Summary

The Career Timeline Report displays career events for individual employees, departments or reporting groups. These career events are recorded on the Career tab of the HR Employee Maintenance window.

Step by Step

1     Open the Career Timeline report window (HR> Reports> Career Timeline).

2     Configure the report.

• The Date From and Date To fields are used to specify a date range for the report.
  • Only the career events that occurred within this date range will be displayed.
• The Employee Number field is used to filter the report by a specific employee.
  • Employee numbers are assigned when employees are created (PR> Maintenance> Employee> General tab> Employee Number field).
• The Department field is used to filter the report by a specific HR department.
  • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
• The Reporting Group field is used to filter the report by a reporting group.
  • Reporting groups are created and maintained on the Reporting Group Maintenance window (PR> Maintenance> Reporting Group).
• The Event Description field is used to filter the report by the event in the employee's career timeline.
  • For example, if you would like to generate a report that provides the start date for every employee in a department, you would specify the desired department and enter Hire Date in this field.
    • Other events include Position Change, Department Change, Supervisor Change, Union Unit Change and Hourly Rate Change.
• The report will display the Department, Employee Number, Event Date, Event Description, Original Value and Updated Value. If more than one employee is included, the report will page break by employee.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).