Employee Central Advanced Reporting

Reference Guide

SAP SuccessFactors Employee Central: Advanced Reporting

Document Version: 1H 2020 – 2020-04-03

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Employee Central Advanced Reporting Technical Guide for Standard Reports in Employee Central

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© 2018 SAP SE or an SAP affiliate company. All rights reserved.

Employee Central Advanced Reporting

Typographic Conventions

Typographic Conventions

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pushbuttons labels, menu names, menu paths, and menu options.

Textual cross-references to other documents.

Example Emphasized words or expressions.

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transaction codes, table names, and key concepts of a programming language when they

are surrounded by body text, for example, SELECT and INCLUDE.

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names of variables and parameters, source text, and names of installation, upgrade and

database tools.

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they appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and characters

with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F2 or ENTER .


Document History

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© 2018 SAP SE or an SAP affiliate company. All rights reserved. 3

Document History

Version Date Change

1.0 2016-08-15 New guide with technical information on the standard reports in Employee

Central.

2.0 2016-11-16 New reports are added to this guide.

3.0 2017-02-10 New reports are added to this guide. Additionally, an overview table about

the different bundles of reports is added.

4.0 2017-05-05 New reports are added to this guide.

4.1 2017-05-19 Minor corrections added to this guide.

5.0 2017-08-04 New reports added to this guide.

6.0 2017-11-03 Corrections added to this guide.

7.0 2017-12-15 Minor changes included into this guide.

8.0 2018-03-09 New reports added to this guide.

9.0 2018-03-23 Minor changes included to this guide.

10.0 2018-08-03 New report added to this guide.

11.0 2018-11-02 No changes added to this guide.

12.0 2019-03-08 New report added to this guide

13.0 2020-04-03 Minor changes included to this guide.

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Table of Contents

Table of Contents

1 Overview of Advanced Reports ................................................................................................... 7

2 Absence Overview ....................................................................................................................... 12

3 Absence Frequencies and Duration .......................................................................................... 14

4 Advances Overview ..................................................................................................................... 16

5 Age Ranges................................................................................................................................... 21

6 Alternative Cost Distribution.....................................................................................................24

7 Annual Compensation Overview ............................................................................................... 26

8 Annual Compensation History ................................................................................................... 31

9 Apprentice On-the-Job Training by Org Unit ........................................................................... 33

10 Apprentice Department Assignment History .......................................................................... 36

11 Benefits – Cost Analysis ............................................................................................................ 38

12 Benefits - Enrollment Statistics ................................................................................................42

13 Benefits – Employee Claim ........................................................................................................ 45

14 Benefits - Enrollment ................................................................................................................. 48

15 Benefits - Insurance Enrollment ................................................................................................ 51

16 Benefits - Pension Fund Enrollment ......................................................................................... 54

17 Birthday List ................................................................................................................................. 58

18 Challenged Employees .............................................................................................................. 60

19 Company Address Book ............................................................................................................. 62

20 Compa Ratio and Range Penetration ....................................................................................... 65

21 Competency List........................................................................................................................... 71

22 Contingent Worker Register ...................................................................................................... 72

23 Data Replication Monitor ........................................................................................................... 74


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24 Deductions Overview .................................................................................................................. 77

25 Dependents ................................................................................................................................. 80

26 Direct Reports ..............................................................................................................................82

27 Direct Reports (Advanced) ........................................................................................................ 84

28 Disparities between Reporting Line and Position Hierarchy ................................................ 88

29 Employee Emergency Contacts ................................................................................................. 91

30 Employee Hierarchy Report Template (5 Levels) .................................................................. 93

31 Employee Movements ................................................................................................................ 96

32 Employee Register ................................................................................................................... 100

33 Employee Times Overview........................................................................................................ 102

34 Employee Timesheet .................................................................................................................106

35 Employment Changes ...............................................................................................................109

36 FRA - Workforce Statistics ........................................................................................................112

37 Global Assignments - Accompanying Dependents ............................................................... 118

38 Global Assignment: Contact Details ........................................................................................121

39 Headcount and FTE ................................................................................................................... 124

40 Job Assignment ......................................................................................................................... 127

41 Job Relationships ...................................................................................................................... 130

42 Multiple Employments .............................................................................................................. 132

43 New Hires.................................................................................................................................... 135

44 Nonrecurring Pay History ......................................................................................................... 137

45 Open Workflow Requests ......................................................................................................... 139

46 Pay Rages ................................................................................................................................... 147

47 Payment Information ................................................................................................................ 150

48 Payroll Results ........................................................................................................................... 153

49 Pension Overview ...................................................................................................................... 156

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Table of Contents

50 Position Details ......................................................................................................................... 158

51 Position Overview ...................................................................................................................... 162

52 Position Hierarchy Report Template (5 Levels) .................................................................... 166

53 Private Contact Information .................................................................................................... 169

