Report Prompts (HRP1102)

When running the Succession Planning Report, users will be presented prompts based on their security access to identify parameters and sets of data to be included in the report results. If a person has access to both organizations or Major Administrative Units (MAU) and departments/sub-orgs, they will see a prompt for organizations to select and a cascading prompt with departments and/or sub-orgs within those organizations to select. If a person only has access to departments/sub-orgs, they will see a prompt with just those departments/sub-orgs to select from.                                

Two types of searches can be performed:

  • Organization/Department Search: Provides a search on one or more organizations, and/or one or more departments. The search will allow the user to view summary charts by different personnel subareas, and view a detailed listing of all employees in the chosen organization(s) and/or department(s).
  • Enterprise Structure Search: Provides a search across all organizations and departments the user has access to by specific personnel subareas, employee groups, and employee subgroups. The search will allow the user to view summary charts by different personnel subareas, and view a detailed listing of all employees in the organization(s) and department(s) that has applicable data.

Organization/Department Search

Prompt #1: Select 'As of Date' (required)

Select the 'As of Date' to run the report. This prompt is required. Data will pull as of the date selected and defaults to today’s date.  A previous date or future date may also be selected.

                  screenshot of Select As of Date prompt 

Prompt #2: Select Organization(s)/Departments to Include (required)

Select to view either Organizations (MAU) codes or Department/Sub-Org codes to be displayed for selection in the next prompt. This prompt is required and defaults to Organization. Users that have access to both Org level and department level data can choose which level of organization code prompts to view and select from in the next prompt. 

                screenshot of select Organization/Department prompt

Prompt #3a: Select Organization(s)

Select the Organization (MAU) codes to display in the report. Options presented in this selection box will depend on the user's access. To select multiple organizations, hold down the Control Key while you make your selections. If no Organization or Department selection are indicated, the report will display all data for all units the user has access to.

              screenshot of select Organization prompt

Prompt #3b: Select Department(s)/Sub-Org(s)

To select specific department(s)/sub-org(s) reporting to the MAU, highlight the Organization (MAU) and click on the Reprompt button the department/sub-orgs reporting to the organization will be displayed in which the user has access to.  To select multiple departments/sub-orgs, hold down the Control key while making your selections.

        screenshot of select Dept Prompt

Select Finish at the bottom of the page to run the report.

Enterprise Structure Search

Prompt #1: Select 'As of Date' (required)

Select the 'As of Date' to run the report. This prompt is required. Data will pull as of the date selected and defaults to today’s date.  A previous date or future date may also be selected.

              screenshot of select As of date prompt

NOTE:  For an Enterprise Structure search, selection of Organization(s) or Department(s) is optional. 

Prompt #2: Select Personnel Area(s)

Select one of the Personnel Areas that are offered. This prompt is not required to run the Enterprise Structure search and will then provide applicable personnel subarea options.

             screenshot of Select Personnel area prompt

Prompt #3: Select Personnel Subarea(s)

Choose the specific Personnel Subarea groups to run the report. This prompt is not required.  The options that appear are dependent upon the Personnel Area selected in Prompt #2.  You can click on Select all to choose all options instead of clicking each one separately.

            screenshot of Select Personnel Subarea prompt

Prompt #4: Select Employee Group(s)

Select one of the Employee Group options. This prompt is not required. 

          screenshot of Select employee group prompt

Prompt #5: Select Employee Subgroup(s)

Choose the specific Employee Subgroup options to run the report. This prompt is not required.  The options that appear are dependent upon the Employee Group(s) selected in Prompt #4.  You can click on Select all to choose all options instead of clicking each one separately.

          screenshot of Select employee subgroup prompt

Select Finish at the bottom of the page to run the report.