Constituent Report - Employment Information System Record IDs by LookupID

This article walks users through how to run the Business Object report titled: "Employment Information System Record IDs by LookupID" This report is designed to pull Employment Information System Record IDs, and other employment information, given a list of Constituent LookupIDs (LIDs). This report can also be used when a constituent has a pre-existing DART Employment Row that you need to add an end-date to (e.g. update to say they no longer work at the company) or when the constituent is sta...

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AcObprsX8lZAsrfEKuOLKRE

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Constituent Reports/

​​​​​What does it do?

This Report

This report is designed to pull Employment Information System Record IDs, and other employment information, given a list of Constituent LookupIDs (LIDs). This report can also be used when a constituent has a pre-existing DART Employment Row that you need to add an end-date to (e.g. update to say they no longer work at the company) or when the constituent is starting a new company.

Keywords

Constituent Employee Business LookupID LID

Why use this report?

Use this report if you need to find Employment Information System Record IDs for a list of U-M Constituents, or if you need to update a constituent’s pre-existing DART Employment Row (add an end date) and/or add an entirely new DART employment row.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

• Enter Value(s) for Constituent LookupID (Required)

  • Allows user to enter one or more Constituent LIDs for inclusion

 

Report Tabs

There is 4 report tabs:

• Employment Information

  • Displays constituent Employment Information System Record ID and other employee information

  • Includes Constituent LIDs, Full Names, Relationship System Record ID, Related Constituent Information (Company LIDs, Names, Types), and Employment History Information (Date Range, Title, Level, Category, Department, Division, Schedule, and Responsibilities). 

 

• Batch: Constituent Switching Companies

  • Displays constituent Employment Information System Record ID and other employee information

  • Includes Constituent LIDs, Full Names, Relationship System Record ID, and Old Company Information (e.g., LID, name, relationship type, start date, title, job level, job category, job department).

  • Use this Tab when a constituent has a pre-exist DART Employment Row that you need to end-date (e.g. update to say they no longer work at the company) AND when you have information on their current employer.

 

• Batch: Constituent No Longer Works at Company

  • Displays constituent Employment Information System Record ID and other employee information

  • Includes Constituent LIDs, Full Names, Relationship System Record ID, and Old Company Information (e.g., LID, name, relationship type, start date, title, job level, job category, job department).

  • Use this Tab when a constituent has a pre-exist DART Employment Row that you need to end-date (e.g. update to say they no longer work at the company).

 

• Batch: New Employment Information

  • Displays constituent Employment Information System Record ID and other employee information

  • Includes Constituent LIDs, Full Names, and blank columns for employment information (e.g., LID, name, relationship type, start date, title, job level, job category, job department, etc.).

  • Use this tab when the constituent has new employment information to be added to their record.