Personnel Reports

You can find reports by navigating to Reporting > Reports.

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👥 Click here for People+ specific reports.

Click below to explore each topic...
Analysis Expiry GDPR Listing Missing Data

Analysis

Number

Name

Comments

200

Ethnicity Analysis

Statistical analysis of Ethnicity

500

Participation Analysis

Page per person breaking down how many shifts have been worked each day of the week, each month and in each Duty Station. Total Adjustments are also recorded

505

Last worked

A list of Personnel and the date they last worked between a selected date range. Includes a list of personnel who have not worked in the date range

506

Bradford Score

Calculates a Staff Member's Bradford score

541

Indemnified Sessions

Shows breakdown of Indemnified sessions

571

Ethnicity Origin

List of Staff Members and their ethnicity

587

Working Analysis

Page per Rota Group showing analysis of shifts and hours worked per person, with their Team and Role

608

Last Worked Registrars

A list of Registrar and the date they last worked between a selected date range. Includes a list of Registrars who have not worked in the date range

619

Participation Analysis with contact details

Page per person breaking down how many shifts have been worked each day of the week, each month and in each Duty Station. Total Adjustments are also recorded. Contact details included

620

Participation Analysis Summary

Basic summary of Staff Member's worked shifts in each Zone. 

636

Working Analysis with Flags

Page per Rota Group showing analysis of shifts and hours worked per person, with their Team and Role. This report also highlights any Flags ticked in their personnel profile noting the staff member as Bank, Director, Locum, Seconded, Supervisor, Trainee, Trainer or Agency Worker.

660

Working Analysis without Flags

Page per Rota Group showing analysis of shifts and hours worked per person, with their Team and Role

722

Participation Analysis Without Zone

Basic summary of Staff Member's worked shifts

725

Contact Details (Multi-Org)

Staff Members email address and mobile phone number, divided by Rota Group. 

816

ONS

Details in staff members Personnel Records

835

Background Check

Shows details of any background checks on personnel records 

845 Set availabilities with Payroll ID  
860 Sickness Details with working days

Allows you to report on sickness days and hours lost for contracted/salaried staff - useful for when a person is not rostered into shifts; report uses working hours and days against a staff members Post contract to calculate sickness hours/days.

(People+ report only)

863 Probation Periods

This report allows you to report on when staff probation periods are due to expire.   The report will show you Staff name, Post Name, Duration of their probation period, and the number  of days until their probation period is due to expire. If the probation end date has passed, this will show on the report as  a negative number to show how many days the probation period is overdue.

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Expiry

Number

Name

Comments

178

Professional Registration Expiry

All Personnel with professional registration documentation that has expired during the selected date range, or will expire 30 days from the selected dates

179

DBS Expiry

 A list of personnel whose DBS documentation expires within the next 30 days

180

Indemnity Expiry

A list of personnel whose indemnity documentation expires within the next 30 days

193

Skill Expiry

A list of personnel and their skills which are expiring within the next 30 days

592

Performers Listings

A list of GPs with their Performer's List information

601

UK Eligibility Document Expiry

A list of personnel whose UK Eligibility documentation expires within the next 30 days

602

Background Check Expiry

A list of personnel whose background check expires within 30 days

654

Badge Expiry

A list of personnel and their badges which are expiring within 30 days

800

UK Eligibility Document

Shows documents uploaded against UK Eligibility

836

Indemnity expiry with restrictions

Shows all Indemnity records due to expire in the next 30 days with any restrictions recorded

837

Professional Registration expiry with restrictions

Shows all Professional Registration records due to expire in the next 30 days with any restrictions recorded

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GDPR

Number

Name

Comments

542

Emergency Contact Details

Name, relationship and contact details for staff member's emergency contact details

546

Employee Accident History

 

547

Employee Address Details

 

549

Employee Medical History

 

581

Employee Relations 

Grouped by person listing each disciplinary action with summary at end

652

Sickness grouped by Rota Group

Sickness report grouped by Rota Group with HR - this is a People+ only report 

729

SAR

 

750

Employee Contact Details

 

751

Employee Contract Details

 

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Listings

Number

Name

Comments

66

Personnel Listings

List of personnel contact details and home Zone grouped by Rota Group, and includes Primary Posts

69

Personnel Listings - Team Details

List of personnel contact details and home Zone grouped by Rota Group and Team

75

Simple Internal Market

View of hours and costs associated to standard week days and Special days over a selected time period

169

Personnel willing to be called in at short notice

 

172

Personnel Listings - Grouped by First Letter

 

529

Details and skills listing

Page per Rota Group showing Personnel personal details and skills

530

Personnel Secondary Addresses

 

536

Personnel Zone Access

List of personnel zone access grouped by Rota Group and Team

539

Personnel Events

A list of events on each person

544 User Defined Controls Page per person showing the content of any User Defined Controls on their Personnel Record
548 Employee Compliance  

554

Professional Registration

 

567

Personnel WTD Details

 

668

Personnel Listings - Line Manager

List of personnel line manager details, contact details and home Zone grouped by Rota Group and Team

716

Personnel Listings - Salary Information

List of personnel contact details, Salary and home Zone grouped by Rota Group

719

Employee Details

Export only - list of Personnel Details

768

Indemnity Details

List of every Staff Member's Indemnity Details. Staff members without Indemnity will also be included in this Report. 

778

Personnel Notes

List of all notes attached to a personnel record. 

819

Registrar Details

Lists all staff members marked as Registrars

829 Personnel Supervisor Listings Lists all members of staff marked as supervisors
848 Personnel - Rota Group Access Lists all members of staff, their role, what Rota Group(s) they have access to and which is their primary
852 Personnel - Pay Rate Patterns Lists all members of staff who have pay rate patterns assigned and what these are.

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Missing Data Reports

Number

Name

Comments

839

Missing Details - Personnel

All Personnel with missing data in their personal details.

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