EHR - PD Activities Report
Overview
This program enables you to produce a report of PD Activities.
You will need to select the 'HR User Defined Area' that you want to use in your selection criteria and click the 'Go' button. The 'Area' that you choose will appear on the next selection screen as the second last tab. You will be able to use any of the fields on this tab as part of your selection criteria.
If you don't want to include one of the 'HR User Defined Area' on your selection screen click the 'Go' button.
General, Address and HR User Defined Tabs
Fields from the employee record 'General', 'Address' and 'HR User Defined' tabs can be used to enter selection criteria so that the report only includes employees that match these criteria. The fields on these tabs are described in the help for TASS.web Payroll/HRM > Employee/HR > Employee Information > Employees.
You will need to select the 'HR User Defined Area' that you want to use in your selection criteria and click the 'Go' button. The 'Area' that you choose will appear on the next selection screen as the second last tab. You will be able to use any of the fields on this tab as part of your selection criteria. Fields from this 'Area' will also be available on the 'Print' tab in the 'Additional Fields' column.
The user will only be able to view HR User Defined Areas they have permission to see.
Payroll Details and Tax and Bank Tabs
If your school is running the TASS.web payroll module, fields from the 'Payroll Details' and 'Tax & Bank' can also be used as selection criteria to filter the returned employees. This is dependent on the user's payroll access.
PD Activity Searching Tab
The 'PD Activity Searching' tab provides fields from the PD Activity record that can be used to enter selection criteria so that the report only includes PD Activities that match these criteria.
TIP: The date picker 'Calendar' icons displayed in the 'General' and 'PD Activity Searching' tabs are date range pickers and allow the entry of a date range, e.g. All PD Activities with a 'Start Date' between 01/07/2010 and 31/12/2010.
Selected fields in the 'General', 'User Defined' and 'PD Activity Searching' tabs allow multiple selections. Holding down the 'Shift' key while clicking on your options permits a range selection; holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Print Tab
This 'Print' tab is used to format the report.
Sort By
Choose the order that the data will be displayed on the report.
Formatting Options
Choose the 'destination' of the report. This can be to Adobe® PDF viewer, Microsoft Excel®, Microsoft Word® or a screen with hyperlinks.
The 'Screen with Hyperlinks' format is best if you need to 'drill-down' to further information.
Show Table Borders and Alternative Row Colours | The 'Table Borders' and 'Alternate Row Colours' options can enhance the readability of the report but are not available if the listing destination is Excel®. |
Report Options
Group By Sort Field | When checked, the report will include a rule-off and 'Duration' total for each distinct choice made in the 'Sort By' Field. When the 'Sort By' selected is 'Start Date', the 'Group By' will be for each distinct Month/Year. |
Group by Teacher Department | When checked, the report will include a rule-off and 'Duration' total for each department. |
Include Page Break | This option is only available where 'Group By Sort Field' above is ticked. |
Include Teachers | When this option is ticked, the report will include employees who have a linked teacher record (but subject to the search criteria entered on the other tabs). |
Include Non-Teachers | When this option is ticked, the report will include employees who do not have a linked teacher record (but subject to the search criteria entered on the other tabs). |
Additional Fields – Employee Info
Select the additional data fields from the 'Employee Record' to include in your report by highlighting them with a mouse click.
Holding down the 'Shift' key while clicking on your options permits a range selection; holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Additional Fields – PD Info
Select the additional data fields from the 'PD Activity' record to include in your report by highlighting them with a mouse click.
Holding down the 'Shift' key while clicking on your options permits a range selection; holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Report Title
This field can be used to enter an alternative name for this report.
Click the 'GO' button to produce your report.