Summary

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

Step by Step

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

2     Configure the report.

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

3     Print the report.

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