Delta report

Synchronization of data among multiple enterprise systems is known to be a common challenge faced by many organizations and payroll seems to be the most common system. Many of the information can be updated by many stakeholders of the system such as Regional administrators, global administrators, IT staff, payroll administrators, and employees So how do you determine what records have changed and what information needs to be synchronized to downstream systems?

Delta reporting is to monitor PIM records for changes to specific employee fields, producing a report outlining all employee records updated within a specific date range. Primarily used when synchronizing employee changes to external systems such as payroll or IT. 

The delta Report is a value-added report that is used to trace and figure out the changes that are done for employees within a specific period of time. Working with OrangeHRM, the user can define the employee fields that need to be tracked for updates.

Step 1 - Go to  PIM -> Manage Data -> Employee Data Export

For example on May 1st, the base salary is updated from $50,000 to $53,000 with an immediate effect. At the end of the month, the Payroll administrator can run a delta report for changes made during the month of May and the delta report will include details of the above record. The payroll administrator will, therefore, know that this is the only record to be updated within the payroll system. 

When you choose the date range in which you would want to track the changes done to employee Job and Salary details, the validate function can be clicked to enable the ‘EXPORT” button which is used to download CSV file with the information needed.

Step 2 - Complete the following fields to define the desired search criteria.