Personnel Action Form

Use the Personal Action Form to show changes to tracked fields (history tracking) and salary history changes that occur within the date range.

Contents

Before you can print the personal action forms, you need to add the layout for the personal action forms to the Organization > Forms table.

1. Open Connect Human Resources > Reports > Personal Action Forms.

2. Select a report title.

3. Set up the report date range.

Do you want to use the current date range as the report dates?

Yes, I want to use the current dates. Continue to the next step.
No, I do not want to use the current dates. To select a different date range you can use the drop-down list, click the Calendar button, or click Advanced Options.

4. Set up the checkbox titled Include Terminated Employees.

A terminated employee is an employee who has a date recorded in the Termination Date field.

Do you want to include terminated employees?

Yes, I want to include terminated employees. Select the Include Terminated Employees checkbox.
No, I do not want to include terminated employees. Leave blank the Include Terminated Employees checkbox.

5. Select the form to print.

Which form layout do you want to use to print the Personal Action Forms?

I want to use the current form. Continue to the next step.
I want to use a different form. Click on the Forms tab, then select a form name from the Form drop-down list.

6. Click Print (CTRL+P).

The report prints.