Customizing Employee Reports

You can customize the following Employee Reports Templates to create unique saved searches:

• TEMPLATE Average Salary by Ethnicity

• TEMPLATE Average Salary by Gender

• TEMPLATE Average Salary by Job

• TEMPLATE Employee Birthday Report

• TEMPLATE Employee Birthdays by Month

• TEMPLATE Employee Roster

• TEMPLATE Employees by Age Range

• TEMPLATE Employees by Base Wage Type

• TEMPLATE Employees by Ethnicity

• TEMPLATE Employees by Gender

• TEMPLATE Employees by Hire Date

• TEMPLATE Employees by Job

• TEMPLATE Employees with Incomplete Compensation Data

• TEMPLATE Employees without Supervisors

• TEMPLATE New Hires (Last 90 Days)

• TEMPLATE New Hires by Ethnicity (Last 12 months)

• TEMPLATE New Hires by Gender (Last 12 months)

• TEMPLATE Termination Reasons (Trends)

• TEMPLATE Upcoming New Hires

• TEMPLATE Upcoming Terminations

Customizing an Employee Report Template

Use the following procedure to customize an employee report template.

To customize an employee report template:

1. Go to Lists > Search > Saved Searches.

2. Beside the template that you want to customize, click Edit.

3. In the Search Title field, remove TEMPLATE from the name of the search, and then enter a new name for the search.

4. In the Audience subtab, from the Roles list, select the roles that should have access to the saved search.

5. If necessary, update the settings in any of the other tabs (for example, you can update search criteria in the Criteria subtab).

6. Click Save As.

Tip:

To complete the next set of steps, after you create your new saved search, copy its ID. On the Saved Searches page, the ID appears in the ID column, beside the name of the saved search.

Adding a Menu Link for a Saved Search

After you customize a template and create a new saved search, you can add a menu link to access the saved search.

To add a menu link for a saved search:

1. Go to Customization > Scripting > Scripts.

2. Beside ER Redirect Su, click View.

3. Click the Deployments subtab. For each of the deployments that correspond to the employee report templates that you customized, do the following:

   1. Click the deployment. For example, if you created a customized saved search based off of the Employee Birthday Report, click the Employee Birthday deployment.

   2. Click Edit.

   3. Click the Parameters subtab. In the View field, enter the ID for the corresponding saved search that you customized earlier. For example, the ID for the customized Employee Birthday Report might be customsearch_er_employee_bday_2.

      Note:

      To find the ID for the saved search, go to Lists > Search > Saved Searches. The ID appears beside the saved search in the ID column.

   4. In the Audience subtab, from the Roles list, select the roles that should have access to the saved search.

4. Check the Deployed box.

5. Click Save.

You can now find the customized saved search by going to Reports > Employees/HR.

Related Topics

Time and Billables Reports

Time-Off Management Reports and Workbooks

Recruiting Reports

Employee Change History Report

Employee Saved Search Reports

Employee Bonus History and Current Compensation Workbook

Performance Management Saved Searches and Workbooks

Employee Reports and Workbooks

General Notices