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Missing Documents

This report lists documents that were not created for a group of employees that are selected by group ID, document type, and date range. Knowing whether documents are missing is important if the HR 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.

  1. To generate missing documents, 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 is displayed.

Missing Documents Page - Find an Existing Value

Figure 54: Missing Documents Page - Find an Existing Value

  1. Complete the field as follows:

Field

Instruction

Run Control ID

Enter the run control ID for the applicable value.

  1. Select Search. The Missing Documents page is displayed.
    OR
    Select Clear to clear the entry.
    OR
    Select Add a New Value. The Missing Documents page - Add a New Value is displayed.

 

Missing Documents Page - Add a New Value

Figure 55: Missing 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 Missing Documents page is displayed.

Missing Documents Page

Figure 56: Missing 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 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 selecting 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 selecting 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.

  1. Select Save.
  2. Select Run to run the report.
  3. Select the Report Manager link.
    OR
    Select the Process Monitor link.