===== How to create a Task(Variable) User Report ===== The illustrations below explain how to create a Task (Variable) User Report in A4 Landcape format. The report will include the following columns: **Annual Leave Unit Day**, **Sick Leave Unit Day**, **Unauthorised Leave Unit Day**, **Overtime 1.5 Unit Value**, **Overtime 1.5 Task Rate**, **Overtime 1.5 Amount**, **Refund Public Bus Unit Value** and **Refund Meal Unit Value** To create the ** Task (Variable) User Report** : * 1. Go to **HRMS, click Tools** {{:spay:hrmsprocguide:tur_1.png|}} * 2. Click **Report Generator** {{:spay:hrmsprocguide:tur2.png|}} * On the **Selection tab**, the **Payroll module** is already selected, and in the **Select an option section**, **Create from report template** is already selected. {{:spay:hrmsprocguide:tur_before_3.png|}} * 3.In the **Select a report section**, click **Task report template**. {{:spay:hrmsprocguide:tur3.png|}} * 4.On the **Designer tab**, in the **Report section**, the paper size **A4** is already selected, next select **Landscape** from the Orientation dropdown list {{:spay:hrmsprocguide:tur444.png|}} * **First column to be added : Annual Leave Unit Day** * 5.In the Column section, select **Task** from the Data Source dropdown list. {{:spay:hrmsprocguide:tur5.png|}} * 6.In the Data Field dropdown list, **Unit Day** is already selected {{:spay:hrmsprocguide:tur6.png|}} * 7.In the Column Header field, type the column header name **Annual Leave Unit Day**, the column header will appear automatically as shown in illustration A. {{:spay:hrmsprocguide:tur7.png|}} * 8.Scroll down {{:spay:hrmsprocguide:tur8.png|}} * 9A.In the **Data** section, the Tasks are displayed in ascending order by code. {{:spay:hrmsprocguide:tur9a.png|}} * 9B.Click the **Sort** option **twice** to arrange the Tasks in alphabetical order. {{:spay:hrmsprocguide:tur9bb.png|}} * 9C. Click the task Annual Leave Ee to link in the column Annual Leave Unit Day. {{:spay:hrmsprocguide:tur9c.png|}} * 10.Second column to be added : **Sick Leave Unit Day** * On the toolbar, click **Add Column** (To add a next new column) {{:spay:hrmsprocguide:tur10.png|}} * 11. **Repeat steps 5 to 9C** {{:spay:hrmsprocguide:tur11.png|}} * 12.Third column to be added : **Unauthorised leave Unit day** * On the toolbar, click **Add Column** (To add a next new column) {{:spay:hrmsprocguide:tur122.png|}} * 13.**Repeat steps 5 to 9C** {{:spay:hrmsprocguide:tur13.png|}} * 14.Fourth column to be added : **Overtime 1.5 Unit Value** On the toolbar, click **Add Column** (To add a next new column) {{:spay:hrmsprocguide:task_report_14_add_column14.png|}} * 15A.Scroll up to go to the **Data Field Header** and choose **Unit Value** from the dropdown list. {{:spay:hrmsprocguide:15a.png|}} * 15B.Type the column header name **Overtime 1.5 Unit Value** {{:spay:hrmsprocguide:screenshot_2026-09-23_111751.png|}} * 16.Scroll down {{:spay:hrmsprocguide:task_user_report_16_.png|}} * 17.In the Data section, click 32 Overtime 1.5 (To link the task to the new column) {{:spay:hrmsprocguide:17.png|}} * 18.Fifth column to be added : **Overtime 1.5 Task Rate** On the toolbar, click **Add Column** (To add a next new column) {{:spay:hrmsprocguide:18.png|}} * 19.Scroll up to the Data Field Header and choose **Task rate** from the dropdown list. {{:spay:hrmsprocguide:19.png|}} * 20.Type the column header name **Overtime 1.5 Task Rate** {{:spay:hrmsprocguide:20.png|}} * 21.Scroll down {{:spay:hrmsprocguide:21...png|}} * 22. In the Data section, click the **orange Filter icon** to reuse the same task selected for Overtime 1.5 Unit Value in the next column. {{:spay:hrmsprocguide:22.png|}} * 23.In the Data section, click 32 Overtime 1.5(To link the tasks to the new column) {{:spay:hrmsprocguide:23.png|}} * 24.Sixth column to be added : **Overtime 1.5 Amount** On the toolbar, click **Add Column** (To add a next new column) {{:spay:hrmsprocguide:24.png|}} * 25.Scroll up to go to the Data Field Header and choose **Amount** from the dropdown list. {{:spay:hrmsprocguide:25.png|}} * 26.Type the column header name **Overtime 1.5 Amount** {{:spay:hrmsprocguide:26.png|}} * 27.Scroll down {{:spay:hrmsprocguide:27.png|}} * 28. In the Data section, click the **orange Filter icon** to reuse the same tasks selected for Overtime Task Rate in the next column. {{:spay:hrmsprocguide:28.png|}} * 29.In the Data section, click 32 Overtime 1.5 (To link the tasks to the new column) {{:spay:hrmsprocguide:29.png|}} * 30.Seventh column to be added : **Refund Public Bus Unit Value** * 31.**Repeat steps 14 to 16** * 32.In the Data section, click **42 Refund bus fare** (To link the task to the new column) * 33.Eighth columns to be added : **Refund Meal Unit Value** * 34.**Repeat steps 14 to 16** * 35.In the Data section, click **45 Refund Meal** (To link the task to the new column) After all eight columns are added and configured, the Task User Report template appears as shown below. * 36.Click **Save** {{:spay:hrmsprocguide:36.png|}} * 37.Insert **Variable Report** as report name. {{:spay:hrmsprocguide:37.png|}} * 38.Click **Save** {{:spay:hrmsprocguide:38.png|}} * 39.After saving the report, HRMS Payroll automatically displays the report criteria screen, where you can view the report, export it (including as a password-protected file), save it as a PDF, reload the criteria, and use additional criteria. To learn more about these options, refer to the links below. {{:spay:hrmsprocguide:criteria_screenshot_fianl.png|}} {{:spay:hrmsprocguide:finale_scrennshot2.png|}} * **How to view/print a User report :** [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_view_print_a_user_report]] * **How to Export to Excel and Export Protect a User report :** [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_export_and_export_protect_a_user_report]] * **How to save a User report in PDF format :** [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_save_a_user_report_in_pdf]] * **How to view User report with additional criteria :** [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_view_user_report_with_additional_criteria]] * **How to Reload criteria for a User report :** [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_reload_criteria_for_a_user_report]]