This report provides a list of employees by evaluation dates. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. To show all details in the report, click the Show Details check box. Otherwise, clear this check box to see a high-level report without details.
3. Change the following fields if you want to filter by specific items other than the default settings:
● The ID From and ID Thru fields include all personnel. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Personnel Name From and Personnel Name Thru fields contain All to include all personnel in the report. To filter the report by a specific employee, or a range of employee names, enter the range of names in these fields.
● The Service From and Service Thru dates include the previous month. To filter by any other dates, click in the Service From and Service Thru fields and select the appropriate dates from the calendars.
● To include only active personnel in the report, click the Active Only check box.
4. Click the arrow beside the Line of Business field and select which line of business you want to use.
5. Click the link below to learn about the report content:
Understanding the report content
