Field Descriptions

Table Information

 

Basic Employee Information Report

What can I do in this screen?

Use this screen to print a report that displays data you entered in the Employee User Flow application (People\Maintain\Employee).

This report might be useful if you want to view content specific to fields associated with the Employee Info, Defaults, Address, and Notes tabs in the Employee User Flow screen.

There are several sort options available in this screen, allowing you to group the report output by "Home Organization," "Employee Name," and "Employee ID."

You can click the Preview Default Report icon to print the report output to your screen, or you can click the Print Default Report icon to send the report to a printer.

When should I use this screen?

You must initialize the Employee User Flow screen before you print this report.

Field Descriptions

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID.  A parameter ID represents a set of screen selection parameters.  Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.  

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency.  Many users save a unique set of parameters for each different way they run a report or process.  If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults.  You can change any of the associated selection defaults as necessary.

The checkbox (top right corner) allows you to select/deselect the record.  You might select this checkbox if you want to mark the record for deletion, for example. This option is particularly useful if you need to delete multiple records.

Parameter ID *

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters.  You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”  

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.

Description *

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to enter the home organization, effective date, and employee record information.

Home Organization (Options)

Use this drop-down box to select the range option for your report.  The following options are available:

Start

Enter, or use Lookup to select, the home organization from which to start.

End

Enter, or use Lookup to select, the home organization from which to end.

Effective Date (Options)

This option includes one record.  This field is non-editable.

Start

Enter, or use Calendar Lookup to select, the date for which data will be reported.

Employees (Options) *

Use this drop-down box to select the range option for your report.  The following options are available:

Start

Enter, or use Lookup to select, the employee ID from which to start.

End

Enter, or use Lookup to select, the employee ID from which to end.

Sort By

Use the fields in this block to determine the sort order of the report.

1st Sort *

Use the drop-down box to make a selection.  Your choices are "Home Organization," "Employee Name," and "Employee ID."

2nd Sort *

Use the options in this drop-down box to choose the report's secondary sort.

The options in this drop-down box are enabled based on your selection in the 1st Sort drop-down box.  For example, if you choose "Home Organization" as the first sort option, the "Employee ID" and "Employee Name" will be available for selection.

If you select the "Employee Name" or "Employee ID" option as the first sort, the "None" option will default here.

Options

This block displays the Include Employee Status group box.  Use the fields in this block to filter the report output by designating the employee status.

Include Employee Status

Use this group box to select the status of the employees you want to include on this report.  You must select at least one checkbox.

Active

Select this checkbox to include "active" employees, as entered in the Status field of the Employee User Flow screen.

Inactive

Select this checkbox to include "inactive" employees, as entered in the Status field of the Employee User Flow screen.

Inactive Accruing Leave

Select this checkbox to include employees who are inactive but accruing leave, as entered in the Status field of the Employee User Flow screen.

Family Medical Leave Act

Select this checkbox to include employees who are on leave in accordance with (FMLA) Family Medical Leave Act, as entered in the Status field of the Employee User Flow screen.

* A red asterisk denotes a required field.

Table Information

The following are source tables whose data is evaluated before you print this report:

EMPL (Basic Employee Info)

EMPL_PHONE (Employee Phone)

EMPL_PAY_TYPE_DFLT (Employee Pay Type Default)

DFLT_REG_TS (Employee Timesheet Default)

EMPL_LAB_INFO (Salary Info and History)

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