People Inc Downloadable Report Templates P&A Software Solutions Report Templates

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1 Report Templates It is possible to configure any number of report templates within the People inc. system. The standard system is supplied with around 160 templates (a list of these standard report templates is available on our website or from P&A Software on request). Report templates can be re-run as and when they are needed to produce reports as a printed page, MS Excel spreadsheet, MS Word document (rtf) or Adobe PDF. Users can add new report templates or modify the existing templates using the report designer. It is also possible to make a copy of an existing report template and modify it to produce a slight variant on the original. Reports can include information from the standard system and information recorded in custom fields added to the system by users using the screen designer. Creating reports is easy to do, but it does require a basic understanding of the report designer (please contact us if you would like to learn about using the report designer). Simple reports can be created in minutes; more complex reports can take an hour or two to create. For those who have not used the report designer, P&A Software provide a bespoke report writing service. This service is not included as part of the help desk service or as part of the annual maintenance; it is a chargeable service. Please contact us on if you would like us to provide your organisation with custom report templates. Detailed below are a number of report templates that can be downloaded from the People Inc. website free-of-charge and used with the standard configuration of People Inc. These reports are categorised in the following sections: Absence management reports Establishment reports Reports to manage medicals Reports to manage disciplinary incidents Reporting on entries in the Action List System Reports Page 1 of 12 Version 1.1, revised September 2011

2 Absence Management Time lost to sickness absence (by department) Departmental list of sickness records during a specified period (based on the start date of the records). This report lists all the sickness absence records that end after a particular date (at the beginning of the period) and start before a particular date (at the end of the period). As this report is based on absence history records (rather than absence day-records) the days and hours lost may include time that is outside the period specified. Employees with no sickness records This report template produces a list of active employees with no sickness absence recorded during a specified period. This report uses a system variable to hide employees who have sickness records. Page 2 of 12 Version 1.1, revised September 2011

3 Hours lost to sickness absence (by department) This report details the hours lost to sickness absence during a specified period, listed for each employee by department. This report uses the absence day-records to calculate the hours lost to sickness. This provides an accurate figure for the hours lost that is not possible when using the absence history records, particularly when a short period of time is chosen. The reason for this is that absence history records are defined with a start date and an end date which may fall outside the period chosen for the report (excluding those records). Holidays taken this year (to date) The standard absence allowance report shows holidays taken and booked for the current year. Often (for accounting purposes) it is necessary to see the holidays taken to date for the current year (ignoring any holiday booked but not yet taken). This report provides exactly this information. Page 3 of 12 Version 1.1, revised September 2011

4 Employees with no holiday allowance this year This report lists all employees who do not have a holiday allowance allocated to them this year (in a specified year). This report is used to check that all employees have an allowance. Bradford Factor report (by department) Departmental list showing Bradford factor for sickness absence recorded between specified dates. This report is calculated using absence day-records. This means that it will provide an accurate Bradford factor regardless of the length of the period chosen. The report is therefore suitable for (for example) monthly calculation of the Bradford Factor. Page 4 of 12 Version 1.1, revised September 2011

5 Establishment Pending long service awards Employees for whom 5, 10, 15 and 20 years service awards are due within the coming 6 months. This report adds a fourth category of long service (15 years) to the standard system report. Starters and leavers This report lists the number of starters and leavers each year (based on the dates in the employee record rather than the dates in the job history records). Page 5 of 12 Version 1.1, revised September 2011

6 List of starters and leavers This report lists all starters and leavers in a specified period End of Probationary Period List of employees for whom either their probationary period or their extended probationary period ends in the coming 30 days. Page 6 of 12 Version 1.1, revised September 2011

7 Most recent job details for leavers List of leavers grouped by year detailing their most recent job. When an employee is marked as a leaver, the People Inc. system will show them as not having a current job. This report retrieves the most recent job record for leavers. List of employees on each work pattern This report list all the employees currently on each work pattern Page 7 of 12 Version 1.1, revised September 2011

8 Departmental Resources Report detailing the hours available each week to each department based on the work patterns recorded for individual employees. ID cards Report to print ID cards for employees (including company logo and employee photo). Prints 24 ID-cards per page (suitable for printing and laminating). Page 8 of 12 Version 1.1, revised September 2011

9 Individual employee record card Report to print information from main employee record (including employee photo and actions). Suitable for front page for employee file. Page 9 of 12 Version 1.1, revised September 2011

10 Medicals Annual summary of medicals List of medicals recorded for employees grouped by year. Disciplinary Annual summary of disciplinary events List of disciplinary records for employees grouped by year. Page 10 of 12 Version 1.1, revised September 2011

11 Action List Actions recorded for an individual employee List of actions recorded for an individual employee. This report should be run from the employee screen. The user selects the employee they are interested in (using the data screen) and then runs this report from the reports drop-down on the screen. The report automatically selects the current employee. Page 11 of 12 Version 1.1, revised September 2011

12 SMTP Reports Check domain settings for user account addresses This report list any user accounts that have an address that is not within the domain specified. It is likely that these users will have problems sending SMTP . The report should be run from the System Administrator (rather than from the People Inc. system). System information reports are added to the Management > System Information Node in the Management Console (in the System Administrator). Check entries in the SMTP queue This report list any unsent SMTP that remains in the queue. Messages will only remain in the queue if there is a problem sending them to the SMTP server. The report should be run from the System Administrator (rather than from the People Inc. system). System information reports are added to the Management > System Information Node in the Management Console (in the System Administrator). Page 12 of 12 Version 1.1, revised September 2011