represents the various calendars Employee subgroup = represents the various types of employees, salaried, hourly, subs, pool subs Payroll Area = AA or BB Current Status = indicates the status of the iform READY COMPLETED SELECTED ERROR CANCELLED Work item is ready for the approval or execution Work item has been processed in SAP (ECC) and all notifications sent Work item is reserved by a user Work item is in error; contact workflow administrator Work item has been withdrawn; HRAP please check notification tab and review iform for reason Current Approver = Enter the personnel number of the current approver. This would be used to find out what s in an approver s inbox. Last Approved Date = Enter the last date the item was approved Creation Date = Enter the date the iform was created Creator = Enter the personnel number of the person that created the iform. Remember User ID start with P Personnel Action Status Report 2 of 5 8/17/09

3 INDIVIDUAL REPORT Reference Number and Personnel Number fields Personnel Action Status Report displays a report showing the status and the current approver. Personnel Number field Personnel Action Status Report displays a report of all iforms showing the status and the current approver. If the iform is in more than one approver s box, a list of names will appear. The change layout icon offers additional fields such as; creator s name and date, reason, etc. Personnel Action Status Report 3 of 5 8/17/09

4 STATISTICAL REPORT Reference Number and Personnel Number fields Personnel Action Status Report displays a report showing the overall status, the start and end dates for each step and each step approver. Choosing the change layout icon you can add step status and # of days for each approver or other additional fields. Personnel Number field Personnel Action Status Report displays a report of all iforms showing the overall status, the start and end dates for each step and each step approver. Work items that are in the READY status will not have a step approver name, you will need to run the Individual report to identify the next approver. Action Type and Personnel Number fields The selection screen must contain a range of numbers , the action, current status of COMPLETED and date range. NOTE: A date range of 12/1/08 was used for demo only, the Production system date would be 3/9/08. Personnel Action Status Report 4 of 5 8/17/09

5 Personnel Action Status Report displays a report of all iforms based on the specific action with the overall status, the start and end dates for each step and each step approval. Personnel Action Status Report 5 of 5 8/17/09