54 Recurring Pay History ............................................................................................................... 172

55 RUS - Data Compliance for PII ................................................................................................. 175

56 Seasonal Employees .................................................................................................................. 177

57 Service Anniversaries ............................................................................................................... 180

58 Terminated Employment .......................................................................................................... 182

59 Time Account Overview ............................................................................................................ 184

60 Time Account Payout ................................................................................................................ 186

61 Time Account Snapshot ........................................................................................................... 188

62 Time Collector Template ...........................................................................................................191

63 Time Pay Types Overview......................................................................................................... 193

64 Turnover Report ........................................................................................................................ 195

65 USA - Affirmative Action Plan (AAP) ...................................................................................... 199

66 USA - Equal Employment Opportunity Analysis (EEO) ....................................................... 206

67 USA - Veterans' Employment (VETS-100) ............................................................................. 210

68 USA - Veterans Employment (Form VETS 4212) ................................................................... 213

69 Workflow Changes Activity Log .............................................................................................. 218

70 Work Eligibility ........................................................................................................................... 222

71 Worker Competency Assessment .......................................................................................... 224

72 Workflow Processing Statistics ............................................................................................. 226

73 Workflow Processing Time Statistics .................................................................................... 228

74 Workflow Request Analysis ..................................................................................................... 231

75 ZAF - Employment Equity Workforce Analysis (EEA2)........................................................ 233


Overview of Advanced Reports

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1 Overview of Advanced Reports

This reference guide outlines the pre-delivered standard reports that are available in Advanced Reporting in

Employee Central.

You can copy and adapt these reports as according to your company's needs. The resulting data can also be

easily exported and reused in other tools or applications such as Microsoft Excel.

The reports are clustered into the following bundles:

• Basic: Subset of standard reports which are used by all Employee Central customers and which can be easily

implemented.

• Advanced: Subset of best practices and templates which need to be adjusted according to the specific needs

of each customer

• Country/Region-specific: Subset of country/region-specific reports, which are listed per country/region.

Here is an overview of the reports and to which bundle they belong to:

Report name Basic Advanced Country/Region-

specific

Absence Overview X

Age Range Report X

Birthday List X

Challenged Employees X

Company Address Book X

Dependents X

Direct Reports X

Employee Emergency Contacts X

Employee Register X

Employment Changes X

Headcount and FTEs X

Job Assignment X

Job Relationships X

New Hires X

Non-Recurring Pay History X

Open Workflow Requests X

Pay Range X

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specific

Payment Information X

Position Overview X

Private Contact Information X

Recurring Pay History X

Service Anniversaries X

Terminated Employments X

Time Account Overview X

Work Eligibility X

Workflow Processing Statistics X

Workflow Request Analysis X

Absence Frequencies and Duration X

Advances Overview X

Alternative Cost Distribution X

Annual Compensation History X

Annual Compensation Overview X

Apprentice Department Assignment History X

Apprentice On-the-job Training by Org Unit X

Benefits - Cost Analysis X

Benefits - Employee Claim X

Benefits - Enrollment X

Benefits - Insurance Enrollment X

Benefits - Pension Fund Enrollment X

Benefits - Enrollment Statistics X

Compa Ratio and Range Penetration X

Competency List X

Contingent Work Register X

Data Replication Monitor X

Deductions Overview X

Direct Reports (Advanced) X



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specific

Disparities between Reporting Line and

Position Hierarchy

X

Employee Hierarchy Report Template (5

Levels)

X

Employee Movements X

Employee Times Overview X

Employee Timesheet X

Global Assignment Contact Details X

Global Assignments Accompanying

Dependents

X

Multiple employments X

Payroll Results X

Pension Overview X

Position Details X

Position Hierarchy Report Template (5 Levels) X

Seasonal Employees X

Time Account Snapshot X

Time Account Payout X

Time Collector Template X

Time Pay Type Overview X

Turnover Report X

Worker Competency Assessment X

Workflow Changes Activity Log X

Workflow Processing Time Statistics X

Absence Quota - SVN X

Access to Professional Training (BIAF) - FRA X

Affirmative Action Plan (AAP) - USA X

Challenged Employees (DOETH) - FRA X

Data Compliance for PII - RUS X

Dependents - BRA X

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specific

Eligibility for Permanent Contract for

Temporary Employees- SWE

X

Employee Address Directory - JPN X

Employee Details - JPN X

Employee Events - JPN X

Employee Register - FRA X

Employee Statistics - CHE X

Employees’ Age Ranges - CZE X

Employment Equity Workforce Analysis

(EEA2) - ZAF

X

Equal Employment Opportunity Analysis

(EEO) - USA

X

Foreign Employees - JPN X

Income Tax Declaration Overview - IND X

New Hires - FRA X

New Hires (T-1) - RUS X

Pension Fund (ADV-1) - RUS X

Personal Card (Form T-2) - RUS X

Preparation for Declaration of Challenged

Employees - DEU

X

Preparation for Labor Contract - RUS X

Summary of Recent Employee Events (My

Simplification) - ARG

X

Terminated Employees - BRA X

Time Off - BRA X

Veterans’ Employment Report (VETS-100) -

USA

X

Veterans’ Employment Report (VETS-4212) -

USA

X

Work and Residence Permits (MoMi) - NLD X

Workforce Statistics - FRA X

Works Council Eligibles and Electors - FRA X



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Absence Overview

2 Absence Overview

Use

The Absence Overview report provides an overview of absence days for each employee in a department within a

specified period of time. The report consists of the following pages:

