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Go and select your employer. We’ll use SR1 for today for employer. And then just as with financial
reporting, you’re going to see the data link contains all the tables for the personnel data, the payroll
data. You’ll see the payroll income data. You’ll see tax and deduction data, and payroll history
in the payroll area.
In HR area, you’re going to see benefits, safety and health, absence data, and then today we’re
going to spend some time in the employee master file. Now the great thing here is that all the joins have been
done for you. So if you were joining multiple tables, you wouldn’t have to do that work yourself.
You’re going to see that right here in the next step, where you’re looking at all the tables for
the master file but you also have the route master file joined in as a drop down.
Now you can go through and, if you want to grab division, well in my system that’s level one. You want
to grab employee name. You can do first last, or you can do employee complete name. Let’s grab gender,
and this time I’m going to double click to grab gender and double click to grab ethnicity. So point and
click, drag and drop, multi select, all of those work the same way as any Windows type application. So
it’s really easy to grab the column headings that you’re after.
This screen allows you to do any filtering. So if you want to filter it for a particular division, a
particular employer, maybe by gender, maybe by ethnicity, it’s really up to you. You can simply grab the
fields below, drag them to the top and just as you saw before. You could go through the reporting wizard and
create any kind of filtering you would want to do.
For now we’ll just grab everything for this employer. Just as before, there are multiple formats you
can choose from. You can go ahead and grab those HR metrics and you can go through a variety of different
things so that when you hit next you can come to the final screen where you can save this report and run it
later. I’ll talk more about that in just a second, but you’re going to see how saving these
reports allows you to really leverage standard or sample file reports.
Click ‘finish’, and the reporting application goes ahead and runs the report for you. Now you see
you have all of the information in here including gender. If I scroll down, you’re going to be able to
see all the data by divisions. So again, it’s very quick, very easy for you to access the database and
get into this familiar format similar to Excel that lets you do that work you need to do.
Using our viewsheet layer, you can do all kinds of really powerful things. So maybe the first thing you want
to do is look at this raw data but sort it a different way. Maybe you want to put it into a pivot table. Pivot
tables just organize and summarize the data. When you pick the pivot table wizard, it’s going to ask you
what the data range is. It defaults to the data I just highlighted a second ago.
You click ok and then this data allows you to create the pivot table. On the right hand side you’re
going to say what you want to go into the rows and the columns. What do you actually want to be the data?
That’s going to be the value. So if you point and click and drag and drop, you can make division the row
of labels. You can make ethnicity the column label. You start seeing it to build the pivot table on the left,
and then we’re going to grab gender and make that the values in the center.