The PIM Reports is a robust reporting method that enables users to generate reporting based on all fields in the PIM module as well as a set of commonly used canned reports. This feature helps to retrieve information such as Employee Turnover - Hiring Report, Employee Turnover - Termination Report, HeadCount Report (Per Location), HeadCount Report (Per Sub Unit), License Expiry Report etc.
This feature allows admins to create custom reports and select fields in the PIM module that needs to be displayed on the report. The user can generate detailed and precise PIM reports by adding relevant fields and give relevant criteria to run the report.
Go to PIM -> Reports, to view the available Reports.
Step 1 - Click the 'Add' button on the top right corner of the screen. Then, Add Reports Screen will appear.
Step 2 – Give a name for the report and click on the "Next" button.
Step 3 – Through "Selection Criteria", you can define which records to be included in the report by defining the criteria by selecting the fields. Click the "Additional Selection Criteria" if you want 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 listed (includes custom fields). Then select the necessary fields to define the selection criteria. Once selected click the "Save" button.
Note - Out of 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 all the fields you want, selected.
Step 6 – Use the selected fields to set up the selection criteria you want. Some fields like "Sub Unit" allow multiple values. Once done, click on the "Save" button.
Step 7 – Click the "Add Display Field Group" button, to add any fields to display.
Step 8 – From the drop-down list, select a PIM tab. The fields of the tab selected will appear.
Step 9 – Select which fields you want to show on the report.
Step 10 – Repeat steps 6 and 7 until you have all the fields you want to be selected.
Step 11 – 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.
The report will display the salary components as columns and all the Deductions will follow the Earnings.
It is possible to filter and view employees who are supposed to be terminated in the future by PIM report by adding the future dates for the 'From' and 'To' dates.
The following screen displays job component selection criteria.
You can select "Current employees Only" from the 'Include' filter and add a termination date range from "Termination date" filter. Upon doing so, the report shows the employees who are supposed to be terminated in the future between the selected termination date range.
Watch Video - How to Create Dynamic Report