Generating Employee Master Information Report

At any point of time, you may require a report with the master information of employees. You can generate a consolidated report with the master details of all employees or you can customize the report output by setting up filters on the data.

To generate a consolidated employee master information report:

On the Reports menu, under Nurture and Manage, click Employee master information.

The Employee master information page appears.

To select the columns you want to include in the report, in the Custom columns box, perform one of the following steps:
To include a column in the report, select the corresponding check box.
To include all the columns, click Check all.
To exclude all included columns, click Uncheck all.
To exclude a column, clear the corresponding check box

Click .

The consolidated employee master information report is generated.

You can also customize the output for employee master information report. To customize the report output, you need to set up search filters. For each filter, options are provided to select the text from a list. Following are the different ways to retrieve data for each filter.

Enter the required text in the text box corresponding to the filter.
Select Is Equal to from the drop-down box and enter the required text.
Select Like from the drop down box and enter the first few letters of the text and then select the required text from the drop-down list. For example, to view all employees whose names begin with K, in the Employee Name text box, select Like and enter the text K. All the names that begin with K appear as a drop-down list. Select the required name.
Press SPACEBAR (on the keyboard) once, and select the text from the drop-down list.
To retrieve records for a specified date, select Is equal to from the drop-down box and enter the date or to retrieve for a specified date range, select Between and enter the beginning and ending dates of the date range.

To customize the output for employee master information report based on your requirements:

On the Reports menu, under Nurture and Manage, click Employee master information.
To generate the report for a particular employee id, in the Employee ID text box, enter the employee ID.
To generate the report for a particular employee, Employee Name text box, enter the employee name.
To generate the report for employees in a particular branch, in the Branch text box, enter the branch.
To generate the report for employees in a particular division, in the Division text box, enter the division.

If you want to view and set up more filters, click More Filters.

To generate the report for employees in particular processes, in the Process text box, enter the process.
To generate the report for employees with a particular designation, in the Designation text box, enter the designation.
To generate a report for employees assigned to a particular band of the organization, in the Band text box, enter the band.
To generate a report for employees assigned to a particular project, in the Projects text box, enter the project name.
To generate a report for employees working for a particular department of the organization, in the Departments text box, enter the department.
To generate the report for a particular joining date of employee, in the Date of join box, select the date/date range.
To generate the report for a particular relieving date of employee, in the Date of Relieving box, select the date/date range.
To generate a report for employees with a particular date of birth, in the Date of birth box, select the date/date range.
To generate a report for employees belonging to particular city, in the City text box, enter the city name.
To generate a report for employees, who belong to particular state, in the State text box, enter the state.
To generate a report for employees who belong to a particular region, in the Region text box, enter the region.

To select the columns you want to include in the report, in the Custom columns box, perform one of the following steps:
To include a column in the report, select the corresponding check box.
To include all the columns, click Check all.
To exclude all included columns, click Uncheck all.
To exclude a column, clear the corresponding check box

To select the specific category of employee to include in the report, perform one of the following steps:
To include existing employees, under Employee category select Existing employee.
To include resigned employees, under Employee category select Resigned.
To include all employees, under Employee category select All.

Under Character case, select the character case in which you want to generate the report.

Note: Click to generate the report in default character case. The report is generated with the text as
it appears in the record.

Click .

The employees master information report is generated according to your specifications.

Click to know how to use the navigation bar on the report.

The columns displayed in the employee master information report are:

Employee master information report columns

Column	Description
Employee ID	Displays the employee ID
Employee name	Displays the name of the employee
Date of join	Displays the joining date of the employee in the organization
Designation	Displays the designation of the employee in the organization
Process	Displays the process in which the employee is currently working
Division	Displays the division in which the employee is currently working
Branch	Displays the branch in which the employee is currently working
Band	Displays the band code
Location	Displays the location of the employee’s office
Department	Displays the department in which the employee is currently working
Reporting officer	Displays the name of employee’s reporting officer
Date of birth	Displays the date of birth of the employee
Gender	Displays the gender of the employee
Date of relieving	Displays the relieving date of the employee from the organization