EmpowHR: Section 16 - ePerformance

Missing Documents

This report lists documents that were not created for a group of employees that are selected by group ID identification, document type, and date range. Knowing whether documents are missing is important if the HR human resources Department has defined desired rating distribution percentages. This is the result of the distribution report not being reliable unless everyone in the group has a document and receives a rating during the period.

To Generate Missing Documents Report:

1. Select the Workforce Development menu.
2. Select the Performance Management menu group.
3. Select the Reports menu item.
4. Select the Missing Documents Reports component. The Missing Documents page - Find an Existing Value tab is displayed.

   

5. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the run control ID for the applicable value.

6. Click Search. The Missing Documents page is displayed.

   OR

   Click Clear to clear the entry.

   OR

   Select the Add a New Value tab. The Missing Documents page - Add a New Value tab is displayed.

   

7. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the run control ID for the applicable value.

8. Click Add. The Missing Documents page is displayed.

   

9. Complete the fields as follows:

   Field	Description/Instruction
   Run Control ID	Populated based upon the search criteria entered.
   Language	Defaults to English. To change, select data from the drop-down list.
   Report Request Parameter(s)	Instruction
   *Group As Of Date	Required field. Enter a group as of date or select a date from the calendar icon. 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 data specified.
   Group ID	Enter the group ID or select data by clicking the search icon. Identifies the group of employees to include in the report.
   Document Type	Enter a document type, such as quarterly, annual, or yearly or select data by clicking the search icon.
   From Date	Beginning date of the data for the report. Enter the from date or select a date from the calendar icon.
   To Date	Ending date of the data for the report. Enter the to date or select a date from the calendar icon.
   Period Basis	Description
   Period Begin Date	Determines which of the dates on the manager evaluation EmpowHR uses when selecting mission documents to publish in the report. Select this option to search for employees who do not have a document of the specified type with a period begin date falling within the range that was entered in the From Date and To Date fields.
   Period End Date	Determines which of the dates on the manager evaluation EmpowHR uses when selecting mission documents to publish in the report. Select this option to look for employees who do not have a document of the specified type with a period ending date falling within the range that was entered in the From Date and To Date fields.
   Due Date	Determines which of the dates on the manager evaluation EmpowHR uses when selecting mission documents to publish in the report. 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.

10. Click Save.
11. Click Run to run the report.
12. Click the Report Manager link.

    OR

    Click the Process Monitor link.

    For more information on Run, Report Manager or Process Monitor, refer to EmpowHR, Section 14, Reporting.