Reports

Human Resource (HR) Reports are used to manage the processes involved with the Human Resources Department and includes reports for the following Human Resources functions: Assignment Management, Organization Management, Leave Management, Retirement Benefit Management, Performance Appraisal Management, Promotion Management, Recruitment Management, Succession Planning, Termination of Employment, Training Management, Financial Disclosure, Travel and Subsistence Management, Time and Attendance, Budget Planning For Salaries Reports

Below you will find a list of all Human Resource Reports associated with the Human Resource Management Process.

Assignment Management

Employee Assignment Report

Overview

The report includes the list of Employee Assignments with the Employee ID, Name and Start Date.

Organization Management

Change Tracking Report

Overview

Navigation

Change Tracking Report screen fields

Employee List Report

Overview

The Employee List report is designed to generate a list of employees with the ability to request data in various combinations for statistical purposes. Among the various parameters available, employees can be filtered by Institution, Date Hired, Length of Service, Probation End Date, among others. Having the ability to narrow down employees at such a low level with additionally a grouping by Institution Unit or Institution Type provides greater detail for analytical reasons.

Navigation

Human Resources ► Reports ► Organization Management ► Employee List Report

Employee List Report screen fields

Fields	Description
Employee	Optional parameter for Employee ID.
Month Of Birth	Month Of Birth filter, the report displays only employees whose Date of Birth falls in the month entered.
Year Of Birth	Year Of Birth filter, the the report displays only employees whose Date of Birth falls in the year entered.
Display Gender	If set to True, the Gender column is displayed in the output report otherwise it is not visible.
Gender	Optional parameter for Employee Gender.
Display Marital Status	If set to True, the Marital Status column is displayed in the output report otherwise it is not visible.
Marital Status	Optional Parameter for Marital Status.
Display Country Of Origin	If set to True, the Country Of Origin column is displayed in the output report otherwise it is not visible.
Country Of Origin	Optional parameter for Country Of Origin.
Display Residency	If set to True, the Residency column is displayed in the output report otherwise it is not visible.
Residency	Optional parameter for Residency.
Display Date Hired	If set to True, the Date Hired column is displayed in the output report otherwise it is not visible.
Date Hired	The report displays employees who have been hired on or greater than that date.
Display Probation End Date	If set to True, the Probation End Date column is displayed in the output report otherwise it is not visible.
Probation End Date	Optional parameter for Probation End Date.
Display Length Of Service	If set to True, the Length Of Service column is displayed in the output report otherwise it is not visible.
Length Of Services (Years)	Optional parameter for Length Of Services.
Group Individual Institutions	If set to True, the Individual Institution column is displayed in the output report otherwise it is not visible.
Group By Institution Type	Filter for Group report by Institution Type.
Institution	Institution filter criteria for this report.

Employee Summary Or Detail List Report

Overview

This report shows a list of employees skill, education, certificates, and languages spoken. Users can generate this report as a summary or detailed. It provides different filter option to generate a specific report. The report generates a list of the employee based on the report filters supplied by users.

A screenshot of the Employee Summary Or Detail List Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Employee Summary Or Detail List Report from within the menu through this navigation path: Human Resource ► Reports ► Organization Management ► Employee Summary Or Detail List Report.

Filters

The following table lists and describes all filter fields for the Employee Summary Or Detail List Report in their default order. Note that some fields depends on the system parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Report Type	It lists the report types to select as a report filter. This is a mandatory filter to generate the report. Detail is set as a default value.
Employee	It allows users to select an employee using the lookup button or enter manually as a report filter.
Region	It allows users to select a region using the lookup button or enter manually as a report filter.
Show Skill	By default, it is marked as checked. Only skill appears if it is marked as checked.
Skill	It allows users to select a skill using the lookup button or enter manually as a filter.
Show Education	By default, it is marked as checked. Only education appears if it is marked as checked.
Education	It allows users to select a education using the lookup button or enter manually as a filter.
Show Certificate	By default, it is marked as checked. Only certificate appears if it is marked as checked.
Certificate	It allows users to select an education using the lookup button or enter manually as a filter.
Show Language Spoken	By default, it is marked as checked. Only language spoken appears if it is marked as checked.
World Language	It allows users to select a language using the lookup button or enter manually as a filter.
Group Individual Institutions	By default, it is marked as checked. Users can uncheck it to select the value of group by institution type as a filter.
Group By Institution Type	It lists the institutions and allows users to select as a filter. If group individual institution is checked, then this field becomes inactive.
Institution	It allows users to select one or multiple institutions.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Employee Summary Or Detail List Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Employee ID	Display Employee ID.
Employee Name	It displays the name of the employee.
Position	Shows the employee position for the main active assignment.
Region	It shows the region from the main home address of the employee.
Skill	Displays Employee’s skills as a sub-section within the employee name grouping.
Education	Displays Employee’s educations as a sub-section within the employee name grouping
Certificate	Displays Employee’s certificates as a sub-section within the employee name grouping
Spoken Language	Displays Employee’s spoken language as a sub-section within the employee name grouping
Institution	The institute information in which employee belongs to.

Buttons

The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Employee Summary Or Detail List Report feature.

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report as MS Excel (XLSX format).
	This button allows users to generate the report as ODS format.
	This button allows users to generate the report as RTF format.
	This button allows users to generate the report as MS Word format.
	This ODT button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML format.
	The Lookup tool allows users to browse and select existing items. It is used to add following fields data: Employee Region Skill Education Certificate World Language

Head Count Report

Overview

The head count indicates the number of employees currently working in the organization, including employees seconded in or acting in. However, the head count excludes employees who are seconded out, acting out, or on leave of absence.

A screenshot of the Head Count Report feature is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access the report from within the menu through this navigation path: Human Resource ► Reports ► Organization Management ► Head Count Report

Filters

The following table lists and describes all filter for the Head Count Report, in their default order. Note that some filters depend on system parameters and rendering control to be visible and/or editable to users. Filter names are subject to change through language label configuration.

Field	Description
Report Type	Type of the report to be selected as a filter.
Report Calculation Date	The report generation date. The current date is set as the default value.
Employee	Contains the employee details. The user can select a employee as a filter using the lookup feature.
Employee Position	Contains the employee position details. The user can select a employee as a filter using the lookup feature.
Comment	Relevent comment for the report.
Salary Classification
Salary Group	Lists the salary group and allows users to select a salary group from the list as a filter.
Salary Classification	Lists the salary classification and allows users to select a salary classification from the list as a filter.
Salary Step	Lists the salary step and allows users to select a salary step from the list as a filter.
Situation Code Level
SCC Level 1	Lists the situation code level 1 and allows users to select as a filter.
SCC Level 2	Lists the situation code level 2 and allows users to select as a filter.
SCC Level 3	Lists the situation code level 3 and allows users to select as a filter.
Group By
Group Individual Institutions	By default, it is marked as checked. User can uncheck it to select the value of group by institution type as a filter.
Group By Institution Type	It lists the institutions and allows to select as a filter. If group by institution is checked, then this field becomes inactive.
Institution	It allows the user to select one or multiple institutions.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Head Count Report, in their default order. Note that some fields depend on Filters selection and the language of the report depends on the configuration of the system.

Field	Description
Fiscal Year	Fiscal year as per report filter.
Date	The system date when the report is generated.
Time	The system date when the report is generated.
User	The user name who generates the report.
Institution	The institution name.
Situation Code Combination	The coding block details as per the selected filter.
Strength	Situation code wise total strength.
Total	Total calculated strength.
Grand Total	Grand total strength.

Buttons

Button Image	Description
	The pdf button allows users to generate the report in the pdf format.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 97-2003 or higher version.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 2003 or higher version software.
	This ODS button allows users to generate the report in ODS format. This format is compatible with spreadsheet software such as Microsoft Office, Open Office or Libre Office.
	This RTF button allows users to generate the report in RTF format.
	The Word button allows the users to generate the report in word format. This format is compatible with Microsoft Office 97-2003 or higher version.
	This ODT button allows users to generate the report in ODT format. This format is compatible with word processing software such as Microsoft Office, Open Office or Libre Office.
	This button allows users to generate the report as HTML.
	The Lookup tool allows users to browse and select existing items.

Personnel History Report

Overview

The Personnel History Report allows the user to view active/inactive employees within an Institution. To narrow down data that is to be displayed on the report, additional filtering on Pay Code, Position Category, Situation Code Combination and Employee are also available.

An example of the report is shown below.

Navigation

Definition of Report Field

The Personnel History Report includes the following fields:

Report Field	Description
Fiscal Year	The Financial Year report for a specific year
Report Generation Date	The date the report was created
Report Generation Time	The time the report was created
User	The person who generates the report
Page	Report page number
Institution	Organization responsible for the employee
Position Category	Generic positions that are managed by the public service and are generic.
Employee Code	Identification number of employee
Name	Employee Name
Job Title	Employee Job title
Spoken Language	Language of employee
Previous years worked in government	Number of years working with Institution
Departure Date	Date Employee departed Institution
Date of Death	Date Employee deceased
Home Address	Employee Home Address
Reason for Departure	Description of why employee departed
Date of Birth	Employee Date of Birth
Place of Birth	Employee Birthplace
Country of Origin	Nationality of Employee
Citizenship	Employee Citizenship
Commitment Date	Date employee committed to Institution
Permanent Date	Date employee became permanent worker
Seniority Date	Date of employee seniority

Generation of Report

To GENERATE the Personnel History Report, follow the steps below:

Navigation

The Personnel History Report includes the following filter criteria available for the report:

Select Active
Pay Code - Select Pay Code from drop-down menu
Category - To enter the Category, (optional field) click on the Lookup icon , click on Find icon to retrieve the Category list, then select the Category
Employee - To enter the Employee, (optional field) click on the Lookup icon , click on Find icon to retrieve the Employee list, then select the Employee
Group By - Select Group By from drop-down menu
Select Group By Organization Unit
Group By Institution Type - Select Group By Institution Type from drop-down menu

If all filter criteria are left blank, all Employees and Categories will be included in the Report allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Priority Enrollment Civil Servant List Report

Overview

This report shows list of civil servants that are present in the priority enrolment list.

A screenshot of the Priority Enrollment Civil Servant List Report feature is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access the report from within the menu through this navigation path: Human Resources ► Reports ► Organization Management ► Priority Enrollment Civil Servant List Report

Filters

The following table lists and describes all filter for the Priority Enrollment Civil Servant List Report, in their default order. Note that some filters depend on system parameters and rendering control to be visible and/or editable to users. Filter names are subject to change through language label configuration.

Field	Description
Effective Date	This allow users to search for specific ranges of date.

Visible Fields

A sample of the Priority Enrollment Civil Servant List Report output is available here. The following table lists and describes all visible fields for the Priority Enrollment Civil Servant List Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Institution	Allows user to select an Institution through a lookup. The institutions that are being selected must be validated to ensure that they have a region associated to them.
First Name	First name of the employee
Last Name	Last name of the employee
Middle Name	Middle name of the employee
Position	Displays the employee position
Department	Display the employee department
Date of Birth	Display the employee date of birth
Ethnic Origin	Display the name of the race for the employee
Grade Rank	Display the Grade or Score of the employee
Foreign Language skills	Display the employee spoken language
Qualifications	Display the qualification of the employee
Education	Display the education of the employee
Date of NRC Enrollment	Start date of the NRC enrollment

Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Priority Enrollment Civil Servant List Report.

Button Image	Description
	The pdf button allows users to generate the report in the pdf format.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 97-2003 or higher version.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 2003 or higher version software.
	This ODS button allows users to generate the report in ODS format. This format is compatible with spreadsheet software such as Microsoft Office, Open Office or Libre Office.
	This RTF button allows users to generate the report in RTF format.
	The Word button allows the users to generate the report in word format. This format is compatible with Microsoft Office 97-2003 or higher version.
	This ODT button allows users to generate the report in ODT format. This format is compatible with word processing software such as Microsoft Office, Open Office or Libre Office.

Strength Report

Overview

This report shows the strength information of employees who belong to the organization, including employees that are seconded out, acting out or on leave of absence. However, it excludes employees that are seconded-in or acting-in. It provides different filter option to generate a very specific report.

A screenshot of the Strength Report is available here. Image is shown as reference material; position and names for labels, fields, and buttons are subject to the parameter, rendering control configuration and the installed revision.

Users access Strength Report from within the menu through this navigation path: Human Resource ► Reports ► Organization Management ► Strength Report.

