Annual Review - Export Unit Worksheets - Department View

Annual Review - Export Unit Worksheets

2.       Click on the Personnel Module option

• Then Annual Review
• Then Departments
• Click Departments

3.       All employees with your department as the appointing department and paid as of the 2nd half of December should appear.

4.       You may use the column headers (Title, Degree, Degree Year, etc.) and open text fields to sort your employees.

• (Ex: In the Tenure column you may enter “t” for true to select only those employees with tenure.)
• See the list below for other sorting options.

Substring, e.g. ‘bill’ would return any row where 'bill' appeared in that field

Numeric Inequalities, e.g. >100

Numeric Range, e.g. 50-100

Date Inequality, e.g. >1/1/204

Date Range, e.g. 1/1/2013-12/31/2013

Boolean Not, e.g. !10 or !bob will return results that don't match 10 or bob

Delimited Search, e.g. 3;30;41 would return all rows matching 3 OR 30 OR 41

Delimited Not, e.g. !3;!30 would return everything but rows with 3 and 30 in that field.

Sort: click on the column header to sort, or shift + click for multi-column sort

5. Click the # to the left of “First” name column header to view your options. Click “Export” if you would like to create an Excel spreadsheet of employees currently showing on your screen. You can save or print this file to use as you wish.

6. To generate Coversheets and Forms, go to the lower left of the screen and select an option from “Choose Document Type” and “Choose Grouping” and then click Export.

7.       When prompted, click Save As to save the file then select a place to save it.

8.       To work with the documents in the zipped file, you must first extract them. Go to where you saved the zipped file, right click on the file name, select Extract All.

9.       When prompted, choose a location in which to place the extracted files and click Extract. Go to an extracted file and double click to open, as you would any file.

Annual Review - Enter Merit Ratings