Difference between revisions of "Employee Data Export"

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=Introduction=
 
=Introduction=
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In this section you will find report about all '''Employee Data''' fields, values and entities.
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In this section you will find report about all '''Employees Data'''.
  
 
='''Employee Data Report'''=
 
='''Employee Data Report'''=
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Employee Data Report is a screen where you can easily view and export all employee information by filtering fields required.
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Employee Data Report is a screen where you can easily view and export all employee information by filtering fields which are required.
  
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==General Parameter Panel==
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===General Parameter Panel===
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[[File:Empinfo_query_panel.PNG|200px|thumb|right|Employee information]]
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[[File:Emp Data Rpt General Parameters.jpg |200px|thumb|right|General Parameters]]
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In this panel you can select some parameters to filter employee data with respect to following parameters:
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This panel have general parameters by default. You can filter employee data with respect to following parameters:
  
 
*'''Select Geo. Location:''' A dropdown where you can select geographical location of your company like SofDigital Dammam.
 
*'''Select Geo. Location:''' A dropdown where you can select geographical location of your company like SofDigital Dammam.
 
*'''Select Grade:''' A dropdown where you can select or filter according to employee grade.
 
*'''Select Grade:''' A dropdown where you can select or filter according to employee grade.
 
*'''Select Category:''' A dropdown where you can select or filter employee category like normal employee.
 
*'''Select Category:''' A dropdown where you can select or filter employee category like normal employee.
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*'''Select Org. Location:''' A dropdown where you can select or filter department in an organization.
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*'''Select Org. Location:''' A dropdown where you can select or filter department in a selected organization.
 
*'''Select Employee Type:''' A dropdown where you can select or filter employee type like normal employee.
 
*'''Select Employee Type:''' A dropdown where you can select or filter employee type like normal employee.
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*'''Select Employee Status:''' A dropdown where you can select or filter employee type like normal employee.
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*'''Select Employee Status:''' A dropdown where you can select status of an employee like Probation, Confirmed, Resigned, Retired, Terminated.
 
*'''Select Lanuage:''' A dropdown where you can select language in which report will be generated.
 
*'''Select Lanuage:''' A dropdown where you can select language in which report will be generated.
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*'''Select Show Parameters:'''  
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*'''Select Show Parameters:''' A checkbox if checked the parameters are shown in report and if uncheck the parameters are not shown in report.
  
 
===Specific Parameter Panel===
 
===Specific Parameter Panel===
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In this Panel you can filter fields which fields will be shown in report and which will not show in report for example, if Employee Id, First Name and Last Name is selected then these three fields will be shown in employee data report.
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[[File: Emp Data Rpt Specific Parameters.jpg |200px|thumb|right|Specific Parameters]]
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There are two controls in this panel.
  
 +
*'''Select Fields:''' A dropdown where you can filter which fields will be shown in report and which will not show in report for example, if Employee Id, First Name and Last Name is selected then these three fields will be shown in employee data report.
 +
*'''Generate Report Button''' It is a button that will generate employee data report based on fields selected. When pressing button a panel '''Query Parameters''' will appear to ask to search about specific criteria based on fields selected for example you have selected Employee Id and First Name and press Report button then a panel will appear that ask to enter ranges between employee Id or search specific First name.
  
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===Query Panel===
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You can insert basic employee information in this tab.
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[[File: Query Panel2.jpg |200px|thumb|right|Query Panel]]
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[[File:EMPLOYEE_INFO_DETAIL.PNG|200px|thumb|right|Employee Detail Panel]]
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In this Panel the filtered employee data will be shown and there is a button named '''Export Results''' which will export generated report in Ms. Excel.
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*'''Employee Id''': You have the choice to generate employee Id automatically and/or you can also type it yourself based on '''EMPLOYEE_ID_AUTO_NUMBER''' flag in [[System Default]] screen. If that flag is set to '''Y''', system will generate employee ID automatically.
 
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*'''Title''': [[Title]] of the employee such as Mr., Ms., Dr., and etc.
 
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*'''First Name''': Required
 
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*'''Middle Name'''
 
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*'''Last Name'''
 
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*'''Family Name'''
 
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*'''Full Name''': A read-only field which shows employee full name as you type in First, Middle, and Last name.
 
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*'''Gender''': Gender of the employee such as Male or Female (required).
 
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*'''Nationality''': Nationality of Employee defined in [[Country, Provinces and Cities]].
 
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*'''Marital Status''': Select marital status from this dropdown defined in [[Marital Status]] screen.
 
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*'''Religion''': Select one of the religions defined in [[Religion]].
 
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*'''Place Of Birth''': Select city of birth of your employee defined in [[Country, Provinces and Cities]].
 
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*'''Date of Birth'''
 
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*'''Mobile #1''': Employee's primary mobile number.
 
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*'''File/Hafeezah No.'''
 
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*'''NIC.''': Employee National ID card number.
 
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*'''NIC Place Of Issue''': City where employee's NIC card was issued.
 
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*'''NIC Issue Date''': Issue date of NIC card written on the card.
 
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*'''NIC Expiry Date'''
 
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*'''Bank''': [[Bank and Branches]]
 
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*'''Branch''': Shows all the branches defined against a particular bank in [[Bank and Branches]] screen.
 