Filters

The following table lists and describe all filter fields for the Strength Report in their default order. Note that some fields depends on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Report Type	Type of the report to be selected as a filter.
Report Calculation Date	The report generation date. The current date is set as the default value.
Employee	Contains the employee details. Users can select a employee as a filter using the lookup feature.
Employee Position	Contains the employee position details. Users can select a employee as a filter using the lookup feature.
Comment	Relevent comment for the report.
Salary Classification
Salary Group	Lists the salary group and allows users to select a salary group from the list as a filter.
Salary Classification	Lists the salary classification and allows users to select a salary classification from the list as a filter.
Salary Step	Lists the salary step and allows users to select a salary step from the list as a filter.
Situation Code Level
SCC Level 1	Lists the situation code level 1 and allows users to select as a filter.
SCC Level 2	Lists the situation code level 2 and allows users to select as a filter.
SCC Level 3	Lists the situation code level 3 and allows users to select as a filter.
Group By
Group Individual Institutions	By default, it is marked as checked. Users can uncheck it to select the value of group by institution type as a filter.
Group By Institution Type	It lists the institutions and allows to select as a filter. If group by institution is checked, then this field becomes inactive.
Institution	It allows users to select one or multiple institutions.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Strength Report, in their default order. Note that some fields depend on Filters selection and the language of the report depends on the configuration of the system.

Field	Description
Fiscal Year	Fiscal year as per report filter.
Date	The system date when the report is generated.
Time	The system time when the report is generated.
User	Identifier of the user who generates the report.
Institution	The institution name.
Situation Code Combination	The coding block details as per the selected filter.
Strength	Situation code wise total strength.
Total	Total calculated strength.
Grand Total	Grand total strength.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML.
	The Lookup button allows users to browse and select existing items. It is available in the employee and employee position filters.

Employee Statistical Report

Overview

The Employee Statistical report allows the user to view the count of employees per Tribe, Race, Religion, Certificate, Degree & Skill for a particular Institution and/or Position Category.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Employee Statistics Report includes the following fields:

Report Field	Description
Report Date	Date of report generation automatically generated by the system.
Report Time	Time of report generation automatically generated by the system.
User	User who generates the report.
Page	Page Number.
Fiscal Year	The Financial Year report for a specific year.
Pay Code	The code to distinguish an employee's pay group which differentiates the pay frequencies.
Pay Period	The pay period number for the period deduction.
Position Category	Generic positions that are managed by the public service and are generic.
Tribe	Tribe of Employee.
Race	Race of Employee.
Religion	Religion of Employee.
Certificate	The certificates associated with the personal learning plan.
Degree	The description of Education degree.
Skill	Skills that can be mandatory or desirable for a given Generic/Employee position.
Group By	Used to group report information by Employee, Institution, Value.

Generation of the Report

The Employee Statistics Report allows the user to view the count of employees per Tribe, Race, Religion, Certificate, Degree & Skill for a particular Institution and/or Position Category.

To GENERATE the Employee Statistics Report, follow the steps below:

Navigation

The Employee Statistics Report includes the following filter criteria available for the report:

Fiscal Year - Select a Fiscal Year from the drop-down menu.
Pay Code - Select a Pay Code from the drop-down menu.
Pay Period - Select a Pay Period from the drop-down menu.
Position Category -Position Category (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Position Category. If selected, the report will include the selected Position Category and all Position Category below the selected unit. Refer to Position Category for more information.
Tribe -Tribe (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Tribe. If selected, the report will include the selected Tribe and all Tribe below the selected unit. Refer to Tribe for more information.
Race -Race (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Race. If selected, the report will include the selected Race and all Race below the selected unit. Refer to Race for more information.
Religion -Religion (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Religion. If selected, the report will include the selected Religion and all Religion below the selected unit. Refer to Religion for more information.
Certificate -Certificate (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Certificate. If selected, the report will include the selected Certificate and all Certificate below the selected unit. Refer to Certificate for more information.
Degree -Degree (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Degree. If selected, the report will include the selected Degree and all Degree below the selected unit. Refer to Degree for more information.
Skill -Skill (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Skill. If selected, the report will include the selected Skill and all Skill below the selected unit. Refer to Skill for more information.
Group By - Select a Group By from the drop-down menu.

If all filter criteria are left blank, all Fiscal Year, Pay Code, Pay Period, Position Category, Tribe, Race, Religion, Certificate, Degree, Skill and Group By will be included in the Report, as well as the Employee Statistics allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Position Report

Overview

The Position report includes position information such as position id, position name and associated salary scale.

Generic positions are usually determined by the public service. This report is where all possible positions in the organization is detailed.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Position Report includes the following fields:

Report Field	Description
Fiscal Year	The Financial Year report for a specific year
Report Generation Date	The date the report was created
Report Generation Time	The time the report was created
User	The person who generates the report
Filter Criteria	Filter Criteria as entered under Deaparture Reason Report
Position Category	Generic positions that are managed by the public service and are generic.
Report To	Filter the positions that report to another Position.(Example: Manager)
Active Selected	The position is available
Group By	Grouping by position category. (Example: Manager)
Comment	Optional. Additional information about the position.
Position ID	Unique code that identifies the Position.
Position Name	Name of position. Short description of the name.
Active	The availability of the position.
Skills	This displays the skills of this position.
Certificates	A list of employee certificates
Maximum Allowed	Maximum number of positions allowed.
Scale Name	Name of scale level
Salary Scale	Defined levels that group salaries by amount.
Page	Patge number

Generation of the Report

The Position Report is designed to generate all position records in the organization.

To GENERATE the Open Position Report, follow the steps below:

Navigation

The Position Report includes the following filter criteria available for the report:

Active: If checked, the position is available.
Category: The Category (optional) can be selected using the Lookup icon , and Find icon to retrieve the Category. Refer to Position Category for more information.
Position: The Position (optional) can be selected using the Lookup icon , and Find icon to retrieve the Position. Refer to Generic Position for more information.
Report To: Report to (optional) can be selected using the Lookup icon , and Find icon to retrieve the reporting destination. Refer to Generic Position for more information.
Comments: Enter any additional information about the position if required.
Group By: Select a Group By value from the drop-down menu.
Report Type: Select a Report Type value from the drop-down menu.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Employee Position Actuals vs Capacity

Overview

This report shows the actual staff in post as well as the theoretical staff establishment. It also identifies the variance between the actual payroll and maximum payroll for a given Employee Position.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Employee Position Actuals vs Capacity Report includes the following fields:

Report Field	Description
Report Date	Date of report generation automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation automatically generated by system.
User	User who generates the report.
Page	Page Number.
Filter Criteria	Filter Criteria as entered under Employee Position Actuals Vs Capacity Report
Sort By	Not available for this report.
Employee Position	Employee Position Description linked to the Generic Position. Refer to Employee Position for more information.
ID	Employee Position ID. Refer to Employee Position for more information.
Generic Position Title	Generic Position Name.
Quota	The total allowed number of employees who can be in this Employee Position as entered under Employee Position.
Frozen	Limit below the quota set for exception circumstances as entered under Employee Position.
Start Date	Start date of this Employee Position as entered under Employee Position.
End Date	End date of this Employee Position as entered under Employee Position.
Salary Scale	Name of the Salary Scale associated to the Generic Position of the Employee Position.
Full Payroll	Payroll obtained by multiplying the salary of the highest Salary Scale Step of the Generic Position and the Quota.
Current Payroll (maximum)	Payroll obtained by multiplying the salary of the highest Salary Scale Step of the Generic Position and the number of employees linked to the Employee Position, via Employee Assignments.
Variance	Difference between the Full Payroll and the Current Payroll
Organization	Institution linked to the Employee Position, as enter under Employee Position.

Generation of the Report

This report shows the actual staff in post as well as the theoretical staff establishment.

To GENERATE the Employee Position Actuals vs. Capacity Report, follow the steps below:

Navigation

The Employee Position Actuals vs Capacity Report includes the following filter criteria available for the report:

Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the institution unit. If selected, the report will include the selected institution unit and all institutions below the selected unit. Refer to Institution more more information.
Generic Position - Generic Position (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Generic Position. Refer to Generic Position for more information.
Employee Position - Employee Position (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position.
Start Date - Start Date of the Employee Position (optional parameter) that can be selected by using the calendar icon . Refer to Employee Position for more information.
End Date - End Date of the Employee Position (optional parameter) that can be selected by using the calendar icon . Refer to Employee Position for more information.than can be selected using the calendar icon .

If all filter criteria are left blank, all Generic Positions, Employee Positions, Start Dates and End Dates will be included in the Report, as well as the Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Establishment Hierarchy Report

Overview

This report shows the Establishment (Employee Position) Hierarchy.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Establishment Hierarchy Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Filter Criteria	Filter Criteria as entered under the Establishment Hierarchy Report. Available filters are: Organization, Employee Position (ID or Title)
Sort by	Report parameter.
Employee Position	The system will group by the top level Employee Position ID
Organization	Department or Institution Name and ID.
Reports To	The title of the position that the Employee Position reports to, which is based on the target Employee Position.
Direct Reports	All Employee Positions who have as their attribute value pointing to this Employee Position.
Total Number of Employees for this Employee Position	All assignments who have this Employee Position, as of the report date

Generation of Report Fields

Overview

This report shows the Establishment (Employee Position) Hierarchy.

To GENERATE this report, follow the steps below:

Navigation

The Performance Monitoring Form Report includes the following filter criteria available for the report:

Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Institution unit. If selected, the report will include the selected Institution unit. Refer to Instituitons for more information.
Employee Position - Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit. Refer to Employee Position for more information.

If all filter criteria are left blank, all Institutions and Employee Positions will be included in the Report, as well as the Institutions and Employee Positions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Manpower Summary Report

Overview

The Manpower summary report allows the user to see a breakdown of Employee Position, the staff quota allowed per position and the number of men and women for each institution. The user will have the ability to select multiple institutions to report on.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Manpower Summary Report includes the following fields:

Report Fields	Description
Fiscal Year	12 month period used for accounting purposes (differs from calendar year).
Report Generation Date	Date of report generation automatically generated by the system.
Report Generation Time	Time of report generation automatically generated by the system.
User	User who generates the report.
Filtering Criteria	Filter Criteria as entered under the Manpower Summary Report.
Grouped by:	Grouped by Unit or Division.
Position ID	Unique String Code that identifies the Position.
Description	Employee Position Title.
Employee Code	The employee who has this assignment.
Employee Name	Employee last and first name.
Assignment #	System generated integer.
Utilization Rate %	Percentage of effort for the assignment. Values should be between 1 and 100. If an employee has 2 active assignments then the utilization should not surpass 100% between the two.
Seniority Date	This is date is the official date that seniority takes in effect.
Annual Salary	Annual salary of employee.
Salary Group	Unique identifier identifying the group.
Salary Classification	Level of salary identified by a unique integer and is determine by the combination of group-subgroup-level.
Salary Step	An integer that is unique to a particular group-subgroup and level that is to be used for salary increases.
Staff Quota Allowed	Amount of staff permitted.
Number of Men	Number of employees with the same employee position where there gender is MALE.
Number of Women	Number of employees with the same employee position where there gender is FEMALE.
Total # of employees for Position Junior Uniface Software Developer for MOF - Unit1	Total Number of employees with the same employee position.
Total # of employees for MOF	Number of employees within the grouping selected.

Generation of the Report

The Manpower Summary Report allows the user to see a breakdown of Employee Position, the staff quota allowed per position and the number of men and women for each institution.

To GENERATE the Manpower Summary Report, follow the steps below:

Navigation

The Manpower Summary Report includes the following filter criteria available for the report:

Category - Category unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Category unit. If selected, the report will include the selected Category unit and all Categories below the selected unit
Employee Position - Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit and all Employee Positions below the selected unit
Position - Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Position unit. If selected, the report will include the selected Position unit and all Positions below the selected unit
Employee - Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee unit. If selected, the report will include the selected Employee unit and all Employees below the selected unit
Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
Group By Institution Type - Select a Group By Institution Type from the drop-down menu

If all filter criteria are left blank, all Categories, Employee Positions, Positions, Employees, and Group By Institution Types will be included in the Report, as well as the Categories, Employee Positions, Positions, and Employees allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Leave Management

Leave Request Report

Overview

This report shows the list of employees who have requested leave. It also identifies the status of these requests, as well as the dates.

Definition of Report Fields

Generation of the Report

To GENERATE a Leave Request Report, follow the steps below:

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The Generation of the report includes the following filter criteria available for the report:

- To enter the Employee, if required, click on the Lookup icon , click on Find icon to retrieve the Employee list, then select the Employee.

- Choose the Status from the drop down menu

- Leave From Date - Leave From Date of the Leave Request (optional parameter) that can be selected by using the calendar icon

- Leave To Date - Leave To Date of the Leave Request (optional parameter) that can be selected by using the calendar icon

- Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function

-Group by Institution Type - Select a Group By Institution Type from the drop-down menu.