• Page 1 - Absence Overview: Shows the accumulated number of absence days taken by each employee and

time type in a certain period of time.

• Page 2 –Absence Details: Lists each absence individually with details like start date, end date, time type, and

approval status.

List of Fields Used in Employee Central

personalInfo first-name

last-name

jobInfo department

employee-status

employmentInfo isContentigentWorker

TimeType externalCode

EmployeeTime approvalStatus

endDate

startDate

timeType

Design Details of Page 1 - Absence Overview

• Report Schema


Absence Overview

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• Date Option

1. Date Type: Date Range (Validity); Date Range = “Current Year”

2. “Use Customer Columns”: Start Date Column = startDate; End Date Column = endDate

3. Related Table Option: Date Type = Current Date

• Pivot Table uses

1. Measure: “Quantity (days)” (Pivot Function: Sum)

2. Columns: “Enrollment Request Date” (Qualifier: All descendants)

3. Rows: Department, Last Name, First Name, Time Type (Qualifier for all 4 rows: All descendants)

Design Details of Page 2 - Absence Details

For report Schema and Date Option see page 1 of the report.

Calculated Columns

• Quantity (in Days): This calculated column is just used to restrict the number of decimals of the

quantityInDays to 2.

Filters

The report contains following filters. Only records are reported where:

• The ‘approval status’ is APPROVED and PENDING.

• The category is ABSENCE.

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Absence Frequencies and Duration

3 Absence Frequencies and Duration

Use

The Absence Frequencies and Duration report provides an overview of absence days of each employee in a

department within a specified period of time. You can use this report as a basis to calculate the Bradford factor for

an individual employee and the organization. The Bradford factor is increasingly used by organizations to identify

employees with frequent short-term absenteeism, which may require further investigation.


personalInfo last-name

first-name

middle-name

personInfo person-id-external

jobInfo company

department

employee-status

employmentInfo isContingentWorker


createdDate

endDate

startDate

TimeType timeType


Absence Frequencies and Duration

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Design Details

This page has 2 components, a Pivot table and the identical query as list report to show the respective details in

the lower part of the page.

• Report Schema

• Date Options





1. Measure (Show Measure on "Rows"; Show Measures As "Major Grouping"; Exclude Rows or columns

that contain no data = "X"):

o “Quantity (days)” (Pivot Measure Name: 'Total Number of days of absence'; Pivot Function: Sum)

o "Person Id” (Pivot Measure Name: 'Total number of absence requests'; Pivot Function: Count)

2. Columns: empty

3. Rows: Department, Person Id, Last Name, First Name (Qualifier for all 4 rows: All descendants)

Calculated Columns

Quantity in Days: Used to restrict the number of EmployeeTime-quantityInDays to 0.

Filters

Only absences are considered, no attendances: Therefore, a filter TimeType-category = ‘ABSENCE’ is applied.

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Advances Overview

4 Advances Overview

Use

The Advances Overview report lists all employees who have requested an advance in a certain period of time.

This report lists all available information about a request of an employee, accumulation of all advances for each

employee, and details of eligibility.

The Advances Overview report consists of two pages. The first page (“Advances – Requests per Employee with

Installments”) shows requests made by employees along with the corresponding installments. The second page

(“Advances Overview – Eligibility”) lists all advance types and the eligibility criteria.


Page 1: Advances – Requests per Employee with Installments


first-name

middle-name

gender


jobInfo company

business-unit

division

department

cost-center

employee-status

location

supervisor


payComponent externalCode

payComponentNonRecurring pay-component-code

pay-date

LegalEntity countryOfRegistration

Country code


Advances Overview

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Currency code

Advance advanceType

approvalStatus

currency

notesForApprover

paymentMode

recoveryMode

recoveryStatus

requestDate

requestedAmount

pendingAmount

AdvancesInstallments installmentStatus

installmentAmount

paymentDate

numberOfInstallments

interestAmount

amortization

amortizationTotal

balanceRemaining

AdvancesAccumulation externalCode

accumulatedAmount

remainingEligibleAmount

numberOfOccurances

remainingNumberOfOccurances

Frequency externalCode

AdvancesEligibility installmentFrequency

interestType

eligibilityAmount

numberOfOccurances


interestRate

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Advances Overview

Page 2: Advances Eligibility

AdvancesEligibility advanceType

basePayComponentGroup

company

dayOfDeduction

deductionDateFormat

deductionPayCompRD

department

firstOccurenceStartDate

installmentFrequency

interestType

monthDate

occuranceOfDay

payComponentType

paygrade

recoveryMode

unitOfPeriod

eligibilityAmount

numberOfOccurances

validityPeriod


interestRate

currency

Currency code

payComponentGroup externalCode

Frequency externalCode

Department externalCode

payGrade externalCode

LegalEntity externalCode


Advances Overview

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Design Details of Page 1 - Advances - Requests per Employee with Installments

