Atrieve Human Resources

Assignment Date Range Report

The Assignment Date Range Report  lets you view assignments that are current during the specified date range. If any part of the assignment overlaps any part of the specified date range, the assignment will be displayed. If an employee has three assignments during a year, and you specify a year date range, all three assignments will appear on the report. With the exception of the way assignments are selected, this report is exactly the same as the Assignment Report.

Date Range

  • Enter the dates for the date range in (YY)YYMMDD format to select the assignments.

Assigned Hrs/FTE

  • This prompt lets you select employees whose selected assigned hours/FTE total is within the range you specify here. If you accept the default range of (0-9999), the report will list all employees whose selected assigned hours/FTE total is between 0 and 9999.

Employee Categories

  • Enter up to 10 Employee Categories. Employees with matching Category codes will be considered for reporting. If no categories are entered, all employees will be considered for reporting.

Assignment Types

  • Enter up to 10 Assignment Types. Employees that have eligible assignments with matching types will be considered for reporting. If no assignment types are entered, all assignments will be considered for reporting.

Assigned Location Types

  • Enter up to 10 Location Types. Employees that have eligible assignments at locations with matching location types will be considered for reporting. If no location types are entered, all assignments will be considered for reporting.

Assigned Locations

  • Enter up to 10 Location Codes. Employees that have eligible assignments at matching locations will be considered for reporting. If no locations are entered, all assignments will be considered for reporting.

Assigned Departments

  • Enter up to 10 Department Codes. Employees that have eligible assignments with matching Departments will be considered for reporting. If no departments are entered, all assignments will be considered for reporting.

Assigned Subjects

  • Enter up to 10 Subject Codes. Employees that have eligible assignments with matching Subjects will be considered for reporting. If no subjects are entered, all assignments will be considered for reporting.

Asgn Subject Levels

  • Enter up to 10 Subject Levels. Employees that have eligible assignments for subjects with matching Subject Levels will be considered for reporting. If no subject levels are entered, all assignments will be considered for reporting.

Posting Number

  • Enter a posting number. This will report any assignments with this posting number attached. If no posting number is entered, all assignments will be considered for reporting.

Pay Id

  • Enter a payroll ID code. This will report all assignments for any position that is attached to this payroll ID code.  If no Pay ID is entered, all assignments will be considered for reporting.

Benefits

  • Enter 'Y' to include only assignments marked as being eligible for benefits.

  • Enter 'N' to include only assignments marked as not eligible for benefits.

  • Enter 'B' to include all assignments whether or not they are eligible for benefits.

School Term

  • Enter 'Y' to include only assignments for employees who work during the school term.

  • Enter 'N' to include only assignments for employees who work all year round.

  • Enter 'B' to include all assignments, regardless of when they are scheduled.

Cont/Temp/Both

  • Enter 'C' to include only continuing assignments.

  • Enter 'T' to include only temporary assignments.

  • Enter 'B' to include both continuing and temporary assignments.

  • NOTE: The assignment type code determines whether an assignment is continuing or temporary.

Include Leaves

  • Enter 'Y' to include all leave assignments on this report along with the other assignments being reported.

  • Enter 'N' to omit the leave assignments from this report.

  • Enter 'O' to include only the leave assignments on this report.

  • F/P looks at the contractual FTE field on the Employee Information screen.

  • Enter 'F' to have the system pick up assignments where the employee's FTE equals the contractual FTE

  • (full time assignments).

  • Enter 'P' to include Part-Time Assignments (employee FTE is less than contractual FTE)

  • The system will do a comparison between the assigned and contractual leave fields. The system adds the total of the 'on-leave' assignments and compares that to the contractual FTE field Employee Demographics. 

 NOTE: The assignment type code determines whether an assignment is a leave assignment.

Subject/Level Operator

  • Enter 'AND' to select those assignments with the specified subjects AND Subject levels.

  • Enter 'OR' if you want assignments with any one of the entered subjects and/or levels.

Assignment Reason

  • Enter a valid assignment reason. If entered, only the eligible assignments with specified reason code will be reported. If reason code is not entered, all eligible assignments will be considered for reporting.

Units/Hours/FTE

  • Enter 'U' to display the FTE/hours amounts in the units they were entered in.

  • Enter 'F' if you want the system to convert the entered units into FTE.

  • Enter 'H' if you want the system to convert the entered units into hours.

Report Sort

  • Enter the letter representing the order to sort this report on.

    • Letter               Sort Order

    • E                  By Employee

    • A                  By Employee Category, Employee

    • P                  By Position, Employee

    • S                  By Start Date, Employee

    • T                  By Assignment Type, Employee

    • O                  By Posting, Employee

    • D                  By Department, Employee

    • L                  By Location

    • I                   By Pay ID, Employee

    • R                  By Assignment reason, employee

    • X                  By Location, Department, Employee

    • G                  By Salary grid, employee

    • N                  By Assignment End Date

    • 1                   By   Location with no page break

    • 2                   By Location type

    • 3                   By   Employee with a page break on employee

Employee Sort

  • Enter A to sort employees alphabetically by Name.

  • Enter N to sort employees numerically by Employee Number.

Employee Selection

  • Enter A to consider all employees for selection.

  • Enter S to enter selected employees individually.

Report/Merge

  • Enter R to prepare a report of selected employees/assignments.

  • Enter M to prepare a data file with report fields. This file can be used by other applications.

  • If you answer 'M', the following prompt must be answered.

Merge Profile

  • Enter a valid merge profile (data field separator for the report data file).

Summary

  • Enter 'Y' to display the grand total of the number of employees and assigned hours/FTE.

  • Enter 'N' to display all selected employees and assignments.

Inc Post

  • Enter 'Y' to include all selected postings. Postings that are unfilled, match the posting selection (if entered), whose position category matches the employee category selection, whose position matches the position selection, whose location(s) match the location and location type selection will be displayed.

Title

  • Enter appropriate title for the report.