If all filter criteria are left blank, all Employee, Status, Leave From Date and Leave To Date will be included in the Report, as well as the Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Employee Leave Planning Report

Overview

The Employee Leave Planning Report allows the user to visualize the employee’s current leave entitlement balance, leave taken and the status of the leave request for a particular fiscal year.

An example of the report is shown below.

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Definition of Report Fields

The Employee Leave Planning Report includes the following fields:

Report Field	Description
Fiscal Year	Fiscal Year of report generation automatically generated by the system
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Filter criteria	Filter Criteria as entered under Employee Leave Planning Report
Group by	The system must allow grouping by Position ID. The default mandatory grouping will always be by Institution and Employee as mentioned in the section Notes for development.
Comment	A reviewer can provide comments
Entitlement Balance	This allows the user to filter by the entitlement balance for a particular Fiscal Year.
Request Start Date	Requested start date for the leave to start
Request End Date	Requested end date for the leave to end.
No of Days	This is system calculated. Returns the number of working days
Accumulated Benefits Affected	Indicates the accumulated benefits that will be affected
Current Balance	Displays the current balance for the selected Accumulated Benefits
Balance Before	Displays the balance for the selected Accumulated Benefits
Leave Status	Indicates the leave approval status

Generation of the Report

The Employee Leave Planning Report allows the user to visualize the employee’s current leave entitlement balance, leave taken and the status of the leave request for a particular fiscal year.

To GENERATE the Employee Leave Planning Report, follow the steps below:

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The Employee Leave Planning Report includes the following filter criteria available for the report:

Choose the Fiscal Year from the drop down menu
Choose the Status from the drop down menu
Choose the Situation Code Combination from the drop down menu
Leave Type - Employee leave type (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the employee leave type. If selected, the report will include the selected employee leave type and all leave types below the selected unit. Refer to Leave Type for more information.
Employee - Employee information is (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the employee information. If selected, the report will include the selected employee information unit and all employee information below the selected unit. Refer to Employee for more information.
Current Entitlement Balance - Enter the current entitlement balance in the text box
Comments - Enter the comments in the text box
Select the checkbox for group by Group By Organization unit
Choose the Organization Unit Level from the drop down menu
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list.
Sort the Employee ID by the preferred ascending and descending order using the red arrow icon.

If all filter criteria are left blank, all Leave Types and Employees will be included in the Report, as well as the Positions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Retirement Benefit Management

Retirement Benefits Plan Information Report

Overview

The purpose of this report is to give an employee the details of all the benefits one is entitled to receive, depending on the retirement type and according to the chosen benefit plan and optional benefits. A benefit plan may have benefits linked to deductions or not, this should also be reflected as part of this report.

This report is based on Employee Retirement Plan and other entities linked to this entity such as Retirement Benefit, Employee Beneficiary, Retirement type, Beneficiary type.

An example of the report is shown below.

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Definition of Report Fields

The Retirement Benefits Plan Information Report includes the following fields:

Report Field	Description
Date	Date of the publication.
User	The user creating the report.
Benefit Plan Name	Title of the benefit plan in question.
Benefit Plan Status	This attribute can take one of the following values: Created, Approval Requested, Rejected, Approved, Cancelled.
Name of Officer	Identification of authority responsible in issuing the plan.
Ministry/Agency/Dept	Organization responsible for isssuing the plan.
Current Job Position	Most recent job position of the employee receiving the plan.
Full Name	First and last name of the individual receiving the plan.
Date of Birth	Date of birth of the individual receiving the plan.
Type of Relation	Relation to the deceased of the individual receiving the plan.
Int Detail	Initial detail. Comments at the beginning of the process.
End Detail	End detail. Comments at the conclusion of the process.
Benefit	Name of the benefit receivable.
Estimated Amount	Estimated monetary value of the benefit.
Benefit Calculation Formula	Method of calculating the estimated amount.
Maximum Number of Payments	Maximum amount of periods to be paid to the beneficiary.
Applies to Dependents when still alive	Holds the value of 'Yes' or 'No'.
Retirement Type	The name of the type of retirement in question.
Mandatory	Indicates if the retirement was mandatory.

Generation of the Report

The purpose of this report is to give an employee the details of all the benefits that is entitled to receive depending on the retirement type and according to the chosen benefit plan and optional benefits.

To GENERATE the Retirement Benefits Plan Information Report, follow the steps below:

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The Retirement Benefits Plan Information Report includes the following filter criteria available for the report:

Employee - Employee unit that can be selected using the Lookup icon , and Find icon to retrieve the Employee unit. If selected, the report will include the selected Employee unit and all Employee below the selected unit. Refer to Employee for more information.
Comment - Enter additional comments in the space provided.

If all filter criteria are left blank, all Employees will be included in the Report, as well as the Employees allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Retirement Requests By Status Report

Overview

This report shows the retirement requests by status. This report is also useful as a retirement benefits payment forecasting tool.

An example of the report is shown below:

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Definition of Report Fields

The Retirement Requests by Status Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system.
Report Time	Time of report generation automatically generated by the system
User	User who generates the report.
Page	Page Number.
Status	Retirement Request status can be: Created, Validation Requested, Validation approved, Validation rejected, Calculated, Approval Requested, Rejected, Approved, Cancelled
Retirement Type	Retirement type can be: Voluntary, Retirement by Death, or Mandatory Retirement.
Period From	Report generation starting from date, period.
Period To	Report generation ending from date, period.
Request ID	System automatically generated number and unique identifier.
File Number	Physical File Number associated to this request.
Date Issued	Automatically assigned by the system, this is the date when this retirement request has been issued.
Effective Date	The effective date for this retirement request.
Applicant	The employee, full name, that is applying for this retirement request.
Retirement Type	This is used as a classification of the benefits, e.g. Pension, Death Gratuity, etc.
Periods in Service	Number days/hour/units an employee has worked for the institution.
Benefit	The benefit associated to this Retirement Request Benefit.
Payments	Maximum number of periods to be paid.
Amount Per Year	Amount per payment per year.
Total	Sum of all payments (amount per year) per applicant.

Generation of the Report

The Retirement Requests by Status Report shows the retirement requests by status. This report is also useful as a retirement benefits payment forecasting tool.

To GENERATE the Retirement Requests By Status Report, follow the steps below:

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The Retirement Requests By Status Report includes the following filter criteria available for the report:

Retirement Request - Retirement Request unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Retirement Request unit. If selected, the report will include the selected Retirement Request unit and all Retirement Requests below the selected unit
Applicant - Applicant unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Applicant unit. If selected, the report will include the selected Applicant unit and all Applicants below the selected unit
Retirement Type - Retirement Type unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Retirement Type unit. If selected, the report will include the selected Retirement Type unit and all Retirement Types below the selected unit
Status - Select a status from the drop-down menu
File Number - Enter a file number in the space provided
Period From - Enter the Period From (optional parameter) that can be selected by using the calendar icon
Period To - Enter the Period To (optional parameter) that can be selected by using the calendar icon
Retirement Date Issued - Enter the Retirement Date Issued (optional parameter) that can be selected by using the calendar icon
Retirement Effective Date - Enter the Retirement Effective Date (optional parameter) that can be selected by using the calendar icon
Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
Group By Institution Type - Select a Group By Institution Type from the drop-down menu
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance

If all filter criteria are left blank, all Retirement Requests, Applicants, Retirement Types, Statuses, File Numbers, Period From, Period To, Retirement Dates Issued, Retirement Effective Dates, and Group By Institution Types will be included in the Report, as well as the Retirement Requests, Applicants, and Retirement Types allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Retirement Benefits Calculation Report

Overview

The Retirement Benefits Calculation Report details all the employee benefit information according to the retirement type, description and the details for the calculation including the estimated amounts to receive based on the current assignments and salary scales.

An example of this report is shown below:

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Definition of Report Fields

The Retirement Benefits Calculation Report includes the following fields:

Report Fields	Description
Applicant ID	Retirement request ID is automatically generated.
Date	Current date and time.
User	Employee administering the retirement benefits calculation report.
Status	Retirement Request status can be: Created, Validation Requested, Validation approved, Validation rejected, Calculated, Approval Requested, Rejected, Approved, Cancelled
Name of Officer	Applicants, individual who is to receive the retirement benefits, first and last name.
Ministry/Agency/Dept/LG:	Ministry, Agency, Department, or Government, which the applicant is seeking retirement benefits from.
Appointment at date of retirement	Employee position or last assignment help before the date of retirement.
Date of Termination	End date of the assignment: the last day worked of the employee.
Retirement Date	The effective date for this retirement request.
Date of Birth	Employee birthday.
Age at Termination	Age of employee at termination.
Years	Age of employee in years.
Months	Age of employee in months.
Days	Age of employee in days.
Type of Retirement	Retirement type name can be: Voluntary, Retirement by Death, or Mandatory Retirement.
Length of Service	Number days/hour/units an employee has worked for the institution.
Months	Number of Months employee has worked for the institution.
Maximum Consecutive Service	Number of periods between the start date of the first assignment and the effective date of retirement.
Months	Number of months between the start date of the first assignment and the effective date of retirement.
Final Pensionable Emoluments	Final pensionable salary or wage.
Scale	Salary scale of employee at retirement.
Benefit	Retirement benefit name.
Benefit Calculation Formula	Retirement benefit calculation formula.
Maximum Number of Payments	Maximum number of pension payments, which is determine during pension calculation. If there is no maximum then the benefit will be paid until the death of the employee.
Beneficiaries	Individual(s) who are to receive the retirement benefit (Applicable when the benefit goes to the employee's beneficiaries).
Amount Awarded per pay period	Pension amount awarded per pay period.
Amount Awarded Annually	Pension amount awarded annually.
Full Name	Last Name and Full Name of beneficiary.
Date of Birth	The beneficiary's date of birth.
Guardian/Responsible	Guardian of beneficiary.
Amount Awarded	Amount of pension awarded to a given beneficiary.
S1	Total of annual benefits.
Total Annual Benefits	Amount awarded per pay period x the number of pay periods in a year.
Date	Date signed by the Principal Pensions Officer.
Principal Pensions Officer	Signature of Principal Pensions Officer
Examined Date	Date Retirement Request was by the Auditor General.
Auditor General	Signature of Auditor General
Date	Date of signature from the Permanent Secretary for Ministry of Public Service.
Reference	Reference Code.
Permanent Secretary for Ministry of Public Service	Signature of Permanent Secretary for Ministry of Public Service.

Generation of the Report

The Retirement Benefits Calculation Reports details all the employee benefit information according to the: retirement type, description and the details for the calculation including the estimated amounts to receive based on the current assignments and salary scales.

To GENERATE the Retirement Benefits Calculation Report, follow the steps below:

Navigation

The Retirement Benefits Calculation Report includes the following filter criteria available for the report:

Employee - Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee unit. If selected, the report will include the selected Employee Unit and all Employees below the selected unit. Refer to Employees for more information.

If all filter criteria are left blank, all Employees will be included in the Report, as well as the Employees allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Total Benefits Awarded per Pay Period Report

Overview

This report will give a summary of benefits awarded by a pay period range.

An example of this report is shown below.

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Definition of Report Fields

The Total Benefits Awarded per Pay Period Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report.
Page	Page Number.
Period From	Report generation starting from date, period.
Period To	Report generation ending from date, period.
Coding Block	Financial coding block.
Benefit	Retirement benefit is used as a classification of the benefits, e.g. Pension, Death Gratuity,Commuted Pension Gratuity, Pension Monthly Payments etc.
# of Retirees	This is the number of retirees that have the status 'started' or 'pending' or 'suspended'.
Actuals	The sum in cost items per period where the pay period between 'pay period from' and 'pay period to'.
Forecasts	The records in automatic cost item where: employee, cost item, and end date > last pay period finalized and end date <= pay period from.
Total	The sum of individuals departments actuals, forecasts, and total benefits amount.
Grand Total	The sum of all departments actuals, forecasts, and total benefits amount.
Total Benefit Amount	The sum of actuals and forecasted amounts by department.

Generation of the Report

The Total Benefits Awarded per Pay Period Report will give a summary of benefits awarded by a pay period range.

