This article will cover a two examples of user report configurations. Please refer to the list of examples below:
Assignees by Relocation Coordinator
This example displays the ability to report on a resource’s usage across the system.
By adding the Resource Role Metadata data source in the user report type, a user can specify the role to be reported on. In this example, the relocation or assignment coordinator role is used.
User Report Type
A Coordinator Load User Report Type has been created for this example.
"Assignment" was chosen as the base table. The additional data sources have been added into the user report type:
Employee - included for the first name and last name of the employee
Resource - added to include the username of the resource
Resource Role Metadata - added to include the resource types, which will be used as a filter by the user report.
User Report
The Coordinator Load User Report that has been created for this example, and has no pre-requisite reports.
The following data fields have been added:
Company - outputs the company of the employees
First Name - pulls the first name of each employee. This is hidden since an SQL field has been added instead to combine the first and last names of each employee
Last Name - pulls the last name of each employee. This is hidden since an SQL field has been added instead to combine the first and last names of each employee
Employee Name (Custom SQL Field) - SQL field configured to combine the first and last names of every employee
Relocation Effective Date - outputs the effective date of the employees' assignments
Scheduled End Date - outputs the scheduled end date of the employees' assignments
Relocation Coordinator - outputs the username of the chosen resource
The following filters have been added:
Assignment: Inactive Is Equal To No - output will only include employees with active assignments
Resource Role Metadata: Description Is Equal To Relocation Coordinator - output will only include employees under the relocation coordinator resource type.
Resource: Name Is Equal To <name> - this filter is configured to prompt the user to choose a specific relocation coordinator in the system. This report will then output all of the employees assigned to the chosen resource.
The following image shows the output of the configured user report:
Assignee Compensation Information
This report is designed to retrieve an assignee’s most recent effective salary that will be used for Compensation Worksheet calculations.
The assignment compensation salary data source contains the international salary amounts used for calculating compensation worksheet amounts. When reporting off of this data source in coordination with the employee or assignment data sources, multiple rows of data may appear on the report for a particular assignee.
This is due to the historical salary data stored in the system.
User Report Type
An Assignee Compensation Information User Report Type has been created for this example.
"ASSIGNMENT COMP & PAYROLL INFO" was chosen as the base table. This is a view which has been added to the system to pull back the 2 most recent effective salary amounts.
The additional data source has been added into the user report type:
Employee - included for the first name and last name of the employee
User Report
The Assignee Compensation Information User Report has been created for this example, and has no pre-requisite reports.
The following data fields have been added:
First Name - pulls the first name of each employee
Last Name - pulls the last name of each employee
Current Annual Base Pay Amount
Current Annual Base Pay Currency
Current Base Pay Effective Date
Previous Annual Base Pay Amount
Previous Annual Base Pay Currency
Previous Base Pay Effective Date
The following filters have been added:
Assignment: Company Is Equal To <Company Name> - this filter is configured to prompt the user to choose a specific company in the system. This report will then output all of the employees and their corresponding compensation information
Assignment: Inactive Is Equal To No - output will only include employees with active assignments
The following image shows the output of the configured user report:
