Skip to main content

Data snapshot

Aine Roach Jones

Hi,

I am trying to obtain a list of employees as of a snapshot at 26 Jan 2020 (including their job titles at that time and their salaries etc). Can you let me know the best way to do this please?

Thanks, 

Aine

 

 

0 votes

Linked Ideas

Comments

Aine Roach Jones

This customer has access to Fourth Analytics if that is the easiest way to obtain the data. 

 

Nick Hollis

Stevey Scott

Hi Aine Roach Jones

The customer could create a customised report in the HR module with all of the fields that they need to report on selected.

HR > Reports > Customised Reports > Create Template > [ Enter Template Name and select Employee Data from the drop down] > Save

You can then select the required fields from the different drop downs for different areas of the employee file ie. Personal Details and Employment Details.

If the information is only required for current employees, in the Employment Details dropdown, select Status and select = in the 'Conditions' column. This will allow you to set the condition to 'Current' when you run the report.

Best

Stevey Scott - Fourth

Please sign in to leave a comment.