To GENERATE the Total Benefits Awarded per Pay Period Report, follow the steps below:

Navigation

The Total Benefits Awarded per Pay Period Report includes the following filter criteria available for the report:

Fiscal Year - Select a Fiscal Year from the drop-down menu
Pay Code - Select a Pay Code from the drop-down menu
Period From - Select a Period From out of the drop-down menu
Period To - Select a Period To from the drop-down menu
Situation Code Combination - Situation Code Combination unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Situation Code Combination unit. If selected, the report will include the selected Situation Code Combination unit and all Situation Code Combinations below the selected unit
Employee - Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee unit. If selected, the report will include the selected Employee unit and all Employees below the selected unit
Cost Item - Cost Item unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Cost Item unit. If selected, the report will include the selected Cost Item unit and all Cost Items below the selected unit
Group By - Select a Group By from the drop-down menu
Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
Group By Institution Type - Select a Group By Institution Type from the drop-down menu

If all filter criteria are left blank, all Fiscal Years, Pay Codes, Periods From, Periods To, Situation Code Combinations, Employees, Cost Items, Group By, and Group By Institution Types will be included in the Report, as well as the Situation Code Combinations, Employees, and Cost Items allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Performance Appraisal Management

Job Evaluation Report

Overview

Job Evaluation Form is used to analyze the personnel requirements for a given Employee Position. This report shows the job position information for an Institution, as well as Degrees, Certificates, Skills, Financial Information and Salary Ranges.

An example of the report is shown below:

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Definition of Report Fields

The Job Evaluation Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number.
Posititon ID	Employee Position ID. Refer to Employee Position for more information.
Job Title	Description of the position. Refer to Employee Position for more information.
Reports To	The person that the employee will report to. Refer to Employee Position for more information.
Work Location ID	The location ID for the position. A position can have one or have no work location. Refer to Employee Position for more information.
Start Date	Start date of this Employee Position as entered under Employee Position .
End Date	End date of this Employee Position as entered under Employee Position .
Institution	The organization unit that the position belongs to. Refer to Employee Position for more information.
Work Location Name	The name of the work location for the position. Refer to Employee Position for more information.
Description	Job description as entered under Employee Position.
Number of Years of Experience	Required number of years of experience as entered under Generic Position.
Salary Scale	Salary scale linked to this employee position as entered under Cost Item Scale Group.
Cost Item Scale	Cost Item Scale that is linked to this employee position as entered under Cost Item Scale.
Level	The level associated with the cost item scale.
Effective Date	This is the date the collective agreement was signed
Step	Cost Item Scale Step
Minimum Amount	The minimum monetary amount for the step
Maximum Amount	The maximum monetary amount for the step
Default Amount	The default amount for the step.
Degree Description	The description of all degrees linked to the employee position, as entered under Employee Position .
Certificate Description	The description of all certificates linked to the employee position, as entered under Employee Position.
Mandatory Certificates	The system will determine if a certificate is mandatory according to what is entered under Employee Position.
Skills Description	The description of all certificates linked to the employee position, as entered under Employee Position.
Mandatory Skills	The system will determine if a skills is mandatory according to what is entered under Employee Position.
Position Financial Coding Block	The Coding Block code linked to the employee position as entered under Employee Position.
Percentage	The percentage associated with the coding block code, as entered under Employee Position. When there is only 1 financial coding block, then the percentage is 100. When there are many lines of financial coding block, the sum of all the lines must add up to 100 percent.

Generation of the Report

The Job Evaluation Form is used to analyze the personnel requirements for a given Employee Position.

To GENERATE a Job Description Report, follow the steps below:

Navigation

The Job Evaluation Report includes the following filter criteria available for the report:

Employee Position - Generic Position (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. Refer to Employee Position for more information.
Institution - institution can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. Refer to Institution for more information.
Coding Block - coding block (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the coding block.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Target Setting Form Report

Overview

This report generates a Target Setting Form that includes information such as Name, Job title, Directorate, Section, Institution,Time frames, Key Deliverables, Targers for the Year, and Employee and Manager Signatures.

An example of the report is shown below.

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Definition of Report Fields

The Target Setting Form Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Employee ID	The identification number of the employee
Employee Name	The name of the employee associated to the identification number
Position ID	The identification number of the position
Position Title	Position description
Main Responsibilities	Brief description of the duties and responsibilities associated to the position of the employee
PA Start Date	The date that the performance appraisal process begins
PA End Date	The date that the performance appraisal process finishes
Objective	Provides the name of the objective of the performance appraisal
In Personal Learning Plan?	Indication of an associated Personal Learning Plan
Action Plan	Provides the Action Plan of the performance appraisal
Yardstick / Performance Measures	Provides a measurement criteria associated to the performance appraisal
Timeframe	Defines a target date for the performance appraisal
Employee Name	The name of the employee being critiqued
Employee Signature	The personal signature of the employee
Appraiser's ID and Name	The name and identification number of the appraiser
Appraiser's Signature	The personal signature of the appraiser
E-mail	The e-mail address of the appraiser

Generation of the Report

The Target Setting Form Report generates a Target Setting Form that includes information such as Name, Job title, Directorate, Section, Department, Time frames, Key Deliverables, Targets for the Year and Employee and manager signatures.

To GENERATE the Target Setting Form Report, follow the steps below:

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The Target Setting Form Report includes the following filter criteria available for the report:

Employee Position - Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position and all Employee Positions reporting to the selected Employee Position. Refer to Employee Position for more information.
Institution - Select Institution from available list.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Performance Monitoring Form Report

Overview

This report generates a Performance Monitoring Form that includes the following information: Name, Job Title, Directorate / Section / Department (organization/institution), Key target areas for the month/year, Achievements and Shortfalls, Action Plan, and Employee and Manager signatures.

An example of the report is shown below.

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Definition of Report Fields

The Performance Monitoring Form Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Environment	The environment that the Performance Monitoring Form is being held in.
Filter	Filter Criteria as entered under the Performance Monitoring Report
Employee ID	Employee's unique identification code
Employee Name	Name of Employee or Civil Servant
Schedule Period	Name of starting period (e.g. 1st Half)
Period Start	Date it starts (e.g. Jan 1, 2008)
Position ID	Employee Position unique identification number
Position Title	Current Job Title of employee.
PA Start Date	Actual Start Date of Performance Appraisal.
PA End Date	Actual End Date of Performance Appraisal.
Main Responsibilities	Description of job responsibilities
Achievements	Information of Employee's Achievements.
Objective	Performance Appraisal objective name
Timeframe	The target date associated with the given performance appraisal objective
In Personal Learning Plan?	indication of an associated Personal Learning Plan
Status	Status of Performance appraisal.
Original Action Plan	Action plans, if any, for the given objective
Yardstick / Performance Measures:	General text on what will be measured
Action Plan / Appraiser Commentary	Action plan for this objective (what employee will deliver) and/or appraiser's comments.
Employee Name	Employee's name.
Employee Signature	Employee's Signature.
Appraiser's ID and Name	Appraiser's unique identification code
Appraiser's Signature	Signature of Appraiser(s)

Generation of the Report

Overview

This report generates a Performance Monitoring Form that includes the following information: Name, Job title, Directorate / Section / Department (organization/institution), Key target areas for the month/year, Achievements and shortfalls, Action plan and way forward to meet shortfalls, and Employee and manager signatures.

To GENERATE this report, follow the steps below:

Navigation

The Performance Monitoring Form Report includes the following filter criteria available for the report:

Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Institution unit. If selected, the report will include the selected Institution unit. Refer to Instituitons for more information.
Employee Position - Employee Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit. Refer to Employee Position for more information.
Performance Appraisal Schedule Period - Performance Appraisal Schedule Period unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Performance Appraisal Schedule Period unit. If selected, the report will include the selected Performance Appraisal Schedule Period unit. Refer to Performance Appraisal Schedule for more information.

If all filter criteria are left blank, all Institutions, Employee Positions, and Performance Appraisal Schedule Periods will be included in the Report, as well as the Institutions, Employee Positions, and Performance Appraisal Schedule Periods allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Promotion Management

Promotion Policy Based Report

Overview

This report shows a list of employees who are eligible for a Promotion based on the Promotion Policy. This report can be filtered by various parameters such as the Employee Position, Institution, etc.

An example of the report is shown below.

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Definition of Report Fields

The Promotion Policy Based Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system.
Report Time	Time of report generation automatically generated by the system.
User	User who generates the report.
Page	Page Number.
Filter Criteria	Filter Criteria as entered under the Promotional Proposal Report.
Sort By	The method of organization within the report.
Report Based on Date	Date reflecting the report information.
Policy ID	Unique identification number of the promotion policy.
Policy Description	Brief description of the promotion policy
(Min) Number of Days	Minimum number of days required to be eligible for promotion.
Employee ID	Unique identification number for the employee.
Employee Name	First and last name of the employee.
Current Employee Position	The employee's current position.
Proposed On	Date the promotion policy is proposed on.
Eligible Date	Date that the Employee meets the Promotion Policy requirement.
Nbr of Days Passed Eligibility	Duration (in days) that the proposed promotion is passed the eligible date, based on the date entered under "Date Basis".

Generation of the Report

The Promotion Proposal Report shows a list of employees who are eligible for a Promotion based on the Promotion Policy.

To GENERATE a Promotion Proposal Report, follow the steps below:

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The Promotion Proposal Report includes the following filter criteria available for the report:

Generic Position - Generic Position unique identification number (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Generic Position unique identification number. If selected, the report will include the selected Generic Position unique identification number and all Generic Positions reporting to the selected Generic Position. Refer to Generic Position for more information.
Employee Position - Employee Position unique identification number (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unique identification number. If selected, the report will include the selected Employee Position unique identification number and all Employee Positions reporting to the selected Employee Position. Refer to Employee Position for more information.
Date Basis - Enter Date that can be selected by using the Calendar icon .
Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
Group By Institution Type - Select a Group By Institution Type from the drop-down menu
Sort the Employee ID by the preferred ascending and descending order using the red arrow icon.

Sort the Organization by the preferred ascending and descending order using the red arrow icon.
If all filter criteria are left blank, all Promotion Proposal Details will be included in the Report, as well as the Promotion Details allowed by the report user security profile.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Recruitment Management

Open Position Report

Overview

The Open Position report is designed to generate all open position records in the organization. This indicates the number of positions open to fill.

An example of the report is shown below.

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Definition of Report Fields

The Open Position Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by system. The date format is defined using a general parameter of the system
Report Time	Time of report generation automatically generated by system
User	User who generates the report
Page	Page Number
Filter Criteria	Filter Criteria as entered under the Open Position Report
Sort By	Not available for this report
Employee Position	Employee Position Description linked to the Generic Position
ID	Employee Position ID
Generic Position Title	Generic Position Name
Quota	The total allowed number of employees who can be in this Employee Position as entered under Employee Position
Frozen	Limit below the quota set for exception circumstances as entered under Employee Position
Start Date	Start date of this Employee Position as entered under Employee Position
End Date	End date of this Employee Position as entered under Employee Position
Comments	Enter Remarks
Group By	Sorting the groups
Cost Item Scale	Describes the cost item scale
Union	Display the name of the Union. Position can only have one association. The association allowed here is of type Union
Organization	Institution linked to the Employee Position, as enter under Employee Position
Coding Block	A position has a collection of 1 to many position financial coding block, if more than one Coding Block is related to the position, the system will present it as a collection of string within the same row, separated by semicolon '; ' as showed in the mockup
Work Location	A position can have zero or one work location
Fiscal Year	The full operating year of an organization for accounting purposes
Active Assignment On Report Date	Start date of Assignment greater or equal to report date
Open Positions	Start date of Assignment greater or equal to report date. End Date greater or Equal or Nil report date

Generation of the Report

The Open Position Report is designed to generate all open position records in the organization.

To GENERATE the Open Position Report, follow the steps below:

Navigation

The Open Position Report includes the following filter criteria available for the report:

Enter the new Open Position Report information. Fields with an asterisk are mandatory fields.

Show Only Open Positions: Click the checkbox, as required.
Report Type: (mandatory parameter) Select the preferred report type using the drop-down box, detailed or summary.
Institution: Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Institution unit. If selected, the report will include the selected Institution unit and all Institutions below the selected unit. Refer to Institutions for more information.
Employee Position: Employee Position (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. If selected, the report will include the selected Employee Position and all Employee Positions below the selected unit. Refer to Employee Position for more information.
Position: Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Position. If selected, the report will include the selected Position and all Positions below the selected unit. Refer to Generic Position for more information.
Coding Block: Coding Block unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Coding Block unit. If selected, the report will include the selected Coding Block unit and all Coding Blocks below the selected unit.
Comments: Enter comments related to the report in the space provided.
Group By: Select a Group By value from the drop-down menu.
Sort By: Sort the Employee Position ID by the preferred ascending and descending order using the red arrow icon

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons

Recruitment Requisition Match Report

Overview

This report allows users to visualize the internal employee or external candidates who are matching the requirement of a recruitment requisition. It returns all the internal employees or external candidates that match the degrees, certificates or the skills linked to the employee position that is linked to the recruitment requisition. It provides different filter option to generate a specific report.

A screenshot of the Recruitment Requisition Match Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to installed revision, System Parameters and Rendering Control configuration.

