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Copy Report Requests

Distribution

Chief Human Resource Officer

HRMS Payroll Administrator

HRMS Payroll Specialist

HRMS Timekeeper

Related Procedures

Time, Leave, and Payroll Processing

Time Management

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

After you have defined a report request, you can run the reports repeatedly using the copy command rather than define the report parameters from scratch.

Copy a Report Request from the Requests window

1.   Select Submit a New Request

2.   Select [Ok]

3.   Click the ellipsis to view the reports list

4.   Select the report, and click [Ok]

5.   Click [Submit]

Repeat Steps 1 – 5 to copy another report.

Copy a Report Request using Submit Requests

1.   Select Single Request [Ok]

2.   Select [Copy]

Follow Steps 3 - 5 above.

Copy a Report Request using the menu [View]

1.   Select View, [Requests, [My Requests], [Find]

2.   Select [Submit a New Request], [Ok], [Copy]

Follow Steps 3 - 5 above.

Schedule Report Requests

After you have selected the report and identified the parameters of the report, you can schedule the report to run at a certain day and time. 

1.   Click [Schedule]

The Schedule window opens, and you have choices as to the date, time, and frequency for the schedule. 

The example below is for a one-time schedule request.

Click on the radio button (Run the Job…) in front of Once.  Click in the Run At field so that you can see the ellipsis in the right corner.  Click on the ellipsis to select the date and time to run the report.

2.   Select the date and time.  Click [Ok]

3.   Click [Ok]

4.   Click [Submit]

Your report will show as pending until the scheduled date and time have arrived.

Effective: April 21, 2011

Revision: 2 njk