Summary

The Position Control Report will display the positions that have been created in the Position Control Maintenance window (HR> Maintenance> Position Control).

Step by Step

1     Open the Print Position Control window (HR> Reports> Position Control).

2     Configure the report.

• The Print Options section is used to filter the employees, positions and departments that are included in the report. If all of these fields are left blank, the report will include all employees, positions and departments.
• Enter an Employee Number or click the field label to select one from a list.
  • This field is used to filter the report by a specific employee number.
  • Employee numbers are assigned when the employee is originally created (PR> Maintenance> Employee> General tab> Employee Number field).
    • Employees are assigned to specific Positions and Departments on the same tab.
• Enter a Position or click the field label to select one from a list.
  • This field is used to filter the report by a specific position.
  • Positions are created and maintained on the Position Maintenance window (HR> Maintenance> Position).
• Enter a Department or click the field label to select one from a list.
  • This field is used to filter the report by a specific department.
  • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
• The Position Control report will display the department number and description, position, control point, full-time average and the employee attached to the position.
• The Position Control Report will display No in the Closed column on the report if no employee has been assigned to the position control point or the associated employee has been terminated.

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).