Users access Recruitment Requisition Match Report from within the menu through this navigation path: Human Resource ► Reports ► Recruitment Management ► Recruitment Requisition Match Report.

Filters

The following table lists and describes all filter fields for the Recruitment Requisition Match Report in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Recruitment Requisition	It allows application users to select the recruitment requisition using lookup feature or can enter manually.
Recruitment Requisition Requirements	It lists the recruitment requisition requirements and allows users to select it as a filter.
Priority Enrolment Type	It lists the priority enrolment type and allows users to select it as a filter.
Include Internal Candidates	By default it is checked, if it is unchecked then the internal candidates get excluded in the report.
Include External Candidates	By default it is checked, if it is unchecked then the external candidates get excluded in the report.
Include Priority Enrolment	By default it is checked, if it is unchecked then priority enrollment get excluded in the report.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Recruitment Requisition Match Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Requisition Number	It displays the requisition identification number.
Position Name	Display the employee position name.
Requisition Status	Display the status of the recruitment requisition.
External Dates	Display the date.
Internal Dates	Display the date.
Quantity	Displays the number of available positions for a specific position.
Institution	Display the name of the institution listed in the employee position.
Mandatory Requirements	It displays the mandatory position requirements (Skills, Certificates, Degrees).
Mandatory Skills	Lists mandatory skills for the open position.
Mandatory Certificates	Lists mandatory certificate for the open position.
Mandatory Degrees	Lists mandatory degree for the open position.
Priority Candidate Section
Source	It displays the position source.
Last Name	Diplays the employee last name.
First Name	Diplays the employee first name.
Region	It displays the employee region from the main address.
Date Applied	Diaplays the applied date.
Match Reason	Display the reason why the employee is retrieved in the list.
Regular Candidate Section
Source	It displays the position source.
Last Name	Diplays the employee last name.
First Name	Diplays the employee first name.
Region	It displays the employee region from the main address.
Date Applied	Diaplays the applied date.
Match Reason	Display the reason why the employee is retrieved in the list.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML format.
	The Lookup tool allows users to browse and select existing items. It is used to select the recruitment requisition.

Recruitment Requisition Report

Overview

This report shows the recruitment requisition general information, required Degrees, Certificates and Skills, Salary Scale, Financial Information and Comments.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Recruitment Requisition Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number
Job Reference Number	Job unique identification number
Reports to	The person recieving the recruitment requisition
Positions reporting to this position	Other job positions refrencing to a different job position
Organization	The name of the hiring organization
Work Location	The location where the job position will be held
Situation Code	Indicates if its full time or part time position
Requistion Date	Describes the date when the requisition took place
Plan Hire Date	The planned hiring date
Internal End Date	The last day to terminate the contract internally
External Start Date	The last day to terminate the contract externally
Quantity	The number of positions available
Minimum Score	The lowest score acceptable
Status	The status can be open or close
Recruiter	The person conducting the requisition
Recruiter Contact	The recruiter contact method and information
Requestor	The person requesting the requisition
Requestor Contact	The requestor contact method and information
Job Description	Brief text describing the job
Number of Years Experience	The knowledge experience in a specific field

Generation of the Report

The Recruitment Requisition Report shows the recruitment requisition general information, required degrees, certificates and skills, salary scale, financial information and comments.

To GENERATE the Recruitment Requisition Report, follow the steps below:

Navigation

The Recruitment Requisition Report includes the following filter criteria available for the report:

Recruitment Requisition - Recruitment Requisition (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Recruitment Requisition . If selected, the report will include the selected Recruitment Requisition
Position - Position (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Position. If selected, the report will include the selected Position
Recruiter - Recruiter (optional parameter)can be selected using the Lookup icon , and Find icon to retrieve the Recruiter. If selected, the report will include the selected Recruiter
Contractor - Contractor (optional parameter)can be selected using the Lookup icon , and Find icon to retrieve the Contractor . If selected, the report will include the selected Contractor
Requester - Requester (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Requester. If selected, the report will include the selected Requester
Recruitment Status - Select Recruitment Status from drop-down menu
Planned Hire Date From - Enter the Planned Hire Date From (optional parameter) that can be selected by using the calendar icon
Planned Hire Date To - Enter the Planned Hire Date To (optional parameter) by using the calendar icon
Coding Block - Coding Block (optional parameter)can be selected using the Lookup icon , and Find icon to retrieve the Coding Block. If selected, the report will include the selected Coding Block
Comments - Enter comments related to recruitment requisition into the space provided.
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance
Sort the Recruitment Requisition by the preferred ascending and descending order using the red arrow icon.

If all filter criteria are left blank, all Recruitment Requisitions, Positions, Recruiter, Contractors, Requesters, Coding Blocks allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Recruitment Requisition Summary Report

Overview

This report shows the recruitment requisition summary of all recruitment requisitions.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Recruitment Requisition Summary Report includes the following fields:

Report Fields	Description
Report Date	Indicates date of report generation. This value is automatically generated by system.
Report Period	Start date and end date for summary generation.
User	User who generates the report.
Page	Page Number.
Requisition Date	Date requisition was created. This date is populated with the system date and can be modified by the user.
Recruitment Requisition #	It is unique number to identify a new requisition. This number is auto generated.
Position ID	Unique String Code that identifies the Position. This number is either only numbers or alphanumeric.
Position Name	Employee Position Title.
Institution	User’s Institution.
Work Location	Name of work location.
Situation Code	Must be able to pick 1 from situation code combination.
Planned Hired Date	Date new hire to start - must be greater then requisition system date.
Internal End Date	Date the internal posting ends - must be greater then requisition system date.
External End Date	Date the external posting ends - must be greater than requisition system date.
Qty	Number of hires.
Recruitment Status	Status of Recruitement, can be: Open, Submit, Approved, Declined, Post, Pending, Interview, Selection, Assessment, Offer Pending Closed

Generation of the Report

The Recruitment Requisition Summary Report shows the recruitment requisition summary of all recruitment requisitions.

To GENERATE the Recruitment Requisition Summary Report, follow the steps below:

Navigation

The Recruitment Requisition Summary Report includes the following filter criteria available for the report:

Position - Position unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Position unit. If selected, the report will include the selected Position unit and all Positions below the selected unit
Recruiter - Recruiter unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Recruiter unit. If selected, the report will include the selected Recruiter unit and all Recruiters below the selected unit
Contractor - Contractor unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Contractor unit. If selected, the report will include the selected Contractor unit and all Contractors below the selected unit
Requester - Requester unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Requester unit. If selected, the report will include the selected Requester unit and all Requesters below the selected unit
Recruitment Status - Select a recruitment status from the drop-down menu
Planned Hire Date From - Enter the Period From (optional parameter) that can be selected by using the calendar icon
Planned Hire Date To - Enter the Period To (optional parameter) that can be selected by using the calendar icon
Comments - Enter the comments in the space provided
Sort By - Sort the Recruitment Requisition by the preferred ascending and descending order using the red arrow icon

If all filter criteria are left blank, all Positions, Recruiters, Contractors, Requesters, Recruitment Statuses, Planned Hire Dates From, Planned Hire Dates To, and Comments will be included in the Report, as well as the Positions, Recruiters, Contractors, and Requesters allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Job Description Report

Overview

This report shows the general job description information for an Institution, as well as Degrees, Certificates, Skill and Financial Information.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Job Description Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number.
Posititon ID	Employee Position ID. Refer to Employee Position for more information.
Job Title	Name of the position. Refer to Employee Position for more information.
Reports To	The person that the employee will report to. Refer to Employee Position for more information.
Work Location ID	The location ID for the position. A position can have one or have no work location. Refer to Employee Position for more information.
Start Date	Start date of this Employee Position as entered under Employee Position.
End Date	End date of this Employee Position as entered under Employee Position.
Institution	The organization unit that the position belongs to. Refer to Employee Position for more information.
Work Location Name	The name of the work location for the position. Refer to Employee Position for more information.
Description	Job description as entered under Employee Position.
Number of Years of Experience	Number of years of experience as entered under Generic Position.
Degree Description	The description of all degrees linked to the employee position, as entered under Employee Position.
Certificate Description	The description of all certificates linked to the employee posititon, as entered under Employee Position.
Mandatory Certificates	The system will determine if a certificate is mandatory according to what is entered under Employee Position.
Skills Description	The description of all certificates linked to the employee position, as entered under Employee Position.
Mandatory Skills	The system will determine if a skills is mandatory according to what is entered under Employee Position.
Position Financial Coding Block	The Coding Block code linked to the employee position as entered under Employee Position.
Percentage	The percentage associated with the coding block code, as entered under Employee Position. When there is only 1 financial coding block, then the percentage is 100. When there are many lines of financial coding block, the sum of all the lines must add up to 100 percent.

Generation of the Report

The Job Description report shows the general job description information for an Institution.

To GENERATE a Job Description Report, follow the steps below:

Navigation

The Job Description Report includes the following filter criteria available for the report:

Institution - institution can be selected using the Lookup icon , and Find icon to retrieve the Institution. Refer to Institution for more information.
Employee Position - Employee Position (optional field) can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. Refer to Employee Position for more information.
Coding Block - coding block (optional field) can be selected using the Lookup icon , and Find icon to retrieve the coding block.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Applicant List Report

Overview

This report shows the applicant list derived from the applications from Internal Recruitment, External Recruitment and Promotion Proposals of a recruitment requisition.

An example of the report is shown below:

Navigation

Definition of Report Fields

The Applicant List Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Period	Period of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Application Date	Date the applicant applied for the position
Recruitment Requisition #	Number associated to the recruitment requisition
Position ID	Unique identification code related to the position
Position Name	Title of the job being applied for
Internal Employee ID	Unique identification code related to the internal employee
External Applicant ID	Unique identification code related to the external applicant
Promotion Applicant ID	Unique identification code related to the promotion applicant
Prefix	Designates the introduction of the applicant (ex. Mr., Mrs., etc.)
First Name	Applicant's first given name
Last Name	Applicant's last given name

Generation of the Report

The Applicant List Report shows the applicant list from application from internal recruitment, external recruitment and recommended promotions to a recruitment requisition.

To GENERATE the Applicant List Report, follow the steps below:

Navigation

The Applicant List Report includes the following filter criteria available for the report:

Recruitment Requisition - Recruitment Requisition (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Recruitment Requisition unit. If selected, the report will include the selected Recruitment Requisition
Employee Position - Employee Position (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Employee Position unit. If selected, the report will include the selected Employee Position unit
Internal Applicant - Internal Applicant (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Internal Applicant unit. If selected, the report will include the selected Internal Applicant
External Applicant - External Applicant (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the External Applicant unit. If selected, the report will include the selected External Applicant
Promotion Candidate - Promotion Candidate (optional parameter)can be selected using the Lookup icon , and Find icon to retrieve the Promotion Candidate unit. If selected, the report will include the selected Promotion Candidate
Recruiter - Recruiter (optional parameter)can be selected using the Lookup icon , and Find icon to retrieve the Recruiter unit. If selected, the report will include the selected Recruiter

If all filter criteria are left blank, all Recruitment Requisitions, Employee Positions, Internal Applicants, External Applicants, Promotion Candidates, and Recruiters will be included in the Report, as well as the Recruitment Requisitions, Employee Positions, Internal Applicants, External Applicants, Promotion Candidates, and Recruiters allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Candidate Short List Report

Overview

The Candidate Short List report allows the user to view the interview status of all the applicants (Internal or External) short-listed for a particular recruitment requisition. From the report, the user would be able to visualize the interview Date, Status, Score and all the different interviewer’s Comments and Individual Scoring.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Candidate Short List Report includes the following fields:

Report Fields	Description
Fiscal Year	The accounting year period for the position
Report Generation Date	Date of report generation automatically generated by the system
Report Generation Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Filter By	Filter Criteria as entered under the Candidate Short List Report
Applicant ID	Unique identification code related to the applicant
Applicant Name	The name of the applicant who applied for a position
Applicant Type	The type of applicant (ex. internal, external, etc.)
Interview Status	The current status of an interview (ex. completed, in progress, etc.)
Interview Date	The date the interview took place
Interviewer	The person who performs the interview
Interviewer's Job Title	The position that the interviewer holds with the company
Score	The score the applicant obtained during the interview
Comment	Comments related to the interview

Generation of the Report

The Candidate Short List report allows the user to view the interview status of all the applicants (Internal or External) short-listed for a particular recruitment requisition.

