Report Prompts (HRP1229)

When running the Overload Payments Processed 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.

 

Prompt #1: Select Pay Date Range

Select the pay date range for the search.  This prompt is not required and defaults to today’s date.  A previous or future date may also be selected. 

                                                                 HRP1229 Date Range Prompt

Select the Next button to continue to the next page of report prompts.

Prompt #2: Select Payroll Area

Select the payroll area to search for.  This prompt is not required.

                                                              HRP1229 Payroll Area Prompt

Prompt #3a: Select Organizations(s)

Select which Organization (MAU) codes to display in the report. Options presented in this selection box will depend on the user's access.  The organization may also not be presented if there are no overload payments processed within the date range selected for the organization. 

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 data for all units the user has access to.

                              HRP1229 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.

HRP1229 Department Prompt

 

Prompt #4:  Enterprise Structure search

Select the Personnel Subarea, Employee Group(s), and Employee Subgroup(s) to include in the search. 

After selecting each group, select the Reprompt button to show the appropriate choices in the next group based on the selection.             

     HRP1229 Enterprise Structure Prompt                                                            

Prompt #5:  Search by Funding Org, Account, Sub-Account, Person Name or Finance/HR Doc Number

Select the option to search by in the Search by Prompt Option prompt.

The search and select box will change to allow search of the option selected.  Example: If select Person Name, the search box will change to allow the search and selection of a person by their personnel number or name.

          HRP1229 Search By prompt

Enter the search option (account, person, funding org, etc.) in the Keywords search field.   For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button.  (Note:  Options default is ‘Starts with any of these keywords’). Then, click on the Search button.

All matching results will be returned in the Results field. To select the result, click on the selection from the Results and click on the Insert button to transfer the selection to the Choice field. 

 

Select Finish to run the report.