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Last Post 04/07/2016 1:01 PM by  PattyG
Historical Performance Appraisal Data
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giesewendy
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01/25/2016 3:11 PM

    We would like to get the historical data on our 2015 performance appraisals, meaning we want to store the manager name of the person that actually approved/reviewed the appraisal.  Right now the consolidated appraisal has whatever manager the person currently reports to when we generate it "on-the-fly". So, if they have transferred, the historical document shows the current manager.   How can we either save the historical appraisals in a mass .pdf save (we have 4000 employees) OR get a copy of the table that holds the information on who originally submitted and approved the appraisal?

     

    Not having much luck with Infor except to save the pdfs one-by-one...

    Woozy
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    01/25/2016 5:23 PM

    Hi giesewendy,

    I don't really understand exactly what you are trying to do, but the EmployeeAppraisal business class has fields called "DocumentOwnerEmp" (EmpID) and "DocumentOwnerEmpSnapshot" (EmpName).  These should be the person who "owned" the entry on the document.  For example, when I look back at my older appraisals, the "employee" doc types are stamped with my EmpID and Name, and the "manager" doc types are shows my (then) manager's EmpID and name (and my manager has changed twice since then).  It sounds like whatever you are looking at is pulling the Supervisor incumbent record rather than the actual person who did it.

    The other option is the AuditLog, but that is just painful to use for reporting.  It shows the actual historical detail of every change that has happened with the record and who did it.  I'd encourage you to stay away from that one, but I figured I'd better mention it.

    If you haven't figured this out yet, reporting is a challenge in Landmark (which is Understatement of the Year!)

    Good Luck!

    Kelly

     

     

     

    Kelly Meade
    J. R. Simplot Company
    Boise, ID
    Woozy
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    01/25/2016 5:28 PM

    By the way - there isn't a way (that I know of) to generate and export all the PDFs in batch.  The application re-generates them every time rather than storing the PDFs on the system.  The data is all in the tables, so you could theoretically "build" them through a SQL query, but it is spread across several different tables, and much of the data is stored in CLOB fields which makes reporting ugly.

    Sorry!

    Kelly

    Kelly Meade
    J. R. Simplot Company
    Boise, ID
    giesewendy
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    01/26/2016 11:33 AM
    Thank you for responding. Where are you seeing the "DocumentOwnerEmp" (EmpID) and "DocumentOwnerEmpSnapshot" (EmpName)? On the apprasial header information or in the PFI business class? In maintenance and queues?I am talking about the header information for any historical appraisal we pull. It shows employee name, and current manager. The bottom of the appraisal shows the person that reviewed it (unless an HR admin pushed the appraisal thru, then it is blank).

    Can I edit the top of the appraisal to replace it with those fields?
    Woozy
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    01/26/2016 4:15 PM
    Those are fields on the EmployeeAppraisal business class. As far as I know, the header information is not user-modifiable, but I'm not positive about that as I haven't really mucked around with it.

    I thought you were just trying to pull a list of historical approvers, but it sounds like you are trying to do much more than that. Sorry I can't help more!

    Kelly
    Kelly Meade
    J. R. Simplot Company
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    giesewendy
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    01/27/2016 9:11 AM

    I think that Business Class area will work.  I have added the employee number of the document owner to the view.  Do you know how to add the employee name associated to that ID to the view.  I am not seeing it right off the bat.

    Woozy
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    01/27/2016 9:25 AM
    DocumentOwnerEmpSnapshot holds the name.
    Kelly Meade
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    giesewendy
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    01/27/2016 10:53 AM
    When you want to view an historical appraisal, do you use 'Consolidate Appraisal'? If not, what screens do you use to view a finalized appraisal?
    Woozy
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    01/27/2016 11:09 AM
    Sorry, but I can't help you with that one. I'm on the development side, so I don't do hardly anything with that piece.
    Kelly Meade
    J. R. Simplot Company
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    PattyG
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    04/07/2016 1:01 PM
    I might be able to help with this one if you want to email me.
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