To GENERATE the Candidate Short List Report, follow the steps below:

Navigation

The Candidate Short List Report includes the following filter criteria available for the report:

Report Type - Select a report type from the drop-down menu
Total Score - Enter the total score in the space provided
Interview Status - Select an interview status from the drop-down menu
Recruitment Requisition - Recruitment Requisition unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Recruitment Requisition unit. If selected, the report will include the selected Recruitment Requisition
Employee Position - This field is system generated and is not editable

If all filter criteria are left blank, all Report Types, Total Scores, Interview Statuses, Recruitment Requisitions, and Employee Positions will be included in the Report, as well as the Recruitment Requisitions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

External Applicant Report

Overview

The External Applicant report allows the user to view the details of potential external employees who have applied to a job posting.

An example of the report is shown below.

Navigation

Definition of Report Fields

The External Applicant Report includes the following fields:

Report Fields	Description
Fiscal Year	The accounting year period for the position
Report Generation Date	Date of report generation automatically generated by the system
Report Generation Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Requisition No.	The number associated to the requisition
Position	The job position the applicant applied for
Name Prefix	Designates the introduction of the applicant (ex. Mr., Mrs., etc.)
First Name	Applicant's first name
Last Name	Applicant's last name
Address	Applicant's location of residence
Date of Birth	The date the applicant was born
Place of Birth	The location the applicant was born
Nationality/Citizenship	Country which the applicant has citizenship with
Job Level	The level of responsibility (ex. team leader, project manager, etc.)
Job Type	The level of job experience needed (ex. experienced, educational knowledge, etc.)
Schedule Preference	Defines the type of hours for the schedule (ex. full-time, part-time, etc.)

Generation of the Report

The External Applicant Report allows the user to view the detail of potential employees who have applied for a vacant job based on a job posting.

To GENERATE the External Applicant Report, follow the steps below:

Navigation

The External Applicant Report includes the following filter criteria available for the report:

Report Type - Select a report type from the drop-down menu
Requisition - Requisition unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Requisition unit. If selected, the report will include the selected Requisition
Position - This field is system generated and is not editable
Group By Organization Unit - Click the Group By Organization Unit checkbox to enable this function
Group By Institution Type - Select a Group By Institution Type from the drop-down menu

If all filter criteria are left blank, all Report Types, Requisitions, Positions, and Group By Institution Types will be included in the Report, as well as the Requisitions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Job Offer Summary Report

Overview

The Job Offer Summary Report shows the status of all job offers.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Job Offer Summary Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Period	Period of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Job Offer ID	Unique identification code related to the job offer
Job Offer Date	The date the job was offered to the applicant
Recruitment Requisition #	Number associated to the recruitment requisition
Position ID	Unique identification code related to the position
Position Name	Title of the job being applied for
Internal Employee ID	Unique identification code related to the internal employee
External Applicant ID	Unique identification code related to the external applicant
Prefix	Designates the introduction of the applicant (ex. Mr., Mrs., etc.)
First Name	Applicant's first given name
Last Name	Applicant's last given name
Institution	The institution associated to the position in the job offer (ex. Office of the President, Finance, etc.)
Job Offer Expiry Date	The date when the job offer expires
Status	Defines the current status of the job offer (ex. Accepted, Declined, Pending, etc.)

Generation of the Report

The Job Offer Summary Report shows the status of all job offers.

To GENERATE the Job Offer Summary Report, follow the steps below:

Navigation

The Job Offer Summary Report includes the following filter criteria available for the report:

Position - Position (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Position. If selected, the report will include the selected Position
Recruiter - Recruiter (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Recruiter. If selected, the report will include the selected Recruiter
Contractor - Contractor (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Contractor. If selected, the report will include the selected Contractor
Requester - Requester (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Requester. If selected, the report will include the selected Requester
Internal Applicant - Internal Applicant (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Internal Applicant. If selected, the report will include the selected Internal Applicant
External Applicant - External Applicant (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the External Applicant. If selected, the report will include the selected External Applicant
Institution - Institution (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Institution. If selected, the report will include the selected Institution
Status - Select the status from the drop-down menu.
From Expiration Date - Enter the From Expiration Date (optional parameter) by using the calendar icon
To Expiration Date - Enter the To Expiration Date (optional parameter) by using the calendar icon
Comment - Enter comments to the Job Offer Summary Report, as required.
Sort By - Sort the Recruitment Requisition by the preferred ascending and descending order using the red arrow icon

If all filter criteria are left blank, all Positions, Recruiters, Contractors, Requesters, Internal Applicants, External Applicants, Institutions, Statuses, From Expiration Dates, To Expiration Dates, and Comments will be included in the Report, as well as the Positions, Recruiters, Contractors, Requesters, Internal Applicants, External Applicants, and Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Succession Planning

Succession Analysis Report

Overview

This report shows a list of employees which have certain key positions in their Career Path and displays their missing Skills and Certificates and Matching Percentage (according to succession weightings) in order to be eligible to obtain such a position.

An example of the report is shown below:

Navigation

Definition of Report Fields

The Succession Analysis Report includes the following fields:

Report Field	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Filter Criteria	Filter Criteria as entered under Succession Analysis Report
Sort By	Used to sort the report by a specific criteria
ID	Unique identification code related to the position
Name	Employee Position Title
Job Description	Job description of the position
Required Position Skills	This list must display all the skills from Generic position and the user must be able to add more skills if they wish to do so. However they cannot add a skill that is already in Generic positions
Weight	The weight that every skill has for this report
Mandatory Position Certificates	This list must display all the certificates from Generic position and the user must be able to add more certificates if they wish to do so. However they cannot add a certificate that is already in Generic positions
Weight	The weight that every certificate has for this report
Employee ID	The system will display Employee ID for those employees which have the selected position (in the Target Position filter) in their career path
Employee Name	The system will display Employee First and Last Name
Current Position	The system will display the Employee Position Job Title. The system will display the position which have the selected position (in the Target Position’ filter) in their career path
Missing Skills	The system will display the Required Position Skills that are not included in the Employee Skills under the Employee screen
Missing Certificates	The system will display the Mandatory Position Certificates that are not included in the Employee Certificates under the Employee screen
% Skills and Certificates Matching	The system will display the sum of skills and certificate weights for the employee

Generation of the Report

The Succession Analysis report shows a list of employees which have certain key positions in their career path and displays their missing skills and certificates and matching percentage (according to succession weightings) in order to be eligible to obtain such a position.

To GENERATE the Succession Analysis Report, follow the steps below:

Navigation

The Succession Analysis Report includes the following filter criteria available for the report:

Institution - Institution (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Institution. If selected, the report will include the selected Institution
Employee Position - Employee Position (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the Employee Position. If selected, the report will include the selected Employee Position
% Skills and Certificates Matching - Enter to display the sum of skills and certificate weights.

If all filter criteria are left blank, all Organizations, Position IDs, and % Skills and Certificates Matching will be included in the Report, as well as the Institutions and Employee Positions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Career Standing Individual Report

Overview

This report shows employee Career Path information, including Current Position, and Target Position.

An example of the report is shown below.

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Definition of the Fields

The Career Path Standing Individual Report includes the following fields:

Report Field	Description
Career Plan ID	Identification number defining the career plan
Current Position	The position that the employee currently hold
Target Position	The position the employee wants to hold in the future
Certificates	The certificates the employee hold from an educational institutions
Date Entered	The date the career plan was entered
Institution	The name of the organization where the employee works
Target Date	The date the employee is set to hold the target position

Generation of the Report

The Career Standing Individual Report shows the employee career path information including current position, target position.

To GENERATE the Career Plan Individual Report, follow the steps below:

Navigation

The Career Path Standing Individual Report includes the following filter criteria available for the report:

Employee - Employee (mandatory parameter) an be selected using the Lookup icon , and Find icon to retrieve the Employee. Refer to Employee for more information.
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Skills Matching and Succession Planning Report

Overview

The Skills Matching and Succession Planning Report shows an employee profile which has certain skills to match for succession planning. This report will give the user the employee information skills in order to match it with an available position within the organization.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Skills Matching and Succession Planning Report includes the following fields:

Report Field	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Filter Criteria	Filter Criteria as entered under Skills Matching and Succession Planning Report
Sort By	Used to sort the report by Skill and Certificate criteria
Institution Name	User’s Institution, e.g. Government of Canada
Department Name	User’s Department, e.g. Ministry of Finance
Employee ID	The system will display Employee ID for those employees which have the selected position (in the Target Position filter) in their career path
Employee Name	The system will display Employee First and Last Name
Current Position	The system will display the Employee Position Job Title. The system will display the position which have the selected position (in the Target Position’ filter) in their career path
Employee Certificates	The system will display the Employee Certificates that are included in the Employee Certificates under the Employee screen. An employee can have one or more certificates
Employee Education	The system will display the Employee Education that is included in the Employee Education under the Employee screen. An employee can have one or more education information sections
Employee Skills	The system will display the Required Employee Skills under the Employee screen. An employee can have one or more skills

Generation of the Report

The Skills Matching and Succession Planning Report shows an employee profile which has certain skills to match for succession planning.

To GENERATE the Skills Matching and Succession Planning Report, follow the steps below:

Navigation

The Skills Matching and Succession Planning Report includes the following filter criteria available for the report:

Employee - Employee (optional parameter) can be selected using the Lookup icon , and Find icon to retrieve the employee position. If selected, the report will include the selected employee position
Comments - Enter any additional information about the position if required.
Group By Organization Unit: If checked, the Group By Organization Unit is available.
Group By Institution Type: Select a Group By value from the drop-down menu.

If all filter criteria are left blank, all Positions will be included in the Report, as well as the Positions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Termination of Employment

Departure Reason Report

Overview

The Departure Reason report is designed to generate a list of reasons for departures with the ability to request the data in various combinations for statistical purposes. The ability to select all reasons and individual reasons, such as voluntary or involuntary, as well as to sort by date, requesting a month or period, provides greater detail for analytical reasons.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Departure Reason Report includes the following fields:

Report Fields	Description
Fiscal Year	The Financial Year report for a specific year
Report Generation Date	The date the report was created
Report Generation Time	The time the report was created
User	The person who generates the report
Filter Criteria	Filter Criteria as entered under Deaparture Reason Report
Sort By	Used to sort the report by: - Departure Date and Departure Reason descending - Departure Reason and Departure Date ascending
Group By	Used to group the report by NONE, Departure Date and Departure Reason
Comment	The remarks entered
Departure Reason	States why the employee is departing the workplace
Employee Name	The name of the employee departing
Employee Position ID	Unique number used to identify the employee's position within the organization
Employee Position Name	The name of the job position the employee holds
Instiution Name	The name of the ogranization where the report is generated
Departure Date	The date the employee is set to depart the workplace

Generation of the Report

The Departure Reason report is designed to generate a list of reasons for departures with the ability to request the data in various combinations for statistical purposes.

To GENERATE a Departure Reason Report, follow the steps below:

Navigation

The Departure Reason Report includes the following filter criteria available for the report:

- Group By - Select a Group By value from the drop-down menu

- Start Date - Start Date of the Employee Position (optional parameter) that can be selected by using the calendar icon

- To Date - To Date of the Employee Position (optional parameter) that can be selected by using the calendar icon

- To enter the Departure Reason, if required, click on the Lookup icon , click on Find icon to retrieve the Departure Reason list, then select the Departure Reason

- To enter the Institution, if required, click on the Lookup icon , click on Find icon to retrieve the Institution list, then select the Institution

- Comments - Enter comments related to the Generation of the report

- Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance

- Sort the Departure Reason and Departure Date by the preferred ascending and descending order using the red arrow icon

If all filter criteria are left blank, all Departure Reasons, Institutions, Comments, Start Dates and To Dates will be included in the Report, as well as the Departure Reasons and Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Training Management

Actual Training Cost Report

Overview

This report shows the actual training cost per employee for a particular training course.

Navigation

Human Resources ► Reports ► Training Management ► Actual Training Cost Report

Actual Training Cost Report screen fields

Fields	Description
Report Type	Filter for report type. Two options are available: Summary, Detailed.
Training Course	Lookup filter criteria for Training Course.
Training Start Date	Filter criteria for Training Start Date.
Training End Date	Filter criteria for Training End Date.
Employee	Employee Filter criteria for this report.
Category	Filtering on Position Category ID or Position Category Description.
Employee Position	Filtering on Employee Position ID or Employee Position Name.
Group Individual Institution	If it is set to true, then attribute ‘Group by Institution Type’ should be grayed-out.
Group By Institution Type	Users are able to select a value from this dropdown list only if Attribute ‘Group by Individual Institution’ Is false.
Institution	Institution filter criteria for this report.

Completed Training Course Report

Overview

This report shows a list of all courses that an employee has attended for a given period. It provides different filter option to generate a specific report.

A screenshot of the Completed Training Course Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to installed revision, System Parameters and Rendering Control configuration.

