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| humanresources:reports:usercreatedreports:hrreport [2017/11/29 17:58] – emoreno | humanresources:reports:usercreatedreports:hrreport [2020/09/28 19:18] (current) – removed emoreno | ||
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| - | ======HR Report - HRS9000====== | ||
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| - | //**Human Resources > Reports > User Created Reports > HR Report**// | ||
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| - | <WRAP round intro> | ||
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| - | * Pick the desired fields (i.e., columns) from preselected columns under the following sections: | ||
| - | * Employee Demographic | ||
| - | * Certification | ||
| - | * Responsibility | ||
| - | * Employment | ||
| - | * Pay Information | ||
| - | * Extra Duty Pay | ||
| - | * Bank | ||
| - | * Job Information | ||
| - | * Distribution | ||
| - | * Deductions | ||
| - | * Create a report title. | ||
| - | * Save your report selections to create a customized report template that can be retrieved for future use. Additionally, | ||
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| - | Once the report is created, it can be sorted or filtered. To restore the report to the original view, click **Reset**. | ||
| - | </ | ||
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| - | ====Create a report:==== | ||
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| - | ^ Field ^ Description | ||
| - | ^Report Template|Type a title or descriptive name for the report. This field is optional.| | ||
| - | ^Public|Select to set the template as public. | ||
| - | ^Report Title|Type a title or descriptive name for the report. This field is optional.| | ||
| - | ^Employee Nbr|Type one or more employee ID numbers separated by a comma, or click {{: | ||
| - | ^Active Employees Only|Select to only include active employee records on the report.| | ||
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| - | Select the desired fields. Or, select the group name field to select the entire group of fields (i.e., columns) from the ones listed under the following sections: | ||
| - | * Employee Demographic - If an employee has a local restriction code set for a heading option on the Staff Demographic page, the word RESTRICTED is printed in place of the employee’s demographic data for that field when the report is created. | ||
| - | * Certification | ||
| - | * Responsibility | ||
| - | * Employment | ||
| - | * Pay Information | ||
| - | * Extra Duty Pay | ||
| - | * Bank | ||
| - | * Job Information | ||
| - | * Distribution | ||
| - | * Deductions | ||
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| - | Click **Save** save your report selections (i.e., report template). | ||
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| - | Click **Create Report** to create the report based on the selected columns. | ||
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| - | ====Other functions and features: | ||
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| - | ^{{: | ||
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| - | 13. | ||
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| - | 14. Click Create Report. A preview of the report with all selected criteria is displayed. | ||
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| - | ● Review the report using the following buttons: | ||
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| - | ● The report can be saved in various file formats: | ||
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| - | □ Click to save and print the report in PDF format. | ||
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| - | □ Click to save and print the report in CSV format. | ||
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| - | ● Click to close the report window. | ||
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| - | 15. Click Delete to delete the selected report template. | ||
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