• Report Schema

• Date Options

1. Date Type: Date Range (On Start Date); Date Range = “Current Year”

2. “Use Customer Columns”: Start Date Column = payDate

3. Related Table Option: Date Type = Driving Table Start Date

Design Details of Page 2 - Advances Eligibility

• Report Schema

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Advances Overview

• Date Options

1. Date Type: "Current Date"

2. Related Table Option: Date Type = "Current Date"

Calculated Columns

Page 1: Advances – Requests per Employee with Installments

• The following calculated columns are just used to restrict the number of decimals to 2:

o Requested Amount => Advances-requestedAmount

o Accumulated Amount => AdvancesAccumulation-accumulatedAmount

o Eligibility Amount => AdvancesInstallments -interestAmount

o Installment Amount => AdvancesInstallments -installmentAmount

o Interest Amount => AdvancesEligibility-interestRate

o Interest Rate => AdvancesEligibility-interestRate

o Pending Amount => Advance-pendingAmount

o Amortization => AdvancesInstallments- amortization

o Amortization Total => AdvancesInstallments- amortizationTotal

o Balance Remaining => AdvancesInstallments-balanceReamining

o Number of Installments => AdvancesEligibility-numberOfInstallments

o Number of Installments Defined by User => Advance-numberOfInstallments

• Number of Occurrences: Used to restrict the number of AdvancesEligibility-numberOfOccurrences to 0.

o Remaining Number of Occurances: Used to restrict the number of AdvancesAccumulation-

remainingNumberOfOccurrences to 0.

o Advances Accumulation Number of Occurences: Used to restrict the number of AdvancesAccumulation-

numberOfOccurrences to 0.

o Has Installment: Filled with “X” when “installment status” is filled (AdvancesInstallments-

installmentStatus <> NULL)

o Manager: Concatenation of {<Last Name>, <First Name>} of the supervisor

Page 2 – Advances Eligibility

The following calculated columns are just used to restrict the number of decimals to 2:

o Eligibility Amount => AdvancesInstallments -interestAmount

o Number of Occurrences=> AdvancesEligibility-numberOfOccurrences

o Validity Period => AdvancesEligibility-validityPeriod

o Number of Installments => AdvancesEligibility-numberOfInstallments

o Interest Rate => AdvancesEligibility-interestRate

Filters

Only relevant for the first page: A field comparison is applied for the “advanceType” field: AdvancesAccumulation-

advanceType = Advance-advanceType


Age Ranges

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5 Age Ranges

Use

The Age Ranges report provides an overview of the age distribution of employees within the organizational units

of a company, separated by gender.

Remarks to the Design of the Report

The age ranges of the report are 10 year steps (“1-20”, “21-30”, “31-40”, “41-50”, “51-60” and “61-65”). When it is

requested to adjust the report for different ranges, it is required to adjust the calculated column “Age Ranges”.


personalInfo gender

dateOfBirth


jobInfo company

business-unit

division

department

cost-center

employee-status

location

employmentInfo service-date

start-date

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Age Ranges

Design Details

• Report Schema

• Date Options



3. Related Table Option: Date Type = "Driving Table Start Date"


1. Measure (Show Measure on "Columns"; Show Measures As "Major Grouping"; Exclude Rows or columns

that contain no data = "X"): "Person Id” (Pivot Measure Name: 'Headcount; Pivot Function: Count)

2. Columns: "Age Ranges" and "Gender"

3. Rows: Company, Business Unit, Division (Qualifier for all 3 rows: All descendants)

Calculated Columns

• Calc Age (in days): Difference between “Report Date” (i.e. Date enter at report runtime; default is ‘today’) and

“Date of Birth”.

• Age: “Calc Age (in days)” divided by 365.25. Number of decimals is restricted to 2.

• Age Ranges: Filled with…

o … “Age Unknown” when “Age” = 0

o … “1-20” when “Age” <= 21

o … “21-30” when “Age” > 21 and “Age” <= 31

o … “31-40” when “Age” > 31 and “Age” <= 41

o … “41-50” when “Age” > 41 and “Age” <= 51

o … “51-60” when “Age” > 51 and “Age” <= 61

o … “61-65” when “Age” > 61 and “Age” <= 66

o … otherwise filled with “66 and above”


Age Ranges

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Filters

Only employees are displayed, which are either active, on a paid/unpaid leave or suspended ("Employee Status

(External Code)" in A, P, S, U).

