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Late Documents Report

Use this report to generate a list of late documents, by document type, for a group of employees. If the current date is greater than the due date and the status of the manager evaluation is not yet complete, the document is reported as late. This report ignores documents that are canceled.

  1. To generate late documents report, select the Workforce Development menu.
  2. Select the Performance Management menu group.
  3. Select the Reports menu item.
  4. Select the Late Documents Report component. The Late Documents page - Find an Existing Value is displayed.

Late Documents Page - Find an Existing Value

Figure 57: Late Documents Page - Find an Existing Value

  1. Complete the fields as follows:

Field

Instruction

Run Control ID

Enter the run control ID for the applicable value.

Case Sensitive

Check this box if the search criteria is case sensitive.
  1. Select Search. The Late Documents page is displayed.
    OR
    Select Clear to clear the entry.
    OR
    Select  Add a New Value. The Late Documents page - Add a New Value is displayed.

Late Documents Page - Add a New Value

Figure 58: Late Documents Page - Add a New Value

  1. Complete the field as follows:

Field

Instruction

Run Control ID

Enter the run control ID for the applicable value.
  1. Select Add. The Late Documents page is displayed.

Figure 59: Late Documents Page
  1. 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 late documents for employees belonging to the group that is defined in the Group ID field as of the date specified.

Group ID

Enter the group ID or select data by selecting the search icon. This field 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 selecting the search icon.
  1. Select Save.
  2. Select Run to run the report.
  3. Select the Report Manager link.
    OR
    Select the Process Monitor link.