The features that the REPORTS AND ENQUIRIES menu provide are of three main kinds. These are the facilities of the report generator sub-system, those of the Ad-hoc Enquiries option and the pre set reports.
Note: The usual pre-set reports are described in this topic, but the flexibility of the system may result in your system having extra pre-set options in the menu.
The facilities of the Report generator sub-system are common to all Autoline Rev 8 applications. These facilities allow you to create your own reports from any combination of fields on your records.
Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports that will solve particular problems as they arise.
A number of reports are already set up on this menu. They perform standard commercial tasks. It is important to note that these reports have themselves been set up with the Report Generator and placed on the menu. You can create and store reports of this complexity yourself using the Report Generator sub-system. These are known as the pre-set reports.
The HUMAN RESOURCES REPORTS AND ENQUIRIES menu is displayed when you select the Reports & enquiries option from the HUMAN RESOURCES menu. From this menu, you can task any report or enquiry.
Report generator: The facilities of the Report Generator sub-system are common to all Rev.8 software applications. These facilities allow you to create your own reports from any combination of the fields on your records. Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports which will solve particular problems as they arise.
Enquiries: Displays the HUMAN RESOURCES ENQUIRIES menu. Some pre-set Ad-hoc enquiries are already set up on this menu. This is the standard utility, as provided within every module's REPORTS AND ENQUIRIES menu.
Calendar reporting: This program allows for calendar information to be previewed or printed based on various selection criteria.
Display holiday booked league: The KC2 report allows for a league table of holiday statistics to be reported on screen. Enter a check date, data sorted by total holiday ratio, the report shows employee number, company number, location, job description, name, holiday entitlement, holiday taken and a ratio, holiday booked in the future to a selected date and a ratio, total holiday and a ratio of total holiday out of the holiday entitlement. Only non leavers are included.
Interview report: This program allows for a summary of the applicants chosen for interview to be printed for a specified vacancy.
Validation report: This program allows for the look up field content to be reported if invalid for either Mandatory only, Advisory only or Both mandatory and advisory look up fields on the human resource and optional applicant and vacancy records.
Calendar payment rates export: This option is only present if the Human Resources system parameter called Payment rate generation used is ticked. This program allows for an export file named within the Human Resources system parameter called Payment export file, suffixed with the payroll company identifier and payroll type to be produced based on a selected payroll company, payroll type and date range. The export report created details employee number, payroll company identifier, payroll type, employee name, start date, end date, number of days, payment rate code, actual days value and detailed code. Data is recorded in blocks of consecutive days that fall within the same payment code and detailed calendar code. Sub totals are present after each employee with a grand total at the end.