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Alternative Cost Distribution

6 Alternative Cost Distribution

Use

The Alternative Cost Distribution report provides an overview of all employees whose compensation payments

are split into additional cost centers. Additional cost centers differ from their primary cost center as defined in Job

Information. Cost centers with an allocation percentage can now be maintained so that this information can flow

to payroll and costs are allocated correctly.

The report result is shown as of date. Default setting is current date, but any other date can be selected at

runtime.


The report provides an overview only of additional cost centers. It is not possible to show a main cost center in

parallel.

To show all the cost centers specified for an employee, SAP recommends to include a main cost center from the

Global Job Information table in the main report and to add EmpCostDistribution -> EmpCostDistributionItem

tables as a sub report.

In addition, it is possible to show the total percentage of all alternative cost centers specified per employee in the

main report using the functionality of Aggregated Calculated Column.



last-name

middle-name



EmpCostDistribution effectiveStartDate

effectiveEndDate

EmpCostDistributionItem costCenter

javascript:%20void(0)




Alternative Cost Distribution

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Design Details

• Report Schema

• Date Options

1. Date Type: Current Date

2. “Use Customer Columns”: Start Date Column = effectiveStartDate; End Date Column =

effectiveEndDate


Calculated Columns

Percentage is used for the representation of column “percentage” with two decimal digits.

Filters

Only employees are displayed, which are either active, on a paid/unpaid leave or suspended ("Employee Status

(External Code)" in A, P, S, U).

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Annual Compensation Overview

7 Annual Compensation Overview

Use

The Annual Compensation Overview report gives the total amounts of payments for each employee grouped by

pay component groups. The report takes the existing compensation values (as of the specified period) and

multiplies by a specified frequency (for example, number of payroll weeks) to give a prediction of the

compensation values, that are valid as of a certain point.

The first page of the report shows the annual total amount for each employee and pay component group. The

second page of the report, Annual Compensation Overview (Details), shows the details of the relevant pay

components that are used for the accumulations.


runtime.

Note: When you choose the default date value today, compensation amounts with the current validity are taken as

a basis for the annual calculation. If the date value is changed to another day, this date’s validity is the basis for the

calculation of the whole year.


To enable the possibility to refer one pay component of type PERCENTAGE to another PC or PCG, the table

‘Compensation’ is joined twice. Here, the following logic is applied:

• IF Pay Component Type = PERCENTAGE:

o then Compensation-Amount is multiplied with the percentage of Compensation (2)

o To avoid unwanted duplicates, a filter is applied in the way that “Base Pay Component Group” from “Pay

Component (2)” and PCG from “Pay Component Group”

• IF Pay Component Type = AMOUNT or NUMBER:

o To avoid unwanted duplicates, a filter is applied in the way that both, “Pay Component Group ID” and

“Pay Component” from Compensation and Compensation (2) must be identical



last-name

middle-name


jobInfo company

business-unit






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division

department

cost-center

employee-status

location

employee-type

job-title

pay-grade

FTE


start-date

eligibleForSalContinuation

frequency code

annualizationFactor

compInfo pay-group

payComponentRecurring frequency

paycompvalue

currency-code

pay-component

base-paycomponent


name

currency

description

useForComparatioCalc

useForRangePenetration


name

payComponentType

currency code


countryOfRegistration

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currencyExchangeRate sourceCurrency

targetCurrency

exchangeRate

Design Details of Page 1 - Annual Compensation Overview

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Current Date" (for both instances of "CurrencyExchangeRate": Date

Type = "Driving Table Start Date")



that contain no data = "X"): "Annual Amount” Pivot Function: Sum)

2. Columns: "'Target Currency"

3. Rows: Person Id, Last Name, First Name, Pay Component Group ID (Qualifier for all 4 rows: All

descendants)

Design Details of Page 2 - Annual Compensation Overview (Details)

For report Schema and Date Option see page 1 of the report.



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Calculated Columns

• Target Currency:

o When the currency of the Pay Component Group (PCG currency) is filled, it is taken

o When the currency of the country is filled, it is taken.

o Otherwise, the currency of the table "Compensation" is taken.

• Annualization Factor: Filled with "frequency-Annualization Factor" when the 'Annualization Factor' is filled and

<> "0". Otherwise filled with "jobInfo-StandardWeekly Hours" multiplied with 52.

