Generate a Detailed Personnel Event Report

This personnel report includes detailed information about the personnel event as well as a summarized list of each access request (and its status) related to the personnel event.

To generate an audit package for a personnel event, complete the following steps:

  1. Go to the My Taskboards menu and select Personnel Events.

  2. Within the Change Management taskboard menu on the left, select the type of personnel event (onboarding, offboarding, etc.)

  3. In the list of events, select the personnel event.

  4. Select the Export button in the top right corner of the page.

  5. Select the Details option. A report is downloaded (see example below).