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Associate Personnel File Data Report

HR Liaisons

The Personnel File Data form summarizes associate assignment data and can be run at any time. This report may be helpful when documenting personnel actions submitted by your department through the approval process. Run this report after the action has been fully approved.

Navigator screen > Processes and Reports > Submit Processes and Reports > Single Request

  1. In the Name field, type "assoc" and select Associate Personnel File Data from the List of Values.
  2. In the Parameters box, enter employee data in one of the first three fields (Associate Name, Associate ID#, or Assignment Number).
    • When running this form, less information is more likely to produce correct results.
    • Note: If the associate has already been terminated, you will need to change the Active/Inactive field from ā€œAā€ to ā€œIā€.
  3. Ensure that the Effective Date value is the same as or after the date of the most recent change.
  4. If you leave the first three fields blank, you may use the Organization and/or People Group fields to print a group of employees. The Organization fields are applicable only to departments to which other departments report.
  5. Click OK.
  6. Click Submit.
  7. A Decision box appears. Click "Yes" to submit another request or "No" if you do not need to request another report.

Viewing Reports

Processes and Reports > View Requests

  1. Open Processes and Reports > View Requests.
  2. Click Find.
  3. Click Refresh Data until the Phase column is Completed.
  4. Click the View Output button to view, print, or save the report in Adobe Acrobat format.