Users access Completed Training Course Report from within the menu through this navigation path: Human Resource ► Reports ► Training Management ► Completed Training Course Report.

Filters

The following table lists and describes all filter fields for the Completed Training Course Report in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Training Course	The training course ID as a report filter.
Employee Position	Lookup feature allows selecting the employee position as a filter. Users can enter it manually.
Employee	Employee ID or employee name from the existing item as a filter. Users can enter it manually.
Report To	Name of the employee to whom report during the assignment.
Position	Lookup filter criterion for the position id.
From Date	Date picker feature allows users to select the training initial date.
To Date	Date picker feature allows users to select the training end date.
Group Individual Institutions	It allows users to group the report by individual institutions.
Group By Institution Type	It allows users to group the report by institution type.
Institution	It allows users to select one or multiple institutions as a report filter.
Group By Type	It allows users to group the report by position or training course.
Sort By	It allows users to sort the report by training course, training start date, and employee position.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Completed Training Course Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Employee ID	Display employee ID.
Employee Name	Display employee last name followed by employee first name.
Employee Assignment Number	Employee assignment ID
Institution	Display the institution ID followed by the intitution name.
Employee Position	Display the position code and the employee position name.
Report To	Display employee last name followed by employee first name.
Training Course	The training course ID and name of course that the employee has taken.
Training Start Date	The training start date.
Training End Date	The training end date.
Training Result	The result of the training.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML format.
	The Lookup tool allows users to browse and select existing items. It is available in the following filters: Training Course Employee Position Employee Report To Position
	Allows users to select a calendar date.

Definition of Report Fields

The Current Training Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number.
ID	the Employees ID as entered under Employee.
Name	the name of the employee as entered under Employee
Position	the employees position as entered under the Employee Career Path
Institute	the institution that the employee works for as entered under Employee Assignment.
Education Description	the name of an employees degrees as entered under Employee
Major Field	the major education field as entered under Employee
Education Start Date	the date when the employee started their education as entered under Employee
Education End Date	the date when the employee finished their education as entered under Employee
Certificate Description	the name of an employees certificates as entered under Employee
Number	the certificate number as entered under Employee
Certificate Start Date	the date the employee began obtaining the certificate as entered under Employee
Certificate End Date	the date the employee finished obtaining the certificate as entered under Employee
Skill Description	name of the skill as entered under Employee
Associated Certificate	certificate associated with skill as entered under Employee
Association Name	the name of the association(s) linked to the employee as entered under Employee.
Registration #	the association number as entered under Employee
Association Start Date	the date the employee joined the association as entered under Employee
Association End Date	the date the employee leaves the association as entered under Employee
Course ID	the ID of the training course as entered under Trainee
Name	name of the training course as entered under Training Course
Start Date	the date employee started the training course as entered under Training Course
End Date	the date the employee finished the training course as entered under Training Course
Course Passed	if the employee passed the course. The system will generate a yes or do depending on what is entered under Trainee
Result Score	the score achieved in the training course as entered under Trainee
Result	a word describing the score as entered under Trainee
Application ID	the application ID as entered under Training Course Application
Application Status	the status of an employees application as entered under Training Course Application
Description	the name of the missing skills for the position as entered under Employee Position
Training Course Catalog ID	the ID of the training course catalog that links to the course as entered under Training Course Catalog
Training Course Catalog Name	the name of the course catalog that corresponds to the course as entered under Training Course Catalog
Skills	the skills associated with the personal learning plan
Certificates	the certificates associated with the personal learning plan

Employee Training Plan Report

Overview

This report shows training courses attended and registered by employee, as well as education, certificates, skills, and associations related to the employee. It provides different filter option to generate a specific report.

A screenshot of the Employee Training Plan Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Employee Training Plan Report from within the menu through this navigation path: Human Resource ► Reports ► Training Management ► Employee Training Plan Report.

Filters

The following table lists and describes all filter fields for the Employee Training Plan Report in their default order. Note that some fields depends on system parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Report Type	It lists the type of report and allows users to select as a filter.
Employee Position	The lookup button allows users to select employee position form the available list as a filter or users can enter manually.
Training Course	It allows providing the training course detail as a report filter. Users can enter manually or select a training course using the lookup feature.
Missing Position Skills	It allows users to enter the employee missing position skill. Users can select it using the lookup feature or can enter manually as a report filter.
Employee	It allows to enter the employee Id as a report filter.
Training Course Start Date	Date picker allows users to select the start date for the training as a report filter.
Training Course End Date	Date picker allows users to select the end date for the training as a report filter.
Group Individual Institutions	By default, it is marked as checked. User can uncheck it to select the value of group by institution type as a filter.
Group By Institution Type	It lists the institutions and allows to select as a filter. If Group by Institution is checked, then this field becomes inactive.
Institution	It allows users to select one or multiple institutions.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Employee Training Plan Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Institution Name	User's institute name.
Report Title	The title of the report appears on the report.
Report Date	It indicates the date of the report generation.
Report Time	It indicates the time of the report generation.
User	User's Id who generates the report.
Environment	The environment name.
Employee ID	The employee id.
Employee Name	Name of the employee.
Position	The employee position.
Institution	The system displays institution name.
Education Description	The degree description of the employee.
Minor Field	The employee educational minor field.
Start Date	The employee education start date.
End Date	The employee education end date.
Certificate Description	The employee educational certificate description.
Number	The certificate number.
Start Date	The employee certificate starts date.
End Date	The employee certificate ends date.
Skills Description	The skill name of the employee.
Associated Certificate	The skill associated certificate name.
Association Name	The employee association name from employee association.
Registration #	The registraion number.
Start Date	The employee association starts date.
End Date	Employee association ends date.
Training Course Attended Course ID	The attended training course id.
Training Course Attended Name	Name of the course attended.
Training Course Attended Start Date	The start date of the training course.
Training Course Attended End Date	The end date of the training course.
Training Course Attended Course Passed	The training course passed status.
Training Course Attended Result Score	The marks obtaind by the employee for the training course.
Training Course Attended Result	The result of the training course attended by the employee.
Training Course Registered ID	The registration Id of the training course.
Training Course Registered Name	The name of the training course.
Training Course Registered Start Date	The start date of the training course.
Training Course Registered End Date	The end date of the training course.
Training Course Registered Application ID	The application Id of the registered training course.
Training Course Registered Application Status	The registered course application status.
Missing Position Skills: Description	The missing skill short description.
Missing Position Skills: Training Course Catalogue ID	The missing position skill course catalogue Id.
Missing Position Skills: Training Course Catalogue Name	The missing position skill course catalogue name.
PLP: Skills	Personal learning skills.
PLP: Certificates	Personal learning certificate name.
PLP: Training Course ID	The personal learning course Id.
PLP: Training Course Name	The personal learning course name.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML format.
	The Lookup button allows users to browse and select existing items. It is available for use on the following fields: Employee Position Training Course Missing Position Skills Employee

Generation of the Report

This report shows training courses attended and registered by Employees.

To GENERATE the Current Training Report, follow the steps below:

Navigation

The Current Training Report includes the following filter criteria available for the report:

Employee - To enter the Employee, click on the Lookup icon , click on Find icon to retrieve the Employee list, then select the Employee
Attended Start Date - Start date of the training course (optional parameter) can be selected by using the calendar icon .
Attended End Date - End date of the attended training course (optional parameter) can be selected by using the calendar icon .
Registered Start Date - Start date of the registered training course (optional parameter) can be selected by using the calendar icon .
Registered End Date - End Date of the registered training course (optional parameter) can be selected by using the calendar icon .

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Plan Training Detail Report

Overview

This report shows training course information. Some filters are available such as Training Course ID, Trainer, and Location.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Plan Training Detail Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number.
Filter Criteria	the Filter Criteria as entered under Training Plan Detail Report.
Sort By	use this to sort the report by training course, start date and internal location
ID	Training Course ID as entered under Training Course.
Start Date	Start date of the training course as entered under Training Course.
Location	The location of the course as entered under Training Course.
Trainer	The employee who will be teaching the course as entered under Training Course.
Name	Name of the Training Course as entered under Training Course.
End Date	End date of the training course as entered under Training Course.
Course Size	Size of the course as entered under Training Course.
Available	Indicates if the course is available as entered under Training Course .
Application ID	The Application form ID as entered under Training Course Application.
Employee ID	The Employees ID as entered under Training Course Application.
Employee Name	Name of employee attending the course as entered under Employee .
Institution	The institution that the employee works for as entered under Employee Assignment.
Position	The employees position as entered under Employee Career Path.
Status	The status of the employee's application as entered under Training Course Application.

Generation of the Report

The Plan Training Detail Report shows training course information including Employee Training Applications.

To GENERATE the Plan Training Detail Report, follow the steps below:

Navigation

The Plan Training Detail Report includes the following filter criteria available for the report:

Course Type - the course type (optional field) can be selected using the Lookup icon , and Find icon to retrieve the course type. Refer to Training Course Type for more information.
Training Course ID - the ID (optional field) can be selected using the Lookup icon , and Find icon to retrieve the Training Course ID. Refer to Training Course for more information.
Active - if checked then the training course is available
Start Date - Start date of the training course (optional parameter) can be selected using the calendar icon
End Date - End date of the training course(optional parameter) that can be selected by using the calendar icon
Internal Location - Internal Location (optional field) can be selected using the Lookup icon , and Find icon to retrieve the Internal Locations. Refer to Work Location for more information.
Trainer - Trainer (optional field) can be selected using the Lookup icon , and Find icon to retrieve the Trainer. Refer to Employees for more information.
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance.

If all filter criteria are left blank, all Course Types, Training Course IDs, Start Dates, End Dates, Internal Locations, and Trainers will be included in the Report, as well as the Course Types, Training Course IDs, Internal Locations, and Trainers allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Planned And Actual Training Costs Report

Overview

This report allows users to view the planned and actual training costs of a training course for a given period. It provides different filter option to generate a specific report.

A screenshot of the Planned And Actual Training Costs Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to installed revision, System Parameters and Rendering Control configuration.

Users access Planned And Actual Training Costs Report from within the menu through this navigation path: Human Resource ► Reports ► Training Management ► Planned And Actual Training Costs Report.

Filters

The following table lists and describes all filter fields for the Planned And Actual Training Costs Report in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Training Course Type	It allows users to select the training course type using the lookup feature or can enter manually as a filter.
Training Course	It allows users to select the training course using the lookup feature or can enter manually as a filter.
Start Date	The training course start date selected as a report filter.
End Date	The training course end date selected as a report filter.
Training Course Status	It allows users to select the training course status from the list as a filter.
Sort By	It allows users to select the sorting criteria.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Planned And Actual Training Costs Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Training Course ID	It shows the training course identifier.
Training Course Name	It displays the name of the training course.
Status	The training course status.
Training Start Date	It displays the start date of the training course.
Training End Date	It displays the end date of the training course.
Estimated Course Size	It shows the number of available trainees for the opened course.
Estimated Training Cost	It shows the estimated training course cost.
Number of Attendees	It shows the total number of attendees who have attended the training course.
Actual Training Cost	It obtains the actual cost amount for the training course.
Variance	It shows the variance amount.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	This button allows users to generate the report as HTML format.
	The Lookup tool allows users to browse and select existing items. It is used to select the training course type and training course name.
	Allows users to select start date and end date of the training course.

Training Plan Summary Report

Overview

This report shows global training course information by Course Category Type.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Training Plan Summary Report includes the following fields:

Report Field	Description
Report Date	Date of report generation. This is automatically generated by system. The date format is defined using a general parameter of the system.
Report Time	Time of report generation. This is automatically generated by system.
User	User who generates the report.
Page	Page Number.
Filter Criteria	the Criteria as entered under Training Plan Summary Report
Sort By	use to sort the report by training course, start date and internal location
Course Type	the type of course as entered under the Training Course Catalog
ID	Training Course ID. Refer to Training Course for more information.
Name	Name of the course as entered under Training Course
Internal Location	Location of the course as entered under Training Course
Provider	The provider of the course as entered under Training Course
Start Date	Start date of the course as entered under Training Course
End Date	End date of the course as entered under Training Course
Course Size	the amount of people who can attend the course as entered under Training Course
Places Avaiable	The system will calculate the spots available in the course using the following formula Course Size as entered under Training Course – the number of Trainee Participants as entered under Training Course.
Waitlisted	the amount of people waiting to get into the course as entered under Training Course Application
Registered %	The system will calculate the percentage of people who applied and got registered into the course using the following formula: number of [Trainee Participants as entered under Training Course x 100] divided by Course Size as entered under Training Course.
Waitlisted %	The system will calculate the percentage of people who are waiting for the course using the following formula: number of people waitlisted as entered under this report divided by the # of Trainee Participants as entered under Tr aining Course x 100.
Cost per Course	cost of the course as entered under Training Course
Cost per Person	Cost per person as entered under Training Course
Active	the system will determine if the course is available as entered under Training Course

Generation of the Report

The Training Plan Summary Report shows global training course information by Course Category Type.

