Reporting Guide - paydata.com · The following is a list of the Standard Reports available in Advanced HR 2.0. The list is sorted ... Job Types Job Types List Report Company Setup

Advanced HR 2.0

Reporting Guide

ii Asure Software 3/15/2018

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Running a Standard Report ................................................................................................................1

List of Advanced HR 2.0 Standard Reports ............................................................................................. 5

Creating Custom Reports with the Quick Report Writer (QRW) ......................................................... 10

Example of Creating a Custom Report using the Quick Report Writer ................................................ 16

CONTENTS

Advanced HR 2.0 – Reporting Guide

iv Asure Software 3/15/2018

Document Revision History

Doc Version

Software Version

Date Description

1.0 2.0 9/1/2017 DRAFT in progress

1.1 2.0 10/18/2017 Added Email Acknowledged unselected field option for some Report Concepts of the Quick Report Writer

1.2 2.0 12/21/2017 Added note about more Employee Concept field values are available in the Quick Report Writer (QRW).

1.3 2.0 2/8/2018 Added note that you can select one Report Concept only for a custom report, but you can select and unselect Fields for the report.

Audience and Additional Advanced HR 2.0 Documentation

The intended audience for this guide is Service Bureau administrators and managers. It contains information about how to use the reports feature in Advanced HR 2.0. The following is a list of the other Advanced HR 2.0 User Guides; all are available for download on the Evolution Resource Center:

Employee end users should refer to the separate document Getting Started: Employee End User Guide which describes Advanced HR from the employee user point of view.

Evolution Resource Center

You can go to the Evolution Resource Center at https://support.evolutionhcm.com to view the latest Advanced HR 2.0:

Training Guides

User Manuals

Instructional Videos

Implementation Center materials

https://support.evolutionhcm.com/


Updated 3/15/2018 Asure Software v

Your comments are important to us. You can now enter your feedback directly online for any specific articles/topics in the Evolution Resource Center. We encourage you to tell us what you like, or what you would like changed about Evolution documentation and training materials. We are committed to continually improving our product documentation for you.

Evolution Resource Center

You can also:

Email our Support Department for questions:

[email protected] or by calling 802-655-8347

Email our Training Department to schedule a training:

[email protected]

Email our Implementations Team:

[email protected]

mailto:[email protected]




3/15/2018 Asure Software 1

Advanced HR 2.0 Reporting Guide Welcome to your Advanced HR 2.0 Reporting Guide! There are two ways to run reports in Advanced HR 2.0. You can run (and schedule) Standard Reports, or create Custom Reports (using the Quick Report Writer).

Running a Standard Report Advanced HR 2.0 has a library of standard reports that you can run by clicking on the green arrow icon to the left of the report. In the near future you will also have the ability to schedule reports to run automatically in Advanced HR 2.0. Standard Reports cover everything from Absentee Lists, New Hire Lists, to Workers Comp Types.

Standard Reports List screen


2 Asure Software 3/15/2018

If you have Base Manager User access or higher, go to HR Admin – Reporting - Standard Reports to view and run the available Reports. The Standard Reports display in alphabetical order. The Standard Report List screen has the following column fields and buttons.

Standard Reports List Columns

Note: Some reports are listed as Internal System Report. These reports are only available to Admins and above roles.

The following table describes the fields and buttons on the Standard Report List screen.

Field / Button Description

Actions The Action column options are:

Execute Report – Click this option to run the report and set the report properties depending on the type of report. Displays the Set Report Properties screen, see below. Note the hover text that appears when the mouse is over the Execute Report button.

Schedule Report – [This is future functionality] – the ability to be able to schedule a report to run at a specified date/time.

Name The name of the report.

Description The description of the report.

Category The category of the report; for example: Company Setup, Employee, Compensation, etc.

Active A read-only toggle switch indicating whether this report is active or not.

Available To The level of access you want to require (in other words – the roles) to which this report is available; for example: SuperAdmin.



In the Actions column, for each report, there are two options you can select:

Click on the green arrow (hover the cursor over the arrow to see that this is the Execute Report option). Click on the green arrow and you may be able to set the report properties depending on the type of report you are running. If so, the system displays the Set Report Properties screen.

Audit List Report - Set Report Properties screen

You can only select one Company at a time

The Relative Date Type is a date range for the report

The Effective Date is the start or end date for the report. It may default to today but can be changed.

In the future, you will be able to click on the blue calendar button on a report row in order to schedule the report.

Recently added standard reports include Upcoming Reviews and Upcoming Events.

The Report that is generated It is a sortable popup that can be printed or exported as a CSV, PDF, Excel, RTF, TIFF, Web, or XPS document.