• Annualization Factor (Base): Same as above, only for the 'Annualization Factor' from the frequency table

which is joined to the 2nd instance of the compensation table (='compensation(2)')

• Annual Amount: 2 cases needs to be differentiated:

o Pay Component Type = AMOUNT: Then the amount is simply ‘Compensation-Amount’ multiplied with

‘Frequency-Annualization Factor’ multiplied with the 'Exchange Rate'

o Pay Component Type = PERCENTAGE: Then the amount is the percentage (=‘Compensation-Amount')

divided by 100 multiplied with the base amount (=‘Compensation-Amount (2)’) multiplied with the

Annualization Factor from the Base amount (=‘Frequency-Annualization Factor (2)’) and multiplied with

Exchange Rate from the Base Amount (= 'Exchange Rate (2)')

Filters

There is a filter applied:

• Report only shows employees, which are active, on a paid/unpaid leave or suspended.

• There are 2 filters for the currencies (indicated in green); without these filters, many duplicates would be

generated:

o Calculated column "Target Currency" is equal to "Currency Exchange Rate (extended)-Target Currency"

o Calculated column "Target Currency" is equal to "Currency Exchange Rate (extended) (2)-Target

Currency"

• Filter conditions (indicated in blue) are relevant for the pay component types = PERCENTAGE.

• Filter conditions (indicated in red) are relevant for the pay component types AMOUNT and NUMBER.

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Annual Compensation History

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8 Annual Compensation History

Use

The Annual Compensation History report displays the history of the total amounts of payments for each pay

component group and for each employee.

You can run the report for a date range, for example, the previous two years. If there was a change in the

compensation data during this period, the report provides two Annual Totals. One, that is valid before the change

and one that is valid after the change. If there was no change in the compensation data, only one Annual Total is

given.

Annual Compensation History consists of two pages:

• The first page of the report displays the annual total amount for each employee and pay component group.

• The second page of the report displays the details according to the specific months and pay component. It

can also help to validate the accumulated figures from the first page.

Also in this report (similar as in the Annual Compensation Overview report) the annual total amounts are

converted from the currency maintained on the compensation UI into the respective configured target currency

as it is maintained (for example, as default currency for the pay component group or for the country currency).

Remarks to the Pay Component Group Configuration and the Technical Design of the Report

All the remarks provided for the Annual Compensation Overview report are also valid for Annual Compensation

History.


See the List of Fields Used in Employee Central section of the Annual Compensation Overview report.

Design Details

For Report Schema see the respective sections in the design details of the Annual Compensation Overview

report (also the report "Annual Compensation History" has two pages, one age for the overview and one page for

the details).

For Pivot Table, see also the respective section in the design details of the Annual Compensation Overview

report. However, for the "Rows" of the Pivot table, additionally "Effective Start Date" and "Sequence ID" are used.

• Date Options

1. Date Type: "Date Range (Validity)" and Date Range = "Current Year"

2. Related Table Option: Date Type = "Current Date" (for both instances of "CurrencyExchangeRate": Date

Type = "Driving Table Start Date")

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Annual Compensation History

Calculated Columns

• For the 4 calculated columns “Annual Amount”, “Target Frequency”, "Annualization Factor" and

"Annualization Factor (Base)" see the comments for the report "Annual Compensation Overview".

• In addition, a calculated column “Sequence ID” is available to convert the numeric number into a text

(required for usage in the Pivot table as ‘measure’)

Filters

For the filters see the comments for the „Annual Compensation Overview” report.

In addition, the filters indicated in red are provided in the „Annual Compensation History” report.


Apprentice On-the-Job Training by Org Unit

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9 Apprentice On-the-Job Training by Org Unit

Use

The Apprentice On-the-Job Training by Org Unit report provides an analysis of the accumulated number of on-

the-job-trainings in a given org unit, like the department and legal entity.

Remarks to the Report Design

It is required to adjust the restriction at table “Apprentice Job Relationship” for the respective picklist ID of

“Apprentice Relationship Type” for the “Apprentice Manager”. Background: The ‘Relationship Type’ “Apprentice

Manager” must be created within the implementation of Apprentice Management (for details, see the

Implementation Guide for Apprentice Management). The picklist ID is a sequential number given by the system.

This number must be used for the restriction at table “Apprentice Job Relationship”.



first-name

middle-name


jobInfo employee-status

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ApprenticePracticalTrainingEvent startDateAndTime

endDateAndTime

eventName

Apprentice internalId

assignedGroup

ApprenticeGroup groupName

JobRelationship relationshipType

Department relationshipType

LegalEntity name

Department name

Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (Validity)"; Date Range = "Last Year"; Usage of Custom Columns: Start Date

Column = StartDate and End Date Column = EndDate




that contain no data = "X"): "Duration (in Days)” Pivot Function: Sum)

2. Columns: None

3. Rows: Legal Entity, Department (Qualifier for all 4 rows: All descendants)

Calculated Columns

• Day Difference (in Days) (hidden): End Date - Start Date. Both date fields are from table

‘ApprenticePracticalTrainingEvent’

• Duration (in Days): Day Difference (in Days) +1

• Apprentice Supervisor: Concatenation of {<Last Name>, <First Name>} of the supervisor (table ‘Apprentice

Job Relation Global Job Information’)



CONFIDENTIAL


Filters

Only employees (=apprentices) are shown, which are either active, on a paid/unpaid leave or suspended.

