Create or modify HR system report definitions

You can add or modify HR system reports for an employee using the HR Systems module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Employees can ask about HR reports or request an HR report through the HR Service Portal. An HR report case is opened and can be viewed and managed at HR - Systems > Case Mananagement > HR Systems Cases.

Procedure

  1. Navigate to HR - Systems > Systems Reports > Report Definitions..
    The HR Operations Reports (Report Definitions) list opens.
  2. Click New to open an HR operations report record.
  3. Complete the form. (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Operations Report form
    Field Description
    Name Name of the report.
    Description Description of the report.
    Report type Type of report, such as Customer Satisfaction, Compliance, or Operational.
    System System for which the report is needed, such as Payroll System.
    Justification Why the report is needed.
    Contact Person to contact about the form.
    Requester Person requesting the report.
    From Beginning date for the comprised report data.
    To End date for the comprised report data.
  4. Click Submit.
    The system report is listed in the HR Operations Report (Report Definitions) list.
  5. To modify system report definitions data, find the existing system report definition in the HR Operations Report (Report Definitions) list.
    You can use the list search menu by typing the report name or the requestor name and pressing Enter.
  6. Click the system report to open the form.
    The HR Operations Report form opens displaying report name and other populated fields.
  7. Modify the form.
  8. Click Update.