Running the Retirement Report
Purpose: Use this document as a reference for Running the Retirement Report.
Audience: Finance Staff, Asset Management Staff.
You must have at least one of these local college managed security roles:
- ZZ Asset Management Reporting
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Running the Retirement Report
Navigation: Asset Management > Financial Reports > Retirement > Retirement Information Report
- The Retirement Information search page displays.
- If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button.
- NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA000_RIR (Retirement Information Report).
- Select Add. The Retirement Information page will display.
- On the Retirement Information page, enter or lookup the Business Unit.
- In the Date Range section, enter or select From and Thru dates.
- Select Run. The Process Scheduler Request pagelet will display. Depending upon the desired results, select either the Retirement Report by Chartfield or Retirement Report by In Service Date.
- Select the OK button to run the selected process.
- Please refer to the Process Schedule Request steps for further instructions.
- Select the Go Back To Retirement Information link. The Retirement Information page will display.
- On the Retirement Information page, select the Report Manager link to access the reports. The Report Manager page will display.
- Please refer to the Report Manager steps for further instructions.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the external link to Running the Retirement Report. This link will open in a new tab/window.
0 Comments
Add your comment