Difference between revisions of "Report Options"
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==General Information== | ==General Information== | ||
| − | Access this tab by clicking the Reports | + | Access this tab by clicking the '''Reports''' icon on the tool bar and then selecting the "Report Options" tab or by selecting a report from the '''Reporting''' menu. Options for all the reports within the Complete AAP can be set by utilizing the features within this tab. |
All the statistical reports for an affirmative action plan are listed here in three separate groups. | All the statistical reports for an affirmative action plan are listed here in three separate groups. | ||
| Line 14: | Line 14: | ||
==Controls== | ==Controls== | ||
* '''Options Buttons''' | * '''Options Buttons''' | ||
| − | :Click on the Options button next to any of the reports to set options, preview, print or export an individual report. | + | :Click on the '''Options''' button next to any of the reports to set options, preview, print or export an individual report. |
| − | * '''Restore | + | * '''Restore Defaults Button''' |
| − | :Click on the Restore | + | :Click on the '''Restore Defaults''' button to set all the report options back to the default setting recommended by Yocom & McKee, Inc. |
==Report Type== | ==Report Type== | ||
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* '''Rollup''' | * '''Rollup''' | ||
| − | :All users | + | :All users may create a report showing all employees ultimately reporting to the selected employee. See [[Roll Up Reports]]. |
* '''Select Employee''' | * '''Select Employee''' | ||
| − | :This button opens a listing of all employees in the Company and prompts you to select an individual. If you have included valid supervisors for every employee and each supervisor has a valid supervisor assigned, you could select the top executive over a function within your organization and all the reports will include every employee in the organization who ultimately reports to that executive. This gives you the ability to create custom reports for the executive over that functional area. Once an individual is selected for the rollup, all reports will include only those employees reporting to that person. | + | :This button opens a listing of all employees in the Company and prompts you to select an individual. If you have included valid supervisors for every employee and each supervisor has a valid supervisor ID assigned, you could select the top executive over a function within your organization and all the reports will include every employee in the organization who ultimately reports to that executive. This gives you the ability to create custom reports for the executive over that functional area. Once an individual is selected for the rollup, all reports will include only those employees reporting to that person. |
* '''Clear Button''' | * '''Clear Button''' | ||
:This button will remove the individual selected for rollup and restore the reports to their normal setting. | :This button will remove the individual selected for rollup and restore the reports to their normal setting. | ||
| + | |||
| + | ===See Also=== | ||
| + | [[Publish Your Reports]]<br> | ||
| + | [[Report Options - Adverse Impact Report]]<br> | ||
| + | [[Report Options - Annual Goals Report]]<br> | ||
| + | [[Report Options - Availability/Utilization Report]]<br> | ||
| + | [[Report Options - Cohort Report]]<br> | ||
| + | [[Report Options - Department List]]<br> | ||
| + | [[Report Options - Employee List]]<br> | ||
| + | [[Report Options - Employee Level Compensation Data]]<br> | ||
| + | [[Report Options - Executive Summary]]<br> | ||
| + | [[Report Options - Feeder List]]<br> | ||
| + | [[Report Options - Goals Progress Report]]<br> | ||
| + | [[Report Options - JAAR Analysis]]<br> | ||
| + | [[Report Options - Job Group Analysis Report]]<br> | ||
| + | [[Report Options - Job Group List]]<br> | ||
| + | [[Report Options - Job List]]<br> | ||
| + | [[Report Options - Location List]]<br> | ||
| + | [[Report Options - Organizational Display]]<br> | ||
| + | [[Report Options - Progression Report]]<br> | ||
| + | [[Report Options - Salary Code List]]<br> | ||
| + | [[Report Options - Salary Analysis]]<br> | ||
| + | [[Report Options - Salary Regression]]<br> | ||
| + | [[Report Options - Salary Summary]]<br> | ||
| + | [[Report Options - Tipping Point]]<br> | ||
| + | [[Report Options - Workforce Analysis Report]]<br> | ||
| + | |||
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. | ||
Latest revision as of 17:58, 15 November 2016
General Information
Access this tab by clicking the Reports icon on the tool bar and then selecting the "Report Options" tab or by selecting a report from the Reporting menu. Options for all the reports within the Complete AAP can be set by utilizing the features within this tab.
All the statistical reports for an affirmative action plan are listed here in three separate groups.
- Required Reports lists the reports that must (by regulation) be included in your affirmative action plan.
- Optional Reports are supporting lists along with the Executive Summary. The Executive Summary combines all the most important statistical conclusions of the analysis and places them into one report that can be used to present your affirmative action plan to management.
- Salary Reports should not be included in or attached to the actual affirmative action plan, but should be kept separately. Regulations require every contractor to analyze their compensation systems and these reports are intended to perform a preliminary analysis. Because analyzing compensation can be complex and the potential liability great, we suggest utilizing a specialist if the preliminary reports show significant problem areas.
Controls
- Options Buttons
- Click on the Options button next to any of the reports to set options, preview, print or export an individual report.
- Restore Defaults Button
- Click on the Restore Defaults button to set all the report options back to the default setting recommended by Yocom & McKee, Inc.
Report Type
- Standard
- This is the default report setting.
- Companywide
- Pro users may create custom reports showing all employees in all plans within the same company.
- Rollup
- All users may create a report showing all employees ultimately reporting to the selected employee. See Roll Up Reports.
- Select Employee
- This button opens a listing of all employees in the Company and prompts you to select an individual. If you have included valid supervisors for every employee and each supervisor has a valid supervisor ID assigned, you could select the top executive over a function within your organization and all the reports will include every employee in the organization who ultimately reports to that executive. This gives you the ability to create custom reports for the executive over that functional area. Once an individual is selected for the rollup, all reports will include only those employees reporting to that person.
- Clear Button
- This button will remove the individual selected for rollup and restore the reports to their normal setting.
See Also
Publish Your Reports
Report Options - Adverse Impact Report
Report Options - Annual Goals Report
Report Options - Availability/Utilization Report
Report Options - Cohort Report
Report Options - Department List
Report Options - Employee List
Report Options - Employee Level Compensation Data
Report Options - Executive Summary
Report Options - Feeder List
Report Options - Goals Progress Report
Report Options - JAAR Analysis
Report Options - Job Group Analysis Report
Report Options - Job Group List
Report Options - Job List
Report Options - Location List
Report Options - Organizational Display
Report Options - Progression Report
Report Options - Salary Code List
Report Options - Salary Analysis
Report Options - Salary Regression
Report Options - Salary Summary
Report Options - Tipping Point
Report Options - Workforce Analysis Report
© Copyright Yocom & McKee, Inc.