To GENERATE the Training Plan Summary Report, follow the steps below:

Navigation

The Training Plan Summary Report includes the following filter criteria available for the report:

Select the Training Course Type from the drop down menu. Refer to Training Course for more information.
Enter the Registered Less or Equal amount and the Registered High or Equal amount (optional parameters)
Click on the active checkbox if the training course is available (optional parameter)
Start Date - Start date of the training course (optional parameter) can be selected using the calendar icon . Refer to Training Course for more information.
End Date - End date of the training course(optional parameter) that can be selected by using the calendar icon . Refer to Training Course for more information.
To Enter the Institution (optional parameter), click on the Lookup icon , click on Find icon to retrieve the Institution list, then select the Institution.
To Enter the Internal Location (optional parameter), click on the Lookup icon , click on Find icon to retrieve the Internal Location list, then select the Internal Location.
To Enter the Vendor (optional parameter), click on the Lookup icon , click on Find icon to retrieve the Vendor list, then select the Vendor.
To Enter the Employee (optional parameter), click on the Lookup icon , click on Find icon to retrieve the Employee list, then select the Employee.
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list and click the , , , icons to move the items in the selected list up and down to put them in the desired order of appearance.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Training Candidate Report

Overview

This report shows a list of employees which are candidates for a specific training course according to their Career Path, Performance Appraisals or Missing Position Skills, when they have not registered to such training courses.

An example of the report is shown below.

Navigation

Definition of Report Fields

The Training Candidate Report includes the following fields:

Report Fields	Description
Report Date	Date of report generation automatically generated by the system
Report Time	Time of report generation automatically generated by the system
User	User who generates the report
Page	Page Number
Environment	The environment that the training program is being held in
Filter Criteria	Filter Criteria as entered under the Training Candidate Report
Sort By	Used to sort the report by a specific sorting criteria
ID	The identification number of a specific training course
Start Date	The date that the training course begins
Location	The location that the training course takes place
Trainer	Represents the name of the trainer who is teaching the training course
Name	Represents the name of the training course
End Date	The date that the training course finishes
Course Size	Defines the number of trainees in the course to be trained
Active	Defines whether the training course is active or inactive (ex. Yes or No)
Employee ID	The identification number of the employee enrolled in the training course
Employee Name	The name of the employee enrolled in the training course
Institution	The institution that the employee is from (ex. Ministry of Finance, Ministry of Health, etc.)
Position	The position of the employee enrolled in the training course (ex. Nurse, Doctor, etc.)
Contact	Provides contact information for the employee enrolled in the training course
Career Path	The report will display a marked checkbox when the training course complies with a specified set of conditions
Personal Learning Plan	The report will display a marked checkbox when the training course complies with a specified set of conditions
Missing Position Skills	The report will display a marked checkbox when the training course complies with a specified set of conditions

Generation of the Report

The Training Candidate Report shows a list of employees which are candidates for a specific training course according to his Career path, Performance Appraisal or Missing Position Skills when they have not registered to such training courses.

To GENERATE the Training Candidate Report, follow the steps below:

Navigation

The Training Candidate Report includes the following filter criteria available for the report:

Course ID - Course ID unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Course ID unit. If selected, the report will include the selected Course ID unit and all Course IDs below the selected unit. Refer to Training Course for more information.
Sort By - Click the , ,, icons to add and remove filter criteria to / from the selected list.

If all filter criteria are left blank, all Course IDs will be included in the Report, as well as the Course IDs allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Financial Disclosure

Civil Servants who didn't Submit Declaration Report

Overview

The report "Civil Servants who didn't Submit Declaration" displays the list of employees which were not finding into the declarations declared in the current year.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Civil Servants who didn't Submit Declaration Report

Civil Servants who didn't Submit Declaration Report screen fields

Fields	Description
Category	Position category lookup filter for this report.

Comparative Assets Report

Overview

The Comparative of Assets report displays the amount of asset declared of the current year and also the amount of asset declared for each of the previous five years. These are displayed, along with some additional information: Asset ID and Asset Name as short description.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Comparative Assets Report

Comparative Assets Report screen fields

Fields	Description
Employee	Employee lookup filter criteria for this report.
Category	Category lookup filter criteria for this report.

Comparative Commitments Report

Overview

The Comparative of Commitments report displays the amount of commitment declared of the current year and also the amount of commitment declared for each of the previous five years. These are displayed, along with some additional information: Financial Commitment ID and Financial Commitment Name as short description.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Comparative Commitments Report

Comparative Commitments Report screen fields

Fields	Description
Employee	Employee lookup filter criteria for this report.
Category	Category lookup filter criteria for this report.

Comparative Revenues Report

Overview

The Comparative of Revenues report displays the amount of revenue declared of the current year and also the amount of revenue declared for each of the previous five years. These are displayed, along with some additional information: Revenue ID and Revenue Name as short description.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Comparative Revenues Report

Comparative Revenues Report screen fields

Fields	Description
Employee	Employee lookup filter criteria for this report.
Category	Category lookup filter criteria for this report.

Comparative Sections Report

Overview

The Comparative Sections report displays the amount of revenues, assets and commitment declared of the current year. These amounts are displayed, along with some additional information: Declaration ID and Employee Name.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Comparative Sections Report

Comparative Sections Report screen fields

Fields	Description
Employee	Employee lookup filter criteria for this report.
Category	Category lookup filter criteria for this report.

Comparative Status Report

Overview

The Comparative Status report displays the total of declarations by status declared in the current year.

Navigation

Human Resources ► Reports ► Financial Disclosure ► Comparative Status Report

Comparative Status Report screen fields

Fields	Description
Employee	Employee lookup filter criteria for this report.
Category	Category lookup filter criteria for this report.

Travel and Subsistence Management

Business Trip Report

Overview

The Business Trip Report allows users to visualize the Business Trips created between selected dates.

Navigation

Human Resources ► Reports ► Travel and Subsistence Management ► Business Trip Report

Business Trip Report screen fields

Fields	Description
Traveler ID	This field allows users to look up an employee following the standard employee lookup feature that is seen throughout the application.
Requester ID	This field allows users to look up an employee following the standard employee lookup feature.
From Date	The report includes the Business Trips created from this date.
To Date	The report includes the Business Trips created up to this date.
Status	This drop down box allows users to select either one or no value for this field for Business trip status filter.
Comment	Any comment to add in the output report.
Group Individual Institution	If it is set to true, then attribute ‘Group by Institution Type’ should be grayed-out.
Group By Institution Type	Users are able to select a value from this dropdown list only if Attribute ‘Group by Individual Institution’ Is false.
Institution	Institution filter criteria for this report.

Time and Attendance

Time Sheet Report

Overview

This report displays based on the filter criteria the time sheet information entered by employees within an institution.

An example of the report is shown below:

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Definition of Report Fields

The Time Sheet Report includes the following fields:

Report Fields	Description
Report Generation Date	Date of report generation automatically generated by system. The date format is defined using a general parameter of the system
Report Generation Time	Time of report generation automatically generated by system
User	User who generates the report
Page Number	Page number
Group By	how the information will be displayed
Employee Number	The employee number for the person responsible for completing the job task
Last Name	Last name of the employee
First Name	First name of the employee
Position Name	the name of the position that is held by the employee
Status	the status of the time sheet
Fiscal Year	year that the time sheet is active
Pay Code	Lists all the different types of pay that have their own unique pay schedule
Pay Period	Defines pay periods for a specific Pay Code
Regular Time	the hours worked during regular time
Overtime Hours	the hours worked during overtime
Total	the total number of hours worked

Generation of the Report

To GENERATE a Time Sheet Report, follow the steps below:

Navigation

The Time Sheet Report includes the following filter criteria available for the report:

Enter the new Time Sheet Report information. Fields with an asterisk are mandatory fields.

Employee: Employee can be selected using the Lookup icon , and Find icon to retrieve the Employee.
Time Attendance Status: Select the status using the drop-down menu.
Fiscal Year: Select the fiscal year using the drop-down menu.
Pay Code: Select the pay code using the drop-down menu.
Pay Period: Select the pay period using the drop-down menu.
Time Sheet Source: Select the time sheet source using the drop down menu
Group By Institution: click the check box if the information on the report should be grouped by institution
Group By Institution Type: Select a Institution type from the drop-down menu

If all filter criteria are left blank, all Employees, Time Attendance Status, Fiscal Years, Pay Codes, Pay Periods, Time Sheet Sources, and Institutions, will be included in the Report, as well as the Employees, Time Attendance Status, Fiscal Years, Pay Codes, Pay Periods, Time Sheet Sources, and Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.

Budget Planning For Salaries Reports

Consolidated Employee Position by Programmatic Structure Report

Overview

This report displays Consolidated Employee Position by Programmatic Structure.

Navigation

Human Resources ► Reports ► Budget Planning For Salaries Reports ► Consolidated Employee Position by Programmatic Structure Report

Consolidated Employee Position by Programmatic Structure Report screen fields

Fields	Description
Fiscal Year	Fiscal year filter criteria for this report.
Version	Dropdown filter, available options Base, Preliminary, Final.
Institution	Institution tree filter criteria for this report.

Summary Of Employee Position By Position Category

Overview

This report shows the summary of position by position category. It provides different filter option to generate a specific report.

A screenshot of the Summary Of Employee Position By Position Category Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Completed Training Course Report from within the menu through this navigation path: Human Resource ► Reports ► Budget Planning For Salaries Reports ► Summary Of Employee Position By Position Category Report.

Filters

The following table lists and describes all filter fields for the Summary Of Employee Position By Position Category Report in their default order. Note that some fields depends on system parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Fiscal Year	It lists fiscal years and allows users to select it as a filter.
Version	It lists the versions and allows users to select it as a fiter.
Institution	Lists down the institutions as tree and allows users to select one or more institution.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Summary Of Employee Position By Position Category Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Description Category Position	The description of the position category.
# Employee Position	Total number of employee position in staff quota.
% Employee Position	Percentage of the employee position.
Monthly Amount	Monthly amount from the salary coding block.
% Monthly	Percentage monthly amount.
Annual Amount	Total annual amount.
% Annual	Percentage annual amount.
Total # Employee Position by Institution	Total number of employee position by institution.
Total % Employee Position by Institution	Total percentage employee position by institution.
Total Monthly Amount by Institution	Total monthly amount by institution.
Total % Monthly by Institution	Total percentage monthly amount by institution.
Total Annual Amount by Institution	Total annual amount by institution.
Total % Annual by Institution	Total percentage annual by the institution.

Buttons

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.

Priority Enrollment Graduate And Others List Report

Overview

This report shows list of Graduates and Others that are present in the priority enrolment list but that are not part of the civil workforce.

A screenshot of the Priority Enrollment Graduate And Others List Report feature is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access the report from within the menu through this navigation path: Human Resources ► Reports ► Organization Management ► Priority Enrollment Graduate And Others List Report

Filters

The following table lists and describes all filter for the Priority Enrollment Graduate And Others List Report , in their default order. Note that some filters depend on system parameters and rendering control to be visible and/or editable to users. Filter names are subject to change through language label configuration.

Field	Description
Effective Date	This should allow the user to search for specific ranges of date.
Type	Type of the report to be selected as a filter.

Visible Fields

A sample of the Priority Enrollment Graduate And Others List Report output is available here. The following table lists and describes all visible fields for the Priority Enrollment Graduate And Others List Report , in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
First Name	First name of the employee
Last Name	Last name of the employee
Middle Name	Middle name of the employee
Date of Birth	Display the employee date of birth
Ethnic Origin	Display the name of the race for the employee
Grade Rank	Display the Grade or Score of the employee
Foreign Language skills	Display the employee spoken language
Education	Display the education of the employee
Date of NRC Enrollment	Start date of the NRC enrollment

Button Image	Description
	The pdf button allows users to generate the report in the pdf format.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 97-2003 or higher version.
	The Excel button allows users to generate the report in the excel format. This format is compatible with Microsoft Office 2003 or higher version software.
	This ODS button allows users to generate the report in ODS format. This format is compatible with spreadsheet software such as Microsoft Office, Open Office or Libre Office.
	This RTF button allows users to generate the report in RTF format.
	The Word button allows the users to generate the report in word format. This format is compatible with Microsoft Office 97-2003 or higher version.
	This ODT button allows users to generate the report in ODT format. This format is compatible with word processing software such as Microsoft Office, Open Office or Libre Office.