Vergleichsreport

General parameters of all reports in this group are:

• Format: pdf, print, xls
• Search
• Include selection in search

The selected parameters of the report are displayed above the list.

List of employees

As the name suggests, this report is intended to give you an overview of your employees on a certain key date. 

Additional parameters are:

• key date
• Employment code: Employee, worker, freelancer, etc.
• Status: Active, Resigned, Inactive
• Classification of employees: trainee, employee, intern
• Group
• Determining Persons from Groups on the Reference Date

Output:

• salutation
• title
• name
• personnel number
• Organizational Unit Abbreviation

Telephone list

Additional parameters are:

• key date
• Status: Active, Resigned, Inactive
• Group
• Determining Persons from Groups on the Reference Date

Output:

• Name
• Employee ID
• organizational unit
• Telephone office
• Mobile Office
• Private telephone
• Mobile private
• Email Office

Responsibilities

Additional parameters are:

• key date
• mandatory responsibilities
• Optional responsibilities
• Group
• Determination of persons by groups on the reference date

Output, depending on the selected grouping:

• Name
• Employee ID
• Org. unit
• comment
• Valid from
• Valid until

Education

Additional parameters are:

• Group by
• Status: Completed, Current, Unknown
• Status: active, inactive, resigned

Output:

• Title
• name
• Employee ID
• from
• until
• field of study
• Name of the training centre
• type
• status

Certificates

Additional parameters are:

• Certificate status: Expired, Current, All, Valid max. x months
• certificate
• certificate group
• originator
• Status: active, inactive, resigned
• Group by
• Group
• From
• Until
• Determining Persons from Groups on the Reference Date

Output:

• Certificate
• Exposed
• expiry date
• certificate group
• exponents

Training list

Additional parameters are:

• Seminar group
• Education/further training
• Training Status: Completed, Planned, Cancelled
• Status: Active, Resigned, Inactive
• Group
• From
• Until
• Determining Persons from Groups on the Reference Date

Output:

• Status
• from
• until
• hours
• days
• Education/further training
• seminar group
• educational establishment
• Type of educational institution

Birthdays and Jubilees

Additional parameters are:

• Year
• Months: 1 or more to be selected
• Variant: All birthdays, service anniversaries over 15, round service anniversaries, birthdays over 20, birthdays over 40
• Fictitious entry date
• Status: Active, Resigned, Inactive
• group
• Sort by date
• Determining Persons from Groups on the Reference Date

Output:

• Date
• name
• Employee ID
• status
• date of birth
• Birthday

Overview

Personnel lists offer a broad range of evaluation options for the workforce of your company. With appropriate search criteria and filters, it is possible to obtain detailed information about headcount. Below, we explain the options that the reporting system opens up in this area.

The following personnel lists are currently available (clicking the list you are looking for takes you to its description):

• Employee List
• Phone List
• Person Addresses
• Responsibilities
• Education
• Certificates
• Training List
• Birthdays and Anniversaries

Parameters

The masks for creating the various lists all contain the two parameters

• Format (pdf, print, or xls)
• Reference date (with calendar, filled with the current date by default)

as well as the fields

• Search (text field for the optional entry of keywords such as employee or location names, prefilled by default with "Organizational unit, location or cost center") and
• the mandatory checkbox for selecting loose groups and organizational units or, depending on the organizational structure, also cost centers and locations

Required fields are the reference date and the checkbox. Without filling these in or accepting the current date, no list can be created. If no format is selected, a file in pdf format is created by default.

Depending on the type of list selected, further fields can be used. These are described in the chapters on the respective lists.