Adding Headcount Report Schedules

To add a schedule for generating employee attrition report:

  1. On the HR menu, under Report scheduling click Headcount reports.

The Headcount reports page appears.

  1. Click Add.

The Add Schedule dialog box appears.

  1. In the Name text box, enter the name of the schedule.

  2. To select the business unit you want to include in the report, in the Division box, do any of the following:

  3. To include a division in the report, select the corresponding check box.

  4. To include the entire division, click Check All.

  1. To select the branch you want to include in the report, in the Branch box, do any of the following:

  2. To include a branch in the report, select the corresponding check box.

  3. To include all the branches, click Check All.

  1. To select the process you want to include in the report, in the Process box, do any of the following:

  2. To include a process in the report, select the corresponding check box.

  3. To include all the processes, click Check All.

  1. To select the Sub process you want to include in the report, in the Sub Process box, do any of the following:

  2. To include a Sub process in the report, select the corresponding check box.

  3. To include all the Sub processes, click Check All.

  1. In the To text box, enter the e-mail ID or IDs of employees to whom the report should be e-mailed.

  2. In the CC text box, enter the e-mail ID or IDs of employees to whom the report should be e-mailed.

  3. In the Day text box, enter the day of the month when the report should be generated.

  4. In the Report For options, if the report has to be generated for the current month, select Current month, else if the report has to be generated for the previous month, select Previous month.

  5. Perform one of the following steps:

  6. To save the schedule and close the dialog box, click Save & Close.

  7. To save the schedule and continue adding another schedule, click Save & Continue.

Note 1:             To exit the dialog box without saving, click Cancel.

Note 2:             In the filter list boxes, to clear all selections, click Uncheck All or to remove a specific selection, clear
                      the corresponding check box.

 

 

Click to know more:

Headcount Reports

View Headcount Report Schedules

Edit Headcount Report Schedules

Delete Headcount Report Schedules

Generate Ad-Hoc Headcount Report