Human Resources Reports Library |
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Human Resources Reports Library |
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Human Resources Reports Library |
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Human Resources Reports Library |
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human resources reports
For toolbar icon functions please see Reports Functions Overview.
Absenteeism Pattern Analysis This report allows you to select specific Attendance Codes and look for patterns in absenteeism, i.e., does an employee seem to call in sick frequently on Monday’s and Friday’s, or before or after a holiday. Each code you chose to report on will have a user defined colour associated with it and then displays that color on the days of the calendar report where the code is present. Days of the Week If this option is selected, you can choose the days of the week on the right that this selection should apply to e.g., employees who call in sick on Mondays or Fridays. Holidays or Vacations Use these options to track how many days before or after a stat holiday or vacation, you wish to see certain patterns of absenteeism. For example, if you want a summary of employees who call in sick two days before either selection, use the arrows to select 2 as shown below.
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Applicants Information Report This report is used with HCM Recruiting/Onboarding. Use the different grouping options to view applicants. Click on the Apply Filter and search for a single applicant. The Columns section allows you to select what information is included.
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Clock Enrollment Report Report lists all of the active employees and their enrollment types.
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Complement History- Type Tracking The option for Show Type Tracking is only available if the system is configured to display Type History. Please contact our Client Care Team to have this feature configured.
Sample report with Show Type Tracking ON.
Sample report with Show Type Tracking ON.
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Department Seniority
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Employee Accidents Report of on-site accidents, i.e., falls, trips, and slips by Employee, Injury Code, Date, Time, and Location.
Show Detail option.
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Employee Benefits A report, by employee, of which company benefits they are participating in, which includes the Employee Contribution, Company Contribution and Expiration Date of the benefit. Use of this report requires Benefit setup.
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Employee Dependents Listing of employees and their dependents information. i.e., Name, Birth Date, Relationship and Marital Status.
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Employee Detail Report A listing of employees that will provide you with user definable/selected columns of detail from their employee Personnel screen. Select from the Employee Fields and Additional Fields drop-down lists to include specific information on the report. Selecting the Form Layout option provides a detail listing of each employee.
Using form Layout option.
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Employee Discipline Listing of all processed discipline, by employee, including the dates of the occurrences and the notification associated with it.
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Employee Evaluation Report Listing of all employees who have Performance Evaluations either due or completed in the time frame defined, or who’s last evaluations were due or completed in the time frame defined.
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Employee Grievance Listing of employees who have grievances listed on their Personnel HR screen
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Employee Manual Rates Shows employees who have manual rates entered in, i.e., who are not following the wage grid. Report to only show if there is a manual rate logged in any of the following areas of the Employee Profile. 1.Employee Rate - Hourly Rate (override) 2.Employee Rate - Salary Base Pay/Hours/ REG (override) 3.Employee Class - Hourly Rate
Employees who have an Hourly Rate, or Salary Rate or Class Rate filled in will be included on the report. If the employee does not have at least one of the three fields populated, they are excluded.
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Employee licenses
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Employee Skills Listing of employees who have Skills entered on their Personnel HR screen. This report can include the Skill, Certificate Date and Refresher Date.
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Employee Statistics Report Listing of employees who have certain statistics entered on their Personnel HR screen.
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Employee Tracking List Report Use this report to list the current values in one tracking listing. The values listed or current value means last record value is less than today’s date. If last record is greater than today, do not report on the value.
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Employee Training Report Listing of employees who have Training classes listed on their Personnel HR screen. This report can include the Type, Subject, Date, Location and Trainer of the course.
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Employee Turnover Report This report will provide specific information for Turnovers, Turnover Ratio, and growth, based on the number of New Hires and Terminations during a user defined period of time.
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Employee Vehicle Report Employee Vehicle Report lists all vehicles from the Employee’s profile. The report allows for filtering by Primary Vehicles .
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End of Probation Report This report shows employees who are approaching the end of the defined probation period or specified Seniority. End of Probation
If End of Probation is selected, the system will generate a report of all employees who will finish their probation within the selected date range.
End of Probation – Seniority
If Seniority is selected, the system will generate a report of all employees who will reach the specified Seniority level within the date range.
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Follow Up Report Report of all follow-up appointments, normally after an on-site accident.
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HR Turnover Report This report will provide specific information for Turnovers, Turnover Ratio, and growth.
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Holiday List Report List the Holidays entered for Current Year, Previous Year and Next Year (if setup). Report can also be filtered by holiday groups.
Report can also list by Holiday Rules using the Holiday Rules option.
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Job Position Report This report is used to list the HCM Job Positions. Use the options to filter which type of positions and applicants. The Apply Filter option allows you to search for positions.
In this example the report was filtered to include Applicants.
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Labour Status
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Payroll Balancing This report will show all the hours per class and a total value for the whole report. You can customize which hours fall under which columns.
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Seniority Report This report provides a list of employees Active Seniority, which can include Worked Class Seniority, by user definable/selected columns of data, which can include the data on the Seniority tab of the Personnel screen, e.g., Life Hours, etc.
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Seniority Variance
This report will show the previous value of the employee’s seniority and the total amount earned since the last update. You can choose to see the Active Seniority, Posted Seniority or from Active to Posted.
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Time Off Planner This report will show Time Off Requests and their status of employees in a calendar format. You can choose which requests are shown based on status. Schedule details or Employee Availability can be included.
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Time Off Request Report Detailed report for Time Off Requests that include the Attendance Code, Date, Status and Due Date. This report can be run by the Status of the request, including Unprocessed, Approved, Reviewed, Denied and Pending. Enter a request number in the Enter Request Number field to search for a specific request.
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Wage Progression Report This report allows you to identify employees that are due for a wage increase. Based on current labour hours, it will also forecast the date the new rate may become effective.
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Yearly Attendance This report provides you with the ability to view an employee’s attendance for an entire year, with or without the associated time (for each code), based on user selected Attendance and/or Exception codes. You can also use this report to print a monthly calendar type report of an employee’s attendance.
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