Which dFac Report Should I Run?

This section describes each report in dFac and lists the default fields.

Primary Appointments

1. This report provides a list of active primary appointments in the organizations to which you have access when it is run using the default selection criteria.
2. You can change the selection criteria to search by individual Duke unique ID’s (Personnel Number), Personnel Subareas, and /or organization units to which you have access.
3. You can restrict the appointments by end date or job code. The default sort order is alphabetical based on the last name of the faculty member.

The Primary Appointment report is a variant of the default Appointments report. The variant name is “PRIMARY APTS.” 

By default, the Primary Appointments report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns).

Non-Primary Appointments

1. This report provides a list of active secondary, joint, or administrative appointments in the organizations to which you have access when it is run using the default selection criteria.
2. You can change the selection criteria to search by individual Duke unique ID (Personnel Number), appointment end date, job code, and /or organization units to which you have access.
3. The default sort order is alphabetical based on the last name of the faculty member.

The Non-Primary Appointment report is a variant of the default Appointments report. The variant name is “NONPRIMARY.”

The Non-Primary Appointments default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Ending Appointments

• To determine the appointments that will expire soon, this report shows the active appointments ending within a range of end dates that you enter on the Ending Appointments selection screen. For example, you can run this report to see the active appointments in the organizations for which you have permissions that will be ending between 7/1/2020 and 12/31/2020. The default end date range on the selection screen is the first and last day of the current month; if you chose this report in August of 2020, the default end date range would be 8/1/2020 to 8/31/2020.
• You can change the selection criteria to search by Duke Unique ID’s (Personnel Number), appointment start date, appointment end date, appointment type, job code, or organization units for which you have permissions. The default sort order is alphabetical based on the last name of the faculty member.

The Ending Appointment report is a variant of the dFac Appointments report. The variant name is “ENDING APTS.”

The Ending Appointments default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

DUHS Appointments

• The DUHS Appointments report lists the faculty whose position organizations fall under Duke University Health System but whose active appointments reside in the organizations for which you have permissions.
• You can customize the selection criteria to search by Duke Unique ID’s (Personnel Number), Personnel Subareas, and /or organization units for which you have permissions.
• You can also restrict the appointments by end date or job code. The default sort order is alphabetical based on the last name of the faculty member.

The DUHS Appointment report is a variant of the dFac Appointments report. The variant name is “HEALTH SYS FAC.”

The DUHS Appointments default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Primary Appointment Summary

• When run with the default selection criteria, this report provides subtotals by job code of the faculty with active primary appointments in the organizations for which you have permissions.
• You can change the selection criteria to search by Duke Unique ID’s (Personnel Number), Personnel Subareas, and /or organization units for which you have permissions.
• You can also restrict appointments by job code or end date. The default sort order is alphabetical based on the last name of the faculty member.

The Primary Appointment Summary report is a variant of the default Appointments report. The variant name is “PRIAPT SUMMARY.”

The Primary Appointment Summary default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Tenure Eligible

• This report provides a list of primary appointments for all active tenure-track faculty in the organizations for which you have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID’s (Personnel Number), Personnel Subareas, and /or organizational units for which you have permissions.
• You can also restrict appointments by start date, end date, or job code. The default sort order is alphabetical based on the last name of the faculty member.
• If a tenure adjustment has been added to the current tenure record, then the adjustment will appear in the Tenure Eligible report. If someone has multiple adjustments, only the last adjustment will appear on the report.

The Tenure Eligible report is a variant of the default Appointments report. The variant name is “TENURE ELIG.”

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Sabbatical Eligible

• This report provides a list of those faculty who earn sabbaticals while on the tenure track or with tenure in the organizations for which you have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID’s (Personnel Number), Personnel Subareas, and /or organizational units for which you have permissions.
• Use the Org. Structure button to search for faculty in a chosen subset of organizations for which you have permissions.
• You can also restrict appointments by start date, end date, or job code. The default sort order is alphabetical based on the last name of the faculty member.

The Sabbatical Eligible report is a variant of the default Appointments report. The variant name is “SABB ELIGIBLE.”

The Sabbatical Eligible default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

All Leaves

• This report shows all leave records for the faculty in the organizations for which you have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID (Personnel Number), and /or Personnel Subareas.
• Use the Org. Structure button to search for faculty in a chosen subset of organizations for which you have permissions; note that for this report, it is located near the window’s heading, rather than the middle of the report window.
• You can also restrict the list by the appointment end date, appointment type, or job code. The default sort order is alphabetical based on the last name of the faculty member.

The All Leaves report is a variant of the default Leaves report. The variant name is “ALL LEAVES”

The All Leaves default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Current Leaves

• This report shows leaves of absence that have already started or will start in the future for the faculty in the organizations for which you have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID (Personnel Number), and /or Personnel Subareas.
• Use the Org. Structure button to search for faculty in a chosen subset of organizations for which you have permissions; note that for this report, it is located near the window’s heading, rather than the middle of the report window.
• You can also restrict the list by the appointment end date, appointment type, or job code. The default sort order is alphabetical based on the last name of the faculty member.

The Current Leaves report is a variant of the default Leaves report. The variant name is “CURRENT LEAVES.”

The Current Leaves default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Worklist Report

The Worklist report shows the approval status for forms that have been submitted but not yet approved. This report enables users to restrict results by committee dates that have been entered for individual faculty by dFac users in deans’ offices. Committee dates are added for School of Medicine and Nursing faculty but not for faculty in other schools.

A variant is a pre-selected set of criteria that simplifies the Worklist report. Select a variant by using the Goto menu, choosing Variants, and then Get to display the Variant Directory. Results are returned for the organizations to which you have access.

Select one of the following variants, specifying the Personnel Area, either 1100 or 1000 unless it is saved in the variant:

The following fields are available:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

Note The worklist report is designed for users to use the Export to Excel icon on the report icon bar to export results to Excel. Exporting using this method gives a different set of columns than those shown on the report results page.

All Appointments for Primary Faculty

• The All Appointments for Primary Faculty report returns a list of active appointments held by their primary faculty members, that is, faculty members with primary appointments in the organizations for which they have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID (Personnel Number), and /or Personnel Subareas.
• Use the Org. Structure button to search for faculty in a chosen subset of organizations for which you have permissions.
• You can also restrict the list by the appointment end date, appointment type, or job code. The default sort order is alphabetical based on the last name of the faculty member.
• Membership appointments do not have a corresponding Job Code, so the Job Key field will be blank for faculty memberships.

The All Appointments for Primary Faculty report is a variant of the default Appointments report. The variant name is “ALL APPTS”

The All Appointments for Primary Faculty default report includes the following fields:

After running the report, you can click the Change Layout button in the toolbar to add additional fields (columns) or remove columns from the report.

Faculty Personal Data

• This report returns address information for the faculty in the organizations for which you have permissions.
• You can change the default selection criteria to search by individual Duke Unique ID (Personnel Number), and /or Personnel Subareas.
• Use the Org. Structure button to search for faculty in a chosen subset of organizations for which you have permissions.
• You can also restrict the list by the appointment end date, appointment type, or job code. The default sort order is alphabetical based on the last name of the faculty member.
• If the faculty member does not have a professional name on record, then the first name and last name fields will be blank.

The Faculty Personal Data report is a variant of the default Appointments report. The variant name is “FAC PERS DATA”

The Faculty Personal Data default report includes the following fields:

Click the Change Layout button in the toolbar to add or remove additional fields (columns) from the report.

School of Medicine and Nursing Annual Salary Extract

The Salary Extract is designed for users with management center permissions. For more information, see the following section, “Generating the Annual Salary Letter Extract.”