Summary

The New Hire by Date Report displays a list of employees hired during a given date range. The report will display the hire date, name, address, and social security number of all of the employees included on the report. The report will also display a total number of employees on the report and the organization information (Federal EIN number, State Employer ID number, and contact information). The report also includes options to add the employee date of birth and employee salary/hourly wage on the report.

The employees that display on the report will be filtered by the employee hire date. The hire date of an employee is entered when the employee is created using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Hire Date field).

Step by Step

1     Open the New Hires by Date window (PR> Reports> New Hires by Date).

2     Configure the report.

• The Date From and Date To fields are used to filter the new hires that display on the report by the hire date of the employees.
  • You can view the hire date of an employee using the Employee Maintenance window (PR> Maintenance> Employee Maintenance> General tab> Hire Date field).
• The Department field is used to include the employees that belong to a single department on the report.
  • Enter a department number or click the field search button   to select a department from a list.
  • Departments are created and maintained using the Department Maintenance window (SS> Maintenance> Department).
  • Departments are attached to employees using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Department field).
• Enter a union unit code in the Union field to display a single union on the report. Only the employees that belong to the selected union unit will display on the report.
  • Enter a union unit code or click the field search button to select one from a list.
  • Union units are created and maintained using the Union Unit Maintenance window in the Human Resources module (HR> Maintenance> Union Units).
  • You can view the union unit attached to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Union field).
• The Contact Name and Contact Phone Number fields are used to add contact information to the top of the New Hire by Date Report. For example, if you are going to submit this report to a government agency, include the contact name and number of the employee you would like notified by the government agency if they have questions.
• The SSN Option drop-down menu is used to select how the social security number will display on the report.
  • Select Do Not Print if you do not want the social security number to display on the report.
  • Select Print Last 4 Digits if only the last four digits of the social security number should display on the report.
  • Select Print Full SSN if the entire social security number should display on the report.
• Check the Employee date of birth toggle if you would like to include the date of birth of the employees on the report. This will add a column titled DOB to the report.
• Check the Employee salary and hourly rate toggle if you would like to include the salary and hourly rate of the employees on the report. This will add two columns to the report: Salary/period and Rate/Hr.
• The basic report will display the new employee’s hire date, first and last name, Social Security Number, Address, City, State, and Zip Code. The report will also display the total number of employees on the report. If you checked the Employee salary and hourly rate and/or Employee date of birth toggles, the salary/hourly rate, and/or date of birth will display on the report.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.