PERDEP02_FTC End Dates

Target end date misuseSummary description

Shows individuals (employees, and if required, non-employees and casuals) in fixed term appointments. Includes worksheets listing:

  • All current staff with Fixed Term Contracts (A4 print and excel versions)
  • Fixed Term Contracts due to end (A4 print and excel versions)
  • Missing/lapsed end dates

Why run this report?

  • To check details of individuals with fixed term contracts.
  • To identify which contracts are due to end.
  • To identify casuals who are due to end/ past their planned end date.

When should you run this report?

It is recommended that this report is run monthly to ensure that contract end dates are appropriately managed.

Hints & tips

  • Results: Where there is no end date for a fixed term contract this is flagged by the cell being highlighted in Red on several of the tabs. To ensure data integrity these records should be updated with the missing dates.
  • Data: See note below on Employee Status if you want to report on non-employees as well as employees.
  • Data: For details of funding end dates see PERDEP10_Cost Allocation (Funding) End dates.

Available parameters (all tabs)

Parameter

Mandatory?

Notes

Department Code

N

If you have access to more than 1 department in the back office and you wish to report on only 1 of those departments, enter/select the relevant department code here. Multiple values can be selected.

Department Description

N

As above, enter/select the department name if required.

Employee Status

 Y 

The default is FIXED TERM employees, but can be changed to include non-employees which will enable the report to include Marie Curie Students and Nuffield Medical Fellows. Workers can also be selected to identify casuals.

Administered by

N

Enter DEP (department) or DIV (division) if required.

Personnel Number

N

Enter specific personnel number or leave blank for 'all' records.

Surname

N

Enter specific surname or leave blank for 'all' records.

Tabs 3 & 4

Parameter

Mandatory?

Notes

Target end date (from)

Y

Contract end dates from this point in time.

Target end date (to)

Y

Contract end dates to this point in time.

Details of tabs

Tab 1

FTCs (A4 print)

Limited set of fields to generate a report ideal for printing, shows basic person and appointment details for all employees on a fixed term contract.

Tab 2

FTCs (Excel)

More extensive set of person and appointment fields for all employees on a fixed term contract. Ideal for export to Excel for further data analysis.

Tab 3

FTCs due to end (A4 print)

Limited set of fields to generate a report ideal for printing, shows basic person and appointment details for employees with a fixed term contract due to end within the period specified.

Tab 4

FTCs due to end (Excel)

More extensive set of person and appointment fields for exporting showing employees with a fixed term contract due to end within the period specified.

Tab 5

Missing FTC end dates

Shows all employees within the department for whom the FTC end date is blank.

Tab 6

Lapsed FTC end dates

Shows all employees within the department for whom the FTC end date has been passed, ie their contract should have been ended or extended.

Tab 7

Target end date misuse 

Shows records where target end date is present but employee status is not Fixed Term, Worker or Non-employee.