HR> Reports> Employee Type Codes Report

Employee Type Codes Report

Summary

The Human Resources Type Codes Report includes Awards, Disciplinary Action, Education, Experience, Grievances, Health/Safety, Reviews, Skills and Miscellaneous Codes reports. Each of the reports is generated through the same steps.

Click here for information on Type Maintenance.

Click here for information on Type Code Maintenance.

Step by Step

1 Open the Type Codes Report window (HR> Reports> Type Codes).

2 Configure the report.

Select a Type from the drop-down menu. Types are created and maintained in the Type Maintenance window (HR> Maintenance> Type). Click here for information on Type Maintenance.
Enter an Employee Number or click the field label to select one from a list. This field can be left blank for all employees.
Use the Department drop-down menu to select a department or select All to report on all departments. Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department). Click here for information on Department Maintenance.
Use the Employee Status drop-down menu to select a status or select All to report on all statuses.
Select a Filter Date from the drop-down menu.
Enter a Date From/Date To. A range can be defined or either side can be left blank, allowing the report to pick up all the dates.
Select a Report Sort from the drop-down menu.
- Select Department, Employee Name if you would like the employees on the report to be grouped by department and then by employee name.
- Select Department, Employee Number if you would like the employees on the report to be grouped by department and then employee number.
- Select Employee Name if you would like the employees on the report to be grouped by employee name.
- Select Employee Number if you would like the employees on the report to be grouped by employee number.
Check the Print Memos toggle to include the Memo data associated with an included HR Employee record in the generated report. The memo will print directly below each employee.
The Type Codes available in the right section of the window will change depending on the Type selected.
- Select the Codes to include in the report. Press CTRL+A to highlight all the displayed code toggles and press SPACE to select or deselect the highlighted toggles.
The report will display the employee name and employee number. The column headings will correspond to each category set up on the Type Maintenance window.

3 Print the report.

Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.