Generating Employee Reporting Structure and Hierarchy Report

At any point of time, you may require a report that includes reporting structure and hierarchy of the employees. You can generate a consolidated reporting structure and hierarchy report of all employees or you can customize the report output by setting up filters on the data.

To generate a consolidated employee reporting structure and hierarchy report:

On the Reports menu, under Nurture and Manage, click Employee reporting structure and hierarchy.

The Employee reporting structure and hierarchy page appears.

Click .

The consolidated employee reporting structure and hierarchy report is generated.

You can also customize the output for employee reporting structure and hierarchy report. To customize the report output, you need to set up filters based on your requirements. 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 reporting structure and hierarchy report of an employee:

On the Reports menu, under Nurture and Manage, click Employee reporting structure and hierarchy.

The Employee reporting structure and hierarchy page appears

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 a particular joining date of employee, in the Date of join box, select the date/date range.
To generate the report for employees with a particular designation, in the Designation text box, enter the designation.
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 employees in a particular branch, in the Branch text box, enter the branch.
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 particular region, in the Region text box, enter the region.
To generate the report for a particular supervisor id, in the Supervisor ID text box, enter the supervisor id.
To generate the report for a particular supervisor, Supervisor name text box, enter the supervisor name.
To generate the report for supervisor with a particular designation, in the Supervisor designation text box, enter the supervisor designation.
To generate a report for supervisor working in a particular department of the organization, in the Supervisor department text box, enter the department of the supervisor.

Click .

The employees reporting structure and hierarchy 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 reporting structure and hierarchy report are:

Employee reporting structure and hierarchy 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
Department	Displays the department in which the employee is currently working
Branch	Displays the branch in which the employee is currently working
Branch code	Displays the unique code assigned for the branch
State	Displays the name of the state where the branch is located
Region	Displays the region where the state is located
Supervisor’s Id	Displays the supervisor’s Id
Supervisor’s name	Displays the supervisor’s name
Supervisor’s department	Displays the department in which the supervisor is currently working