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 hereImage 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.

FieldDescription
Report TypeIt 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.
EmployeeIt allows users to select an employee using the lookup button or enter manually as a report filter.
RegionIt allows users to select a region using the lookup button or enter manually as a report filter.
Show SkillBy default, it is marked as checked. Only skill appears if it is marked as checked.
SkillIt allows users to select a skill using the lookup button or enter manually as a filter.
Show EducationBy default, it is marked as checked. Only education appears if it is marked as checked.
EducationIt allows users to select a education using the lookup button or enter manually as a filter.
Show CertificateBy default, it is marked as checked. Only certificate appears if it is marked as checked.
CertificateIt allows users to select an education using the lookup button or enter manually as a filter.
Show Language SpokenBy default, it is marked as checked. Only language spoken appears if it is marked as checked.
World LanguageIt allows users to select a language using the lookup button or enter manually as a filter.
Group Individual InstitutionsBy 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 TypeIt lists the institutions and allows users to select as a filter. If group individual institution is checked, then this field becomes inactive.
InstitutionIt 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.

FieldDescription
Employee IDDisplay Employee ID.
Employee NameIt displays the name of the employee.
PositionShows the employee position for the main active assignment.
RegionIt shows the region from the main home address of the employee.
SkillDisplays Employee’s skills as a sub-section within the employee name grouping.
EducationDisplays Employee’s educations as a sub-section within the employee name grouping
CertificateDisplays Employee’s certificates as a sub-section within the employee name grouping
Spoken LanguageDisplays Employee’s spoken language as a sub-section within the employee name grouping
InstitutionThe 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 ImageDescription
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