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*'''Bank Account No.''': Account number of employee in the above selected bank and branch.
 
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*'''Hiring Date'''
 
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*'''Date of Joining''': Date of joining could or could not be same as Hiring date. Select this appropriately.
 
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*'''Blood Group''': Select employee blood, maybe useful in case of emergency.
 
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*'''Active Directory User''': Based on the flag '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' value set in [[System Default]], system will enable/disable this field. If it is set to '''Y''', system will disable this field and generate AD user on its own.
 
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*'''Email''': If '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' flag in [[System Default]] is set to Y, system will generate Email id on its own with domain name '''EMAIL_DOMAIN''' specified in [[System Default]] screen.
 
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===Organizational Details===
 
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[[File:EMPLOYEE_JOB.PNG|200px|thumb|right|Employee Organizational Details]]
 
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*'''Job No.''': Select one of the jobs you created earlier in [[Job Information]] screen.
 
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*'''Position''': Shows the position you associated with the job in [[Job Information]] screen.
 
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*'''Category''': Category of the employee you linked with the job in [[Job Information]] screen.
 
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*'''Employment Type''': Shows the Employment Type you chose for the job in [[Job Information]] screen.
 
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*'''Basic Salary''': Basic salary defined against any particular job in [[Job Information]] screen.
 
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*'''Org. Location''': Job needs to be in a department such as Networking, Development, Sales, HR and etc. You define job department in [[Job Information]] screen.
 
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*'''Geo Location''': It is the geographical location of the job, it could be anywhere from country to state to city to street.
 
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===Employee Type===
 
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[[File:Employee_type.PNG|200px|thumb|right|Employee Type]]
 
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*'''Employee Type:''' Select one of the type of Employees you created in [[Employee Type]] screen.
 
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*'''Grade:''' [[Grade]]s have paramount importance in SmartHCM, because most of the payroll and HR settings depend on them.
 
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*'''Employee Status:''' Choose one of the statuses you created in [[Employee Status]] screen.
 
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*'''Status Date:''' System automatically sets status date to your system clock when you take action such as create a new employee and/or change existing employee/s status.
 
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*'''Shift:''' Select a suitable shift for your employee you created in [[Shift]] screen.
 
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*'''Confirm. Date:''' The date on which you change employee status from '''Probation''' to '''Continue'''.
 
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*'''Retirement Date:''' Good moments always come to end. Select when he/she is going to retire.
 
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*'''Start Basic Salary:''' Starting salary of your employee on the date of joining.
 
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*'''Basic Salary'''
 
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*'''Gross Pay:''' Inclusive of incentives such as housing, transportation, medical and others.
 
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===Employee Name Translation===
 
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[[File:Employee_name_tran.PNG|200px|thumb|right|Employee Name Translation]]
 
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In this panel you can add employee name in secondary language.
 
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*'''Language:''' Select language in which you want to translate your name.
 
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*'''First Name'''
 
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*'''Middle Name'''
 
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*'''Last Name'''
 
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*'''Family Name'''
 
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*'''Full Name:''' Shows complete name as you type in First, middle, last and family name fields.
 
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===LOC LONG CODE Issue===
 
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In some cases, employee and / or organizations LOC LONG CODES are not updated / correct, following database script will fix this issue
 
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BEGIN set_loc_long_code_loc; END;
 
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BEGIN set_loc_long_code_emp; END;
 
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COMMIT;
 

Latest revision as of 08:10, 11 April 2017

Introduction

In this section you will find report about all Employees Data.

Employee Data Report

Employee Data Report is a screen where you can easily view and export all employee information by filtering fields which are required.

General Parameter Panel

General Parameters

This panel have general parameters by default. You can filter employee data with respect to following parameters:

  • Select Geo. Location: A dropdown where you can select geographical location of your company like SofDigital Dammam.
  • Select Grade: A dropdown where you can select or filter according to employee grade.
  • Select Category: A dropdown where you can select or filter employee category like normal employee.
  • Select Org. Location: A dropdown where you can select or filter department in a selected organization.
  • Select Employee Type: A dropdown where you can select or filter employee type like normal employee.
  • Select Employee Status: A dropdown where you can select status of an employee like Probation, Confirmed, Resigned, Retired, Terminated.
  • Select Lanuage: A dropdown where you can select language in which report will be generated.
  • Select Show Parameters: A checkbox if checked the parameters are shown in report and if uncheck the parameters are not shown in report.

Specific Parameter Panel

[[File: Emp Data Rpt Specific Parameters.jpg |200px|thumb|right|Specific Parameters]] There are two controls in this panel.

  • Select Fields: A dropdown where you can filter which fields will be shown in report and which will not show in report for example, if Employee Id, First Name and Last Name is selected then these three fields will be shown in employee data report.
  • Generate Report Button It is a button that will generate employee data report based on fields selected. When pressing button a panel Query Parameters will appear to ask to search about specific criteria based on fields selected for example you have selected Employee Id and First Name and press Report button then a panel will appear that ask to enter ranges between employee Id or search specific First name.

Query Panel

[[File: Query Panel2.jpg |200px|thumb|right|Query Panel]] In this Panel the filtered employee data will be shown and there is a button named Export Results which will export generated report in Ms. Excel.

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