HR reporting
Overview
HR reporting page lists formatted exports of information in the HR module. The page is located in the HR module under HR reporting.
HR reporting contains reports, used in salary calculations, business trip handling and attendance checks.
Salary export
The salary export tab displays the default salary export for month, custom export for month (changed salaries export, vacation report...). This export is used during salary calculation.
Salary export
Before this export is generated, some options can be changed in order to alter the generated export.
- Change month
- Select the month, for which you want to generate the salary export.
- By default, the current month is always selected.
- Employment type export
- Select user employment type to export.
- This switch determines, users of which type will be exported (employees or students).
- Export student data as
- This switch is only shown, when generating a salary export for students
- You can switch between exporting all students work data as an Excel sheet or a PDF file.
- Customize employee selection
- This toggle can be used to switch between employment type switch and custom employee selector.
- When on, "Select users for export" dropdown is shown instead of "Employment type export" switch.
- Select users for export
- You can limit the salary export to only a few select users.
- Choose accounting program
- Different exports are available., depending on your accounting software.
- Currently, available options are:
- BC (Business Central)
- Birokrat
- Opal
Custom export
The custom export contains separate exports for:
- Salary changes
- Export of salary changes in the selected month for all employees.
- This export was designed for Birokrat.
- Vacation report
- Export of all employees and their vacation data (vacation days basis, bonus days, transferred days...)
Exports may take more time to generate. If an export generation takes too long, it will be generated in the background and sent to your email.
Master locking month
Month can be master-locked by accounting. In practice, this means attendance records (requests, events, month approval) for selected month can no longer be changed.
The month can also be unlocked, but this always requires a description with a reason for month unlocking.
All locking/unlocking actions are listen under the Lock/Unlock button.
Business trip
The business trip tab displays the business trip export for selected month.
The generated business export lists details (e.g. employee, travel vehicle, vehicle registration number, departure date and time, arrival date and time...) for all employee business trip in the selected month.
This export is used during salary calculation.
Generate business export for month
To generate this export, select the month in a year and click the "Generate lunch export for month" button.
The export may take more time to generate. If the export generation takes too long, it will be generated in the background and sent to your email.
Employees
The employees tab displays employee statistics (number of active employees, average age....) and several custom exports, relevant for management of human resources.
Statistics
Statistics can be displayed for a specific date. By default, statistics for the current date is shown.
- Number of employees
- Count of employees on selected date.
- Average age
- Average age of employees on selected date.
- New employees
- Count of new employees on selected date.
- A new employee, in this instance, is someone, who started their employment in selected month.
- Employee attrition
- Count of employees, who left the company (departures like retirements, resignations or layoffs).
Exporting
Several custom exports are available. These exports are used by HR for data verification.
- Confection number export
- Export of confection sized (shirt size, shoe size...) for all active employees.
- Generate years of service export
- Export of years of service within the company for all active employees in the selected year.
- Overtime yearly export
- Export of all overtime hours for all active employee in the selected year.
- Kids export
- Export of all employee family members, who are under the age of 18 on the selected date.
- Export active employments on date
- Export of all employees, who are active on a selected date.
- An employee's activeness is determined by the work position.
The exports may take more time to generate. If the export generation takes too long, it will be generated in the background and sent to your email.
Lunch info
The lunch info tab displays the lunch export for month and for year.
The generated lunch export lists all employees and the paid/unpaid counts of their lunches. This export is used during salary calculation.
Generate lunch export for month
To generate this export, select the month in a year and click the "Generate lunch export for month" button.
Generate lunch export for year
To generate this export, select the year and click the "Generate lunch export for year" button.
The export may take more time to generate. If the export generation takes too long, it will be generated in the background and sent to your email.
Attendance report
The attendance report tab allows for exporting of an employee's attendance records as an excel sheet. These exports can be used to verify employee attendance (e.g. used vacation days in the previous year).
User attendance event exports excel files, similar to the "Workflow user details" page.
To export employee's attendance details, en employee has to be selected. The year, for which the export will be created, can also be selected. When the employee is selected, the options for exports will appear.
You can create an export of all attendance events with the "Generate Workflow Details Export" or create a filtered export of specific attendance events by selecting any of the "Generate [Attendance event type] Event Export" exports.
The export may more time to generate. If the export generation takes too long, it will be generated in the background and sent to your email.
Attendance export of the current year exports only months up to the current one (e.g. export in February will exports only sheets for January and February).
The generated export has a summary, containing attendance event count by month, on the first sheet and attendance event details, split by month on all subsequent sheets.
