Employee Exclude in Vendor Data Mining
The goal of this request is to allow staff to run reports on true vendors of the district; not staff. Currently if a district uses expense reimbursement all of their employees are also vendors and consequently their employees end up on Vendor Data Mining reports. To filter the report down to just true vendors a staff member would also need to run a list of current staff dump both reports to Excel create a vlookup to compare the reports and then delete the employees from the vendor report. Its a lot of manual work for something that the system could easily do.
On the "Report Information" tab of a Vendor Data Mining report add an additional radio button with buttons: Exclude Active Employees Exclude Active/Inactive Employees Include All Employee Records.
John Jameson
shared this idea
Starting with the 05.20.06.00.07 Addendum available on 9/3/2020, a new Employee Vendors option is now available in Vendor Data Mining. Selections include:
1. Every Vendor: will report all vendors.
2. Vendors who aren’t employees: will exclude employees from the report.
3. Vendors who are employees: used to only report vendors who are employees.
Thank you!
-
Debra Wurster
commented
To exclude employees from FOIA request for vendor information. FOIA request includes address information for vendors. We do not want to include employees in the list and give out home addresses.
-
Jeanie Mowery
commented
One reason this would be used would be to respond to request for vendor information. A vendor submits a public records request to us twice a year for information on all payments we have made. He then uploads this into a database called SmartProcure that he promotes to government agencies as a purchasing tool. It would be good to be able to eliminate payments made to employees from this.