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File Consistency Report and Batch Operations

RETURN TO: File Consistency

KEY TOPICS:

  • Run a Report on File Consistency
  • Perform Batch Ops to Correct Issues

Use Additional File Consistency tabs

Run a Report on File Consistency

Once the File Consistency check produces results, a Report tab will display. Activate the tab, and select whether to run the FILE CONSISTENCY report by one of the following options:

  • All Employees and Issues
  • Selected Employee (and choose an employee name from the drop-down)
  • Selected Issues (and choose one or more issues to include, using the provided check boxes)

From the Reports menu, choose to view reports in:

  • HTML

    • OR

  • PDF

Next, answer the question: Would you like to view or export your report? Select either:

  • View Report

    • OR

  • Export Report (and select Excel, Word, OR PDF from the provided drop-down)

Finally, click the [Run Report] button. The report will display issues by Record Type, Date, Start Job Code Code, End Job Code, Job Title, Plan Code, and Issues.

Perform Batch Ops to Correct Issues

Quick Tip: Review the affected records to determine if a batch operation is the appropriate solution. Go to the Edit Settings tab > Options menu. Check off the issue category, and click [Check File Consistency].

Access the Batch Ops tab to make corrections for issues that occur across multiple records. From the provided list, select which operation you would like to perform. Below, issues are correlated to available batch operations:

Issue Category Available Batch Operation
Missing New Hire Record
  • Insert a new hire for employees with a roster hire date within the personnel action date range who do not have a corresponding new hire.
Last Job Does Not Match
  • Insert a new hire for employees who have termination as the most recent personnel action and are in the roster with a hire date that occurs after the termination date.
  • Insert a promotion for employees whose job code in the roster does not match the last job code in personnel actions.
  • Insert a transfer for employees whose department code in the roster does not match the last department code in personnel actions.
Not In Roster or Terminations
  • Delete employees with only a new hire record.
  • Delete employees with only a promotion record.
  • Delete employees with only a transfer record.
Still in Roster
  • Delete roster records where a termination is the most recent personnel activity.
Not in Roster or Terminations
  • Delete personnel action records that cause a not a "Not in Roster or Terminations" issue.
  • Update plan codes in personnel action records for an employee to match the roster plan code.
Multiple Transactions on the Same Day
  • Delete Terminations when there are other transactions on the same day for an employee.
  • Delete Transfers when there are other transactions on the same day for an employee.
  • Delete Promotions when there are other transactions on the same day for an employee.