Name Change Report

Do you use personnel actions to make name changes?

gave up on SmartNotes huh?

Ha. Smart Notes was an option, but yes, Smart Notes in this case won't work for the customer. They only want to maintain name changes in their file system a couple times a year. So they'd prefer to run a report that shows name changes "before" and "after", similar to the look of the PA340.

Yes, the changes I am interested can only be completed via a Personnel Action. I am interested in any changes to First Name, Last Name, or middle Initial to start. I haven't determined if suffixes are needed yet.

Id do this in SQL personally. Post the sql youre using and Ill see if I can get you started at least.

I've attached some SQL that I built to show before and after values for some select personnel actions. You'll have to modify for schema name and add the First Name, Middle Init and any other fields you want, but the logic is the same for whichever field you want to see in the report. This of course is dependent on HRHISTORY being turned on for the fields you want before and after values for.

Hope this helps!!

Sorry my response is delinquent, but thank you! I will give this a try and let you know how it works out.

I'm going the way of Smart Notes again on the name changes. (Priorities shifted months ago). My Objective: the Before and After within a single Smart Note for any First Name, Last Name, and Middle_Init changes (from the EMPLOYEE table). I need help making sure I have everything set up right:
1. The first name, last name, and middle init are set up as keys, everything else is attributes
2. My notification is called "Name Changes". Under conditions I have the following:
a. Selection 1: Called "Data from Name Changes". This is a multi-fact.
b. Selection 2: Called "Changing Employees". This is a condition. (Tell me if "Data from Name Changes" has new keys.)
c. Selection 3: Called "New Employees". This is a condition. (Tell me if "Data from Name Changes" has new items.)
d. Selection 4: Called "Employee Name Changed. This is a condtion. (I have the "Compare with variable..." section checked. Tell me if "New Employees" has new items, "Changing Employees" in second drop down box.)
e. Selection 5: Called "Prior Names". This is a condition (Tell me if "Data from Name Changes" has deleted items.

From here, delivery is set to "When condition is met"
Under related info, I have "Employee Name Changes" and "Prior Name" set to default. The others are set to "Do Not Display".

I can confirm: This set up is sending an email notice for the "old" amd "New" values; however, it's catching all changes to all the records in the info set besides just the first name, last name and middle init.

So I know this is not the proper set up. Any suggestions would be helpful, thanks.