Tip: Make sure that in your Browser’s settings, that pop-ups are allowed. Some Browsers may have a setting where a pop-up blocker is on by default; if so, make sure the pop-up blocker has been disabled.



List of Advanced HR 2.0 Standard Reports

The following is a list of the Standard Reports available in Advanced HR 2.0. The list is sorted alphabetically by the Name of the report.

Note: Your Service Bureau may not have implemented all the reports in this list.

Name Description Category Available To

Absence Types Absence Types Company Setup SuperAdmin

Achievement Types

Achievement Types List Report Company Setup Managers and Above

Audit List Full List of Audit records for the specified date range - including system and setup records.

Internal System Admins and Above

Certificate Types Certificate Types List Report Company Setup Managers and Above

Compensation Change Reason

Compensation Change Reason List Report

Company Setup Managers and Above

Compensation History

Organizational Structure, Compensation Effective Date, Employee Name, Employee Type, Position, Supervisor, Pay Type, and Pay Rate as of the report effective date (defaulted to today), The Effective Date, Pay Type, Change Reason, Comment and Rate will also be displayed for any previous compensation changes for each employee with multiple compensation history records.

Compensation Admins and Above

EEO Types EEO Types List Report Company Setup Managers and Above

Employee Address Change Audit

Audit records for all Employee Address Fields

Employee Managers and Above

Employee Audit Includes all Employee related audits Employee Admins and Above

Employee List Status, ID, Name, Position, Supervisor and Organization Assignment as of the effective date. By default the effective date is





today and the selected status is Active.

Employment Types Employment Types List Report Company Setup Managers and Above

Ethnicity Types Ethnicity Types List Report Company Setup Managers and Above

Expiring Achievements

Expiration Date, Employee ID, Name, Achievement Description, Award Date, Supervisor and Organizational Assignment as of the effective date (defaulted to today). If the Achievement type is not specified, Achievements of all types that expire within the specified relative (defaulted to the current month) date range will be included.


Expiring Certificates

Expiration Date, Employee ID, Name, Certificate Description, Issuer, Awarded Date, Supervisor and Organizational Assignment as of the effective date (defaulted to today). If the certificate type is not specified, certificates of all types that expire within the specified relative (defaulted to the current month) date range will be included.


Expiring Licenses Expiration Date, Employee ID, Name, License Description, Issuer, Issue Date, Supervisor and Organizational Assignment as of the effective date (defaulted to today). If the license type is not specified, licenses of all types that expire within the specified relative (defaulted to the current month) date range will be included.


Job Types Job Types List Report Company Setup Managers and Above

License Types License Types List Report Company Setup Managers and Above




New Hire List Hire Date, Employee ID, Name, Position, Status, Supervisor, Rate, Pay Type, Employment Type, and Organization Assignment for all new hires within the specified relative date range (defaulted to previous month) based on the effective date (defaulted to today).


Pay Grade Types Pay Grade Types List Report Company Setup Managers and Above

Pay Group Types Pay Group Types List Report Company Setup Managers and Above

Pay Range Types Pay Range Types List Report Company Setup Managers and Above

Position Organization Change Reason

Position Organization Change Reason List Report

Company Setup Managers and Above

Position Types Position Types List Report Company Setup Managers and Above

Rate Types Rate Types List Report Company Setup Managers and Above

Review Types Review Types List Report Company Setup Managers and Above

Service Bureau Users

Even though this report prompts for a company it returns all the super and global admin user in the system. The columns include User Name, Users Last and First Names, Companies (if specified), User Status, TFA Status, TFA Setup Complete Indicator, Create Date, and Super and Global Admin.

Users Super Admin

Shift Types Shift Types List Report Company Setup Managers and Above

Skill Types Skill Types List Report Company Setup Managers and Above

Status Types Status Types List Report Company Setup Managers and Above




Termination List Hire Date, Employee ID, Name, Position, Status, Supervisor, Rate, Pay Type, Employment Type, and Organization Assignment for all terms within the specified relative date range (defaulted to previous month) based on the effective date (defaulted to today).


Upcoming Events The report lists the scheduled date, employee name, employee ID, employee's current position (job), Event Type for all scheduled reviews, and expiring achievements, licenses and certifications for employees within the specified time frame.


Upcoming Reviews Scheduled Date, Employee Name, ID, Review Type, Reviewer and Supervisor Name for all upcoming reviews within the specified relative date range


User in Roles Includes all user and role records for each user with the specified status. The columns include Username, Active Status, Two-Factor Active indicator, Create Date, Employee Name(s), Employee ID, Company and Role Name

Users Admins and Above

User Integrations All users in the specified status. The columns include User Name, HRAnswerLink User Name, NCS User Name, PayEntry Username, PayEntry Multi-Company Indicator, ThinkHR User Name, and Clock Number

Users Super Admin

User Lock-outs Returns a list of all locked-out users in the system. The columns include User Name, User Status, Locked-Out Until Date, Employee Name, Employee ID, Login Attempts, the TFA Active Flag, and the TFA Setup

Users Super Admin




Status Indicator.

