Managing Temporary Engagements

About this report

Information

Data Sources: SAP HR, eFPT

Updated: Daily


Designed for

Principals, Business Managers, and School Administrative Managers can view temporary engagements within their school. Executive Directors and DELs can view all schools within their network.

Benefits

How can I use this report?

The Managing Temporary Engagements Report provides a summary of a school’s temporary engagements over the school year, including engagement dates, positions, and funding sources. It also shows the percentage of engagements input by the school compared to by EDConnect.

What should I look for?

  • Look at the ‘temporary engagement days left’ column to identify temporary engagements that will cease within 28 days.
  • The number of temporary engagements input by the school or by EDConnect. The objective is to have these activities done at the school level, in a timely manner.
  • The ‘employee group’ column of the staff listed in the table to identify if they are employed on a full-time or part-time basis.
  • The ‘funding source’ column for all temporary staff within their school shows funding for a particular temporary engagement. In order for the funding information from eFPT to be matched with the report data from SAP, the Position ID must be entered in eFPT correctly.

Note: Position IDs are eight digits and starts with the number 8.

Managing temporary engagement dashboard
Image: Managing temporary engagement dashboard

Using the report


Make a selection

Use the drop-down menu in the top left to select a school. This will generate and display the report.

Selecting a school is necessary for the report to generate meaningful results. Select the School and Year. Results can further be sliced using Employee group, Employee name and Term commenced.

The selection slicers
Image: The selection slicers

Note: for all of the slicers, a blank selection will be treated in the same way as selecting all of the options for that slicer. For example, not selecting a position will display results for all positions in the school.

Indicators

The indicator on the top-right displays current active engagements of the selected school or network. Engagements ending in < 28 days display the count of the total number of employees with an end date within 28 days (this information is correct as of the end of the previous business day). Indicators do change as they are dependent on what is selected from the available filters.

An example of indicators
Image: An example of indicators


Temporary engagements by input

Identify the percentage of temporary engagements entered by your school or EDConnect by month.

An example of engagements by input
Image: An example of engagements by input


Temporary engagement funding sources

Identify the percentage of temporary engagements by funding source.

An example of engagements by funding sources
Image: An example of engagements by funding sources

Engagement details

The table will display the following information: Employee ID, Employee Name, Assignment ID, Position ID, Position Name, Employee group, Start date, End date, Days left until end date, SAP fund code, Planned funding source, Planned funding start date, Planned funding end date, Position Substantive owner and Input by.

The default view will sort engagement days left until the end date in ascending order.

An example of engagements details
Image: An example of engagements details


Other tips for tables

  1. Hovering over the chart or table will reveal additional options icons. Clicking on the chart or table title will make these icons switch to become always visible.
  2. Use the slicers provided to filter reports data.


Export the results

The information from this report can be exported easily. Hover over a chart or table and select the ‘More options’ ellipsis icon once it appears. Then select ‘Export data’.

This will bring a confirmation box to download the current names in the table as a spreadsheet for editing and printing.


Reset to default

If you wish to remove selections you have made and return to the initial view of the report, select ‘Reset to default’.

Reset to default
Image: Reset to default

Need further help?

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