WFM UK: HR Release Note: 8 New Fields in HR Custom Reports

The Change

8 fields will be added into the HR customised report screen in order to report on First or Second Managers to be notified of Holidays, Absences, and Expenses. The following fields will be added:-

Primary Manager – Holidays
Primary Manager – Absences
Primary Manager – Expenses
Secondary Manager – Holidays
Secondary Manager – Absences
Secondary Manager – Expenses

In order to gather the full reasons for Absences 2 fields will be added to the sub section “Employee Work Details” which are:-

Absence Reason
Absence Notes

Release Date: 06-Feb-2013

Reason for the Change

Currently users cannot report on the First or Second managers to be notified of holidays, absences and expenses. There is currently only Line Manager in the report and this manager could be different. Customers have also requested that the Absence Reason and the Absence notes added to the report too.

Customers Affected

All People System customers.

Release Notes

New Reporting Fields

Fig 1 - New Primary & Secondary Manager Fields

Path: HR or Payroll > Reports > Custom Reports > Create a new Employee Details Report or Edit an existing one.
Select ‘Employee Details’ from the Report Group drop-down list. The new fields will appear as in Fig 1 above.

Fig 2 - New Absence Reason & Notes Fields

Path: HR or Payroll > Reports > Custom Reports > Create a new Employee Details Report or Edit an existing one.
Select ‘Employee Work Details’ from the Report Group drop-down list. The new fields will appear as in Fig 2 above.

Sample Report

With the addition of the 8 new fields, the ability to report on this field has also been developed.

Path: HR or Payroll > Reports > Custom Reports > Create a new Employee Details Report or Edit an existing one.
Select ‘Employee Detail’ from the Report Group drop-down list.
Select the Primary and Secondary Manager Fields for Holidays, Absences and Expenses
Change the Report Group to ‘Employee Work Details’
Select the Absence Reason and Absence Notes Fields
Run report.
Fig 3 below shows a sample report with the data.

Fig 3 - Sample Report