HR/Benefits Solution Report Template Editing and Creation

To submit this form, follow these instructions: Email the completed form to hrreports@company.com. Fax the form to 123-456-7890. Use the online submission form available at www.company.com/hrreports. Alternatively, you can mail the form to the HR Department, 123 Company Address, City, State, ZIP Code. Ensure that all required fields are filled out accurately and completely before submitting. Our advice is to double-check all entered data and save a copy of the completed form for your records. Always submit the form through the most convenient method available to you.

The purpose of this form is to guide HR professionals and managers in creating and managing custom HR/Benefits report templates using the Manager Access Reporting tool. This tool allows users to edit existing templates, create new ones, and apply filters to generate comprehensive reports tailored to their needs. By providing step-by-step instructions and best practices, this form aims to enhance the efficiency and accuracy of HR reporting processes. Custom templates help streamline HR operations by enabling users to display relevant data points such as personal information, work details, time off, earnings, and talent/performance. The flexibility of customizing report templates ensures that the generated reports meet specific organizational requirements and provide valuable insights for decision-making. This form also emphasizes the importance of periodically reviewing and managing templates to maintain an efficient reporting system. Additionally, the form highlights the benefits of using historically tracked fields to capture changes in employee data over time. By including historical data in reports, HR professionals can monitor trends and make informed decisions based on accurate and comprehensive information. Overall, this form serves as a valuable resource for optimizing HR reporting practices and ensuring that the generated reports are both relevant and useful.

• 1. Personal: Select report fields related to personal identification and personal information.
• 2. Work: Select report fields related to general work information, status, job information, and corporate groups.
• 3. Time Off: Select report fields related to employee time off information such as accruals, time taken, balances, and projected carryover.
• 4. Earnings: Select report fields related to employee earnings and compensation action information.
• 5. Talent/Performance: Select report fields related to performance management and talent records (awards, education, licenses/certifications, prior work experience, professional affiliations, skills, and training).
• 6. General: Select general report fields such as date of hire/rehire, work phone, work email, and other contact details.
• 7. Corporate Group: Select fields related to corporate group information such as division, department, location, and pay group.

If you fail to submit this form, important HR/Benefits data will not be captured in your reports. This can lead to incomplete or inaccurate reporting, impacting decision-making and compliance.

• Incomplete Data: Missing submission can result in incomplete data in your HR reports.
• Inaccurate Reporting: Failure to submit can lead to inaccuracies in the generated reports.
• Compliance Issues: Non-submission may cause compliance issues due to lack of required data.

• 1. Creating Custom Templates: Use this form to create new report templates tailored to your specific needs.
• 2. Editing Existing Templates: Refer to this form when editing existing report templates to update or modify report fields.
• 3. Filtering Templates: Use this form to apply filters to your report templates for easier sorting and searching.
• 4. Generating Reports: Use this form to guide you through the process of generating HR/Benefits reports using the templates.
• 5. Tracking Historical Data: Refer to this form to include historically tracked fields in your reports for capturing changes over time.