Task User Reports, also called Variable Reports, allow users to create reports based on their specific needs in HRMS. Users can select the required tasks such as Leaves, Overtime ,refund transport, meal etc..), add them as columns, organise the report layout and save the report for future use.
This wiki is divided into two main sections:
- Create a Task User Report
- Modify an existing Task User Report
How to create a task user report
The illustrations below explain how to create, save, and preview a Task 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 Unit Value, Overtime Task Rate, Overtime Amount, Refund Public Bus Unit Value and Refund Meal Unit Value
To create a Task (User Report) :
- 1. Go to HRMS-Tools
- 2. Click Report Generator
- On the Selection tab, the Payroll module is already selected, and in the Select an option section, Create from report template is already selected.
- 3.In the Select a report section, click Task report template.
- 4.On the Designer tab, in the Report section, the paper size A4 is already selected, next select Landscape from the Orientation dropdown list
- First column to be added : Annual Leave Unit Day
- 5.In the Column section, select Task from the Data Source dropdown list.
- 6.In the Data Field dropdown list, Unit Day is already selected
- 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.
Scroll down
In the Data section, the Tasks are displayed in ascending order by code
Click the Sort option twice to arrange the Tasks in alphabetical order
Click Annual Leave to link the task to the column Annual Leave Unit Day
Second column to be added : Sick Leave Unit Day
On the toolbar, click Add Column (To add a next new column)
Scroll to select the required Tasks
In the Data Field dropdown list,