how to run a b0095 employees by employee group/sub group report

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How to run a B0095 How to run a B0095 Employees by Employee Employees by Employee Group/Sub Group Group/Sub Group Report Report

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How to run a B0095 Employees by Employee Group/Sub Group Report. Purpose of this Job Aid. To help core users identify employees who have Probationary Appointments in BEACON that should have been made Permanent when the Probationary period has ended. How did this get missed?. - PowerPoint PPT Presentation

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Page 1: How to run a B0095 Employees by Employee Group/Sub Group Report

How to run a B0095 Employees How to run a B0095 Employees by Employee Group/Sub Groupby Employee Group/Sub Group

ReportReport

Page 2: How to run a B0095 Employees by Employee Group/Sub Group Report

Purpose of this Job AidPurpose of this Job Aid

• To help core users identify employees who have Probationary Appointments in BEACON that should have been made Permanent when the Probationary period has ended.

Page 3: How to run a B0095 Employees by Employee Group/Sub Group Report

How did this get missed?How did this get missed?

• Records converted at Go Live did not have an active Monitoring of Tasks Infotype (IT 0019). So if you use the B0099: Employee Deadline Dates Report, these people would not show up.

• Appointment Changes were done but somehow the Action did not update the employee’s Appointment type.

• There was no process to track Appointment Changes.

Page 4: How to run a B0095 Employees by Employee Group/Sub Group Report

The B0095 Report is located in the PA Section of BI.

Page 5: How to run a B0095 Employees by Employee Group/Sub Group Report

These fields you will populate when you run your Report.

Page 6: How to run a B0095 Employees by Employee Group/Sub Group Report

Highlight the Org Unit so that it turns deep blue and click Add so that it populates in the Right-hand column.

Click OK.

Page 7: How to run a B0095 Employees by Employee Group/Sub Group Report

For situations in which you need to move a lot of Groups over, you can use the Search Feature.

You will change the Show view to “Search”

Page 8: How to run a B0095 Employees by Employee Group/Sub Group Report

Next, you will enter in this case “*SPA*”The search feature is case-sensitive and the asterisk means to capture anything before or after it.

Page 9: How to run a B0095 Employees by Employee Group/Sub Group Report

Click Search and a list will populate.

For example, *SPA*.

Click on all of them and click Add.

Hit OK to continue.

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Page 10: How to run a B0095 Employees by Employee Group/Sub Group Report

Click Search and a list will populate. In this case, use “*Prob*”

Click on all of them and click Add.

Hit OK to continue.

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Page 11: How to run a B0095 Employees by Employee Group/Sub Group Report

Type in the year and the current month.

Click OK.

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Page 12: How to run a B0095 Employees by Employee Group/Sub Group Report

For your report, you will want to drag in Employee (and put it in the first column because you can sort much easier later on!)

Employee’s Name

Original Hire Date

Agency Hire Date

Page 13: How to run a B0095 Employees by Employee Group/Sub Group Report

Once the Free Characteristics have been populated, you can then sort for them by clicking on the little black arrow next to Agency Hire Date.

Page 14: How to run a B0095 Employees by Employee Group/Sub Group Report

Next you will click on Export to Excel and this will pop up.

Click on Open.

Page 15: How to run a B0095 Employees by Employee Group/Sub Group Report

You will then rename the File name AND change the type in the Save as type box to Microsoft Office Excel Workbook.

Click Save.

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