Workers Comp Types

Workers Compensation Types List Report

Company Managers and Above



Creating Custom Reports with the Quick Report Writer (QRW) The Quick Report Writer (QRW) is an Advanced HR 2.0 tool that allows you to create customized reports on most data within Advanced HR.

The Quick Report Writer allows the user the select parameters (known as Concepts) to incorporate into a custom report. In addition, you can save the Custom Report you create to be generated multiple times. Note that you cannot have multiple company data in a custom report.

Quick Report Writer (QWR) screen

You can select an Existing Saved Report to use or create a new report. The next step is to select the Report Concept. The Report Concept is a dropdown that displays different areas of information to report on.



There are multiple Concepts to choose from, for example: Employee Concept. In addition, the user can add or delete parameters to have the report draw from. The concept you choose will dictate which fields are automatically selected for the report. For example, if you select Benefits, Advanced HR selects fields that relate to benefits as you can see in the screenshot on the right below.

The Report Concept dropdown currently lets you select from the following items:

You can only select one Report Concept for each custom report but it's important to note that each Report Concept has a set of Selected Fields that will be included in the report by default. See the screenshot below.



Advanced HR will also display a list of “Unselected Fields” (for each Concept) that can be added to the Selected Fields list by clicking on the green arrow button to the right of the field name. You can remove a Selected Field by clicking on the red trash can icon.

The following Employee related Concept field values have recently been added:

Benefits Eligible Date

Tobacco User

Primary Medical Care Provider

Eligible for Rehire

Offered Medical Coverage

Note: For the Licenses, Classes, Certifications, and Review concepts, we have also added an Email Acknowledged option in the Unselected Fields dropdown to let you report on whether the employee has acknowledged these emails. For example, in the Classes Concept list of Unselected Fields shown below:



Once you have selected the fields for your report, you can adjust the basic settings which include:

Note: Employee ID is actually an alphanumeric field, so it does not respond as expected when used as a sort direction field. If you want to sort a report by Employee ID, it is best to do this after exporting the report into Excel.

You can also set simple or advanced filtering. A simple filter can contain multiple criteria as the example below demonstrates.



An advanced filter can be used to perform date and numerical comparisons, either alone or in conjunction with a simple type of search. In the following example we filtered first by hire date less than or equal to 12/1/2016 and a location of Las Vegas.

Recently added comparison operators include Not Equal (<>) and Not Like, as shown in the following screenshot.



You have four options at the bottom of the screen for Saving the Report:

Save/Update Report Configuration. If you save the report you must give it a Name.

Delete Report Configuration

Output to Screen

Output to CSV

Important Note: If a user creates a custom report, that report is associated with that person’s userid. The report cannot be accessed by another user – it is user specific.



Example of Creating a Custom Report using the Quick Report Writer

The following section is an example of how to use the Quick Report Writer to create a custom report that will list the company name and code, ID, employee first name, last name, and their birthdate.

1. On the HR Admin menu, within the Reporting pane, click on the Quick Report Writer menu item.

2. The system displays the Quick Report Writer screen.

3. In the Setup section of the screen, in the Report Concept dropdown, select Employee - Concept.

4. In the Unselected Fields section, select the First Name and Last Name fields under the Field Name

column and click the green arrow to move each of these fields to the Selected Fields section on the right side of the screen.

5. Search for and add the Birthdate field to the Selected Fields section. To do this, enter ‘bir’ in the find field search box in the Unselected Fields section. The system will display the Birthdate field below. Click the green arrow to the right of the Birthdate field to move it to the Selected Fields section.

6. In the Selected Fields section, delete all other fields EXCEPT: Company Name, Company Code, Employee ID, First Name, Last Name, and Birthdate, by clicking the trash can icon next to any unwanted fields. The Selected Fields section of the screen should now look like this:



7. In the Save Report Configuration section, enter a name for the Birthdate report in the Name field and optionally, a Description of the report.

8. Click the Save/Update Report Configuration button.

9. Click the green Output to SCREEN button.

10. The system will display your custom report at the bottom of the screen in the Generated Report section, similar to the following example.

Note that because you gave your custom report a name and saved its configuration settings, you can re-use the report in the future.

Documents

Reporting Guide - paydata.com · The following is a list of the Standard Reports available in Advanced HR 2.0. The list is sorted ... Job Types Job Types List Report Company Setup