Restrictions

A restriction ‘Apprentice Relationship Type in 5964’ is applied for the table “Apprentice Job Relationship”. See the

comment in the section “Remarks to the report design” how to adjust the relationship type for the correct picklist

ID.

36

CONFIDENTIAL



Apprentice Department Assignment History

10 Apprentice Department Assignment History

Use

The Apprentice Department Assignment History report provides an overview of all the departments where the

apprentices have been working during the apprenticeship. As well as the duration within a department, the report

shows the amount of time an apprentice was absent during the assignment to that department. Thus, you can

easily derive the time actually spent in a department.

Additionally, you can flexibly define the time range you need and filter by Apprentice, Apprentice Group, and/or

Apprentice Supervisor.

Remarks to the Report Design

See the remarks in section “Remarks to the Report Design” in report “Apprentice On-the-Job Training by Org

Unit”.


See the list of used field at report “Apprentice on-the-job training by org unit”. In addition, the following fields are

used:

TimeAccount UserId

TimeAccountDetail bookingDate

bookingUnit

bookingAmount

Design Details

• Report Schema

The report schema is an enhancement of the report schema of the report “Apprentice on-the-job training by org

unit”. Note that just “Apprentice TimeAccount” and “Apprentice TimeAccountDetail” are added (“Apprentice

TimeAccount” is joined to the “Apprentice Global Job Info”).


Apprentice Department Assignment History

CONFIDENTIAL


• Date Options

1. Date Type = "Date Range (Validity)"; Date Range = "Last Year"; Usage of Custom Columns: Start Date

Column = StartDate and End Date Column = EndDate





o "Duration in Department (in Days)”, Pivot Function: Average

o "Relevant Time Off (in Days)", Pivot Function: Sum

2. Columns: None

3. Rows: Apprentice Last Name, Apprentice First Name, Start Date, End Date, Department (Qualifier for all

four rows: All descendants)

Calculated Columns

• Day Difference (in Days) (hidden): End Date - Start Date. Both date fields are from table

‘ApprenticePracticalTrainingEvent’

• Duration in Department (in Days): Day Difference (in Days) +1

• Apprentice Supervisor: Concatenation of {<Last Name>, <First Name>} of the supervisor (table ‘Apprentice

Job Relation Global Job Information’)

• Relevant Time Off (in Days): Under the condition that the “Time Account Detail”-records is within the

“ApprenticePracticalTrainingEvent”-time range (booking date >= start date AND booking date <= end date),

the following logic is applied:

o ‘Booking unit’ = HOURS: ‘Booking amount’ * -1 divided by 8

o Otherwise: ‘Booking amount’ (from TimeAccountDetail) * -1

Filters

Only employees (=apprentices) are shown, which are either active, on a paid/unpaid leave or suspended.

Restrictions

See the remark in "Restriction" section of “Apprentice On-the-Job Training by Org Unit” report.

38

CONFIDENTIAL



Benefits – Cost Analysis

11 Benefits – Cost Analysis

Use

The Benefits - Cost Analysis report shows the total costs of claims, which were initiated by employees. The total

cost of claims was incurred for each benefit over a certain period of time (for example, for each quarter or

annually). The report also shows the list of enrolled employees with their entitlement amounts.

An HR admin can use this report to see the actual and predictive costs for employees, which are eligible and have

claimed benefits. For more information about pension enrollment, see the Global Benefits guide.

Example

An Indian-based company offers a benefit for higher education worth 80,000 INR to its employees. An

employee makes two claims: one for 1000 INR and another for 550 INR so the accumulated value is 1550

INR and the remaining value is then 78,450 INR.

Eligibility rules can affect the entitlement amount of an employee. Using the same example, employees

with a particular job are entitled to an additional allowance of 40,000 INR for higher education as part of a

company-wide retraining program. If the same employee met these criteria, then the employee has an

allowance of 120,000 INR.



last-name

gender

marital-status


jobInfo company

location

department

manager-id


BenefitEmployeeClaim claimDate

remarks

totalAmount

BenefitClaimAccumulation accumulatedAmount






CONFIDENTIAL


remainingAmount

Benefit benefitName

benefitType

status

entitlementAmount

BenefitEligibleUser effectiveEndDate

effectiveStartDate

eligibilityStatus

benefitEntitlementAmount

BenefitEnrollment amount

JobClassification name

Currency code

Design Details of Page 1 - Benefits Actual Costs

The page has two components, one Pivot evaluation and one list report for the details. The design of both queries

is identical

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range = "Current Year"; Usage of Custom Columns:

