Reporting
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Introduction
As a HR + Time
Attendance + Payroll Management System, reporting is very important. No matter
which user role you are, HR admin, Accounts admin, Dept. manager, general
staff, or management, you may want to have some reports which clearly showing
the information that you are concern. Up to now, we have more than 60 standard
reports (and it is increasing) which cover different areas, such as Employee,
Leave, Time Attendance, Payroll, Tax, MPF …etc. The standard reports are
bundled with different modules Therefore, what reports you find depends on what
module you buy. Besides of the standard reports, there are some optional
reports which can be purchased by client. Moreover, report customization is
also available. We can tailor-made reports for customer by following the
requirements provided. All tailor-made reports will be quoted by job.
How it works
Basically, all of
our reports are generated by using MS
EXCEL as the report engine, therefore the computer(s) which are
required to generate reports must have MS
EXCEL installed. Thanks to this special design, our generated reports
are fully compatible with MS EXCEL.
Therefore:
1.
User can export the report to MS EXCEL without any layout
distortion.
2.
User can export the report to MS EXCEL for further processing.
3.
User can change the report layout, font size,
adding company logo, adding some fixed text,... by simply modify the report
template (i.e. xlt, xltx)
4.
The report can be saved as PDF by using the MS EXCEL build-in function
Reporting options
Every time when
user is going to generate a report, normally there are some options for user to
select. The options are different depends on selected report. Generally user
can select reporting date range, and select which group of employees by using
“EE Filter”. In “EE Filter”, user can see various criteria for employee
filtering such as employment status, departments, grades, staff types, year of
service…etc. Sometimes more options are available, for example, Leave Type
filter for all Leave Reports, OT Type filter for all OT reports, Attendance
Status filter for all time attendance reports, etc. Moreover, for some reports,
user can select grouping and sorting order.
Output
There are 4 ways
to output the report: Export to MS EXCEL, Preview on screen, Print to printer,
and send email with report attached.
Export to MS EXCEL
is useful especially when you want to further process the data. After report
generation, you may add you own EXCEL formula, delete some columns, add some
text, add signature … anything you can do in EXCEL. Preview the report on
screen let you have a quick check before print it out. If you don’t need to
preview the report, just press the [Print] button to print the report directly to
your default printer. Another way you can send out the report through email
directly. Besides of sending the report to a specified email address, for some
reports (most likely individual report), it can be sent to the corresponding
selected employee directly with simply one click. Instead of sending email one
by one, it is convenient to send his/her own, say, Monthly Individual
Attendance Report to the corresponding staff as a batch job.
Summary
Below is a summary
showing the design of the reporting module in different aspect.
Categories : HR / Leave /
Time Attendance / Payroll / MPF / Tax / Cost Analysis / System
Types : Standard /
Optional / Custom
Grouping : By Individual
staff / By Dept. / By Company / …
Filtering : By Date / Date
range / Employee filter / Leave Types / OT Types / …
Output : Export /
Preview / Print / Email (particular reports only)
Language : English /
Traditional Chinese