Employee Personal Details Report displays most details about all employees. This report is helpful to the HR Team to review, verify and analyse the employee data across the Organization. This report enables the HR team to glance quickly a variety of employee information in one report thereby saving time & effort. If you do not need to see the details of all the employees, you can also run individual employee reports pertaining to each employee.
HR Manager shall be able access the report. From the Home screen Navigation Bar click -> Manage reports. This opens Manage Reports page.
Employee Personal Details Report is grouped under Employee Management.
Click on Employee Personal Details Report, it takes you to the following page;
Here you can generate Employee Personal Details Report with the help of following filters available.
You can include additional criterion by clicking Add which opens a new dialog box displaying additional logic filters. To add or remove logic filters Click on the Add button, it takes you to the following dialog box;
Choose the filters you want and click Save before you generate the report.
The report generates the list of Employees/Employee with all the necessary details, based on the criteria’s selected.
For any additional action to customize visualization kindly click on the Hammer & Wrench Icon to select the fields to be displayed in the chart. Employee Report can easily be customized for visualization by clicking on (settings) icon. It takes you to the following window;
Here you can decide the fields to be displayed by choosing the required fields from the ‘Available Fields’. Select the fields which is required and Click on and it will be visible in ‘Display Fields’, If you want to remove some fields from ‘Display Fields’ select the filed and click on and when you are Finished Click on save button.
You can also group the report based on fields provided in the Group by drop down list.
Finally you can export the reports generated in an Excel, PDF or Word format by clicking on . Here can you Select from the options available. Select from the options available. When you export the report, Synergita creates a copy of the report and also allows you to store it in the selected format.
Kindly review the suggested file name (Synergita uses the name of source report). Before saving the file, if you want you can modify the file name and in the file format drop box, select the file format that you want and click Save.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.