Start Date Column = claimDate

40

CONFIDENTIAL








o "Total Claim Costs”, Pivot Function: Sum

o " Total Amount Enrollment", Pivot Function: Average

2. Columns: Currency

3. Rows: benefitName, Last Name, First Name, Person Id (Qualifier for all 4 rows: All descendants)

Design Details of Page 2 - Benefits Predictive Costs

The page has two components, one Pivot evaluation and one list report for the details. The design of both queries

is identical:

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range; From "First Day of Last Quarter" To "Today"





o "Total Eligible Amount”, Pivot Function: Sum

o "Total Amount Actual Enrollment", Pivot Function: Sum

2. Columns: Currency

3. Rows: benefitName, Last Name, First Name, Person Id (Qualifier for all 4 rows: All descendants)

Calculated Columns

• Manager: Concatenation of <last name> + “,” + <first name> of the manager

• Total Claim Amount: definition of number representation with 2 decimal places



CONFIDENTIAL


• Benefit Entitlement Amount: definition of number representation with 2 decimal places

• Accumulated Amount: definition of number representation with 2 decimal places

• Remaining Amount: definition of number representation with 2 decimal places

• Benefit Enrollment Amount: sum of accumulated amount and remaining amount

• Benefit Claim Amount: sum of accumulated amount and remaining amount

• Benefit User Entitlement Amount: definition of number representation with 2 decimal places

Filters

There are filters implemented:

• Both pages: Only employees are shown, which are either active, on a paid/unpaid leave or suspended.

• Page 1: BenefitEmployeeClaim-recordStatus = "N" AND BenefitClaimAccumulation-workerId =

GlobalJobInformation-User Sys Id

• Page 2: BenefitEnrollment-benefit EITHER equals to BenefitEligibleUser-benefit OR equals to NULL

Restriction

Only BenefitEnrollments are shown, which are active (recordStatus equals to "N"), i.e. not to show any pending

records.

42

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Benefits - Enrollment Statistics

12 Benefits - Enrollment Statistics

Use

The Benefits - Enrollment Statistic report provides statistical information about the benefits enrollment process.

It allows for example the line manager, the responsible cost center manager or the HR admin to check how many

benefits have already been enrolled up by the employees.



last-name


jobInfo company

location

employee-status

manager-id


Currency code

BenefitEnrollment enrollmentRequestDate

currency

benefit

schedulePeriod

WorkerId

Benefit benefitName

benefitType

BenefitSchedulePeriod PeriodName

enrollmentWindowStartDate

enrollmentWindowEndDate





CONFIDENTIAL


Page 1 - Number of Enrollments per Day

• Report Schema

• Date Option


2. “Use Customer Columns”: Start Date Column = Enrollment Request Date

3. Related Table Option: Date Type = Current Date (Date Type = “Show All” for ‘BenefitSchedulePeriod’)

• Pivot table uses

1. Measure: “Person ID” (Pivot Function: Distinct Count)

2. Columns: “Enrollment Request Date” (Qualifier: Selected element and all descendants)

3. Rows:

o “Benefit” (Qualifier: All descendants)

o “Enrolled in Period” (Qualifier: All descendants)

o “Enrollment Opens” (Qualifier: All descendants)

o “Enrollment Closes” (Qualifier: All descendants)

Page 2 - Number of Enrollments by percentage within the enrollment window

For report schema and date options, see first page „Number of Enrollments per Day”. Pivot table uses:

1. Measure: “Person ID” (Pivot Function: Distinct Count)

2. Columns: “Requested at % of Enrollment window (range)” (Qualifier: All descendants)

3. Rows:

o “Benefit” (Qualifier: All descendants)

o “Enrolled in Period” (Qualifier: All descendants)

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o “Enrollment Opens” (Qualifier: All descendants)

o “Enrollment Closes” (Qualifier: All descendants)

Calculated Columns


• Following fields are only created to covert fields of Data Type = “Date” into fields of Data Type = “Text”:

o Enrollment Opens: BenefitSchedulePeriod-enrollmentWindowStartDate

o Enrollment Closes: BenefitSchedulePeriod-enrollmentWindowEndDate

o Enrollment Request Date: BenefitEnrollment-EnrollmentRequestDate

• Only relevant for 2nd page:

o Days before Enrollment close: Difference between BenefitSchedulePeriod-enrollmentWindowEndDate

and BenefitEnrollment-EnrollmentRequestDate

o Duration of Enrollment Window: Difference between BenefitSchedulePeriod-enrollmentWindowStartDate

and BenefitSchedulePeriod-enrollmentWindowEndDate

o Requested at % of Enrollment window: 100 * ( 1 – Days before Enrollment close / Duration of Enrollment

Window)

o Requested at % of Enrollment window (range): Nested IF CONDITIONS

o Requested at % of Enrollment window <= 10: Filled with “0-10”


o …..


o Filled with “90-100”

Filters

• There are filters implemented so that the report only shows:

1. Pension enrollments which are active (BenefitEnrollment-effectiveