Promotion Management
Promotion Policy Based Report
Overview
This report shows a list of employees who are eligible for a Promotion based on the Promotion Policy. This report can be filtered by various parameters such as the Employee Position, Institution, etc.
An example of the report is shown below.
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Definition of Report Fields
The Promotion Policy Based Report includes the following fields:
| Report Fields | Description |
| Report Date | Date of report generation automatically generated by the system. |
| Report Time | Time of report generation automatically generated by the system. |
| User | User who generates the report. |
| Page | Page Number. |
| Filter Criteria | Filter Criteria as entered under the Promotional Proposal Report. |
| Sort By | The method of organization within the report. |
| Report Based on Date | Date reflecting the report information. |
| Policy ID | Unique identification number of the promotion policy. |
| Policy Description | Brief description of the promotion policy |
| (Min) Number of Days | Minimum number of days required to be eligible for promotion. |
| Employee ID | Unique identification number for the employee. |
| Employee Name | First and last name of the employee. |
| Current Employee Position | The employee's current position. |
| Proposed On | Date the promotion policy is proposed on. |
| Eligible Date | Date that the Employee meets the Promotion Policy requirement. |
| Nbr of Days Passed Eligibility | Duration (in days) that the proposed promotion is passed the eligible date, based on the date entered under "Date Basis". |
Generation of the Report
The Promotion Proposal Report shows a list of employees who are eligible for a Promotion based on the Promotion Policy.
To GENERATE a Promotion Proposal Report, follow the steps below:
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The Promotion Proposal Report includes the following filter criteria available for the report:
- Generic Position - Generic Position unique identification number (optional parameter) that can be selected using the Lookup icon
, and Find icon 
to retrieve the Generic Position unique identification number. If selected, the report will include the selected Generic Position unique identification number and all Generic Positions reporting to the selected Generic Position. Refer to Generic Position for more information. - Employee Position - Employee Position unique identification number (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unique identification number. If selected, the report will include the selected Employee Position unique identification number and all Employee Positions reporting to the selected Employee Position. Refer to Employee Position for more information.
- Date Basis - Enter Date that can be selected by using the Calendar icon
. - Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
- Group By Institution Type - Select a Group By Institution Type from the drop-down menu
- Sort the Employee ID by the preferred ascending and descending order using the red arrow icon.
Sort the Organization by the preferred ascending and descending order using the red arrow icon.
If all filter criteria are left blank, all Promotion Proposal Details will be included in the Report, as well as the Promotion Details allowed by the report user security profile.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the
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icons.