The PIM Reports offer robust reporting capabilities that allow users to generate reports based on all fields within the PIM module in addition to a set of commonly used canned reports. This functionality enables users to retrieve information such as Employee Turnover - Hiring Report, Employee Turnover - Termination Report, Head Count Report (Per Location), Head Count Report (Per Sub Unit), License Expiry Report, etc.
Admin users can create custom reports and select fields within the PIM module that should be displayed in the report. Detailed and precise PIM reports can be generated by adding relevant fields and setting specific criteria during the report creation process.
how to enable the job and salary report
Go to PIM -> Reports to view the available Reports in the system.
Step 1 - Click the 'Add' button on the top right corner of the screen. The 'Add Reports' Screen will appear as below:
Step 2 – Provide a name for the report and click on the "Next" button.
Step 3 – Through "Selection Criteria", you can define which records to include in the report by selecting the relevant fields. Click the "Additional Selection Criteria" if you wish to select additional fields that aren't listed on the screen.
Step 4 – Select default tabs and custom field sections from the drop-down. The fields available in the chosen section will be displayed (including custom fields). Then select the necessary fields you wish to define for the selection criteria. Once selected click the "Save" button.
Note - For custom fields, only the types listed below are available as selection criteria:
- Drop Down
- Radio Button
Step 5 – Repeat steps 3 and 4 until you have captured all the fields you want.
Step 6 – If you wish to categorize information based on a date, month or year, you can click the "" icon beside those date filters.
Step 7 – Next, select the filter option (Year, Month, or date of the month). Once selected, that particular option is added as a filter as highlighted in the below screen.
Step 8 – Next you can select the required time period to appear in the report. By clicking the "" icon, you can select from the following:
- Custom period - By specifying the From and To dates
- Current date - If you want to get the data for the current date
- From fields - All the data in the selected field
The following screenshot represents the data as it would appear if the "Custom" option is selected. Here, you can define a period and extract the employee information for that period.
Step 9 - After setting up the period, click 'Next'
Step 10 – In the next screen, click the "Add Display Field Group" button if you wish to add further fields to be displayed.
Step 10 – From the drop-down list, select a PIM tab and Job tab. The fields relating to the selected tab will appear as below. Select which fields you would like the report to display.
Step 11 - By clicking the "" icon, you can add columns in the report that segregate the year, month and date of the employee's joined date. Next, click on the "Save" button to save the report.
Note: The salary components can be added as separate columns in the report. The following screen displays the salary component selection criteria.
Once you hit the save icon, the following report displays the employees who have joined in 2016 during the period from 2013 to 2021. Should you wish to change the year, you may do so by selecting it from the dropdown menu, and if you wish to change the date period, you can do so by selecting it from the calendar icon.
How to add charts
The “Show Chart” icon is visible once the user creates the PIM report. The icon is displayed in the top right corner. Once the user selects the show chart option, the system displays the available chart type options the user can choose from. They can then proceed to create the chart by providing the chart settings to create the desired chart type.
Step 1: Upon clicking the "Show Chart" icon, the system displays the following window to set the chart settings.
|Chart Type||Select the chart type Ex: Bar chart, Pie Chart|
|Group By||This is the value that you have to select as the X-axis if it is for a bar chart. For instance, if it is required to group new recruits based on the year, such as how many employees joined each month, you could select group by year and then group by month by adding up to a maximum of 3 dropdowns|
This is the value that you have to select as the Y-axis if it is for a bar chart
|Aggregate Type||If the user selects a numeric field as the aggregate value, the available options are "count". If the user selects a non-numeric field as the aggregate value, the available options are "Count", "Sum", "Average"|
|Show Summary Table||Enable/disable summary table|
|Hide Detailed Data||Enable/disable Detailed data information|
|Add to Dashboard||Enable the report as a widget in the dashboard/home screen|
If a chart is defined as 'Group By' = 'Job Title', 'Aggregate' = 'Records', 'Aggregate Type' = 'Count', if its a Bar chart it will be displayed with Job Titles in X-axis and No. of employees having each Job Title in Y-axis. If it's a Pie Chart, slices will represent the job titles and the percentage of employees having each job title will be displayed.
If you wanted to delete the chart you can click the 'Delete' icon in the right side corner next to the chart. You can download any created bar or pie charts as PNG files by clicking the download chart icon next to the 'Delete' icon. With this capability, you can easily share any graphical reports that you have created in the system by simply downloading the chart report separately as a PNG file and then including this in your presentation slides when presenting facts and figures to Senior management. If you wish to edit the chart you can click the edit chart icon and do so.
By clicking this maximize icon you can expand the report details to display on a full-size screen.