WFM UK: HR: HR and Payroll Custom Reports

Overview

This article describes the process of creating Custom Reports in both the HR & Payroll modules. There is standard reporting available in both modules, designed to accommodate a range of requirements.  

These reports include, but are not limited to, Absence Analysis & Termination Analysis (within the HR module), P11 Summary, and Absences SSP reporting (within the Payroll module).

If these reports do not meet requirements, a custom report can be built to tailor information specifically to the company.

Creating a Custom Report
 

• Select HR from the Module drop-down
• Select Customised Reports in the Reports drop-down menu 

Please Note: Select the Payroll Module if the required report is Payroll-related. The process is the same for both.
 

 
Fig.1 - Customised Reports

• Select Create Template

Fig.2 - Create Template

• Enter the Template Name, select the Report Type and enter a Template Description
• Save

Fig.3 - Template Details

Filters can then be set to determine which fields are to be included within the report. All fields in the HR Module are available to select.
 

• Select which section to choose fields from, using the Report Group drop-down menu

Fig.4 - Report Group drop-down

• To select fields to be included in the report, tick the Return box against them
• Use the Sequence column to determine the order in which the fields are displayed
• Use the Condition field to place a condition on any field to filter the results
  • The conditions available will be dependent on the field selected. Conditions are explained in Fig.6
• Use the Order column to determine if the records will appear in ascending or descending order - shown in Fig.5

 
Fig.5 - Return, Sequence, Condition, and Order columns
 

 
Fig.6 - Conditions explained 

• Once all fields required have been selected on the first page, select Save to move to the next section

Return to the Reports Template screen.
 

• Select the newly created Template

Fig.7 - Select new Template

• Select Run Report

Please Note: The first time a report is run, the user must be on the page which has fields chosen when selecting Run Report.
 

Fig.8 – Run Report 

• Any Conditions which have been selected will need to be completed by selecting from the Value drop-down menu 

When Run Report is selected, the report will be created in .CSV format - best viewed using Microsoft Excel.