Establishment Hierarchy Report

Overview

This report shows the Establishment (Employee Position) Hierarchy. 

An example of the report is shown below.

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Definition of Report Fields

The Establishment Hierarchy Report includes the following fields:

Report FieldsDescription
Report Date

Date of report generation automatically generated by the system

Report Time

Time of report generation automatically generated by the system

UserUser who generates the report
PagePage Number
Filter CriteriaFilter Criteria as entered under the Establishment Hierarchy Report. Available filters are:  Organization, Employee Position (ID or Title)
Sort byReport parameter.
Employee Position

The system will group by the top level Employee Position ID

OrganizationDepartment or Institution Name and ID.
Reports ToThe title of the position that the Employee Position reports to, which is based on the target Employee Position.
Direct ReportsAll Employee Positions who have as their attribute value pointing to this Employee Position.
Total Number of Employees for this Employee PositionAll 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: 

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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.