Certain HR Professionals will be able to run reports on the system from the Reports screen, using different filters and gathering information about roles and access and document management. HR Admins have full access to all reports, while HR Transfer users can access Transfer, Deleted Documents, and Purged Documents reports. To generate a report from the Employee Folder Search screen, please see Search for an Employee Folder
HR Admin has access to all reports on the Reports screen:
- Transfer report: This report is designed to show Transfer Activities in the eOPF system.
- Deleted Documents report: This report is designed to show documents that have been deleted in the eOPF system.
- Purged Documents report: This report is designed to show purged documents in the eOPF system.
- Data Feed report: This report is designed to gather information regarding the form data feed services used by the agency to view a list of successfully processed and failed transactions based on the entered search criteria.
- Roles and Access report: This report is used to show users' Role(s) and additional Access Rights assigned to user(s) in eOPF system.
HR Transfer has access to the following reports on the Reports screen:
- Transfer report
- Deleted Documents report
- Purged Documents report
HR Document Management has access to the following reports on the Reports screen:
- Deleted Documents report
- Purged Documents report
*** For directions on how to use and create a report from the Employee Folder Search screen, please see Search for an Employee Folder.
How to Generate a Report from the Employee Search screen:
1. Navigate to the “Reports” tab in the left-side navigation.
The Reports page will display a grid of all pending and processed reports. The reports are cleared after 30 days at midnight EST.
2. Click on the “Generate new report” button:
3. Select an “Access type” and then a report from the “Reports” dropdown. Selecting a report will also automatically populate the corresponding “Access type.”
4. Selecting a report will populate the “Reports description” and the corresponding reports filters will display.
5. Fill out the filters as needed then press the blue Generate Report button at the bottom of the screen:
6. You will be taken back to the Reports home page and a confirmation message will display.
Reports that are not ready to be downloaded will display “Pending” in the “Date processed” column.
6. Refresh the page using the Refresh button in your browser to update the reports grid.
7. When the report is done processing, click on the Request ID link to initiate the download.
8. When opening the downloaded file, you will be prompted to enter a password.
Note: The password is a combination of the requesting user’s birth year and the Request ID (e.g. 198010054). You can always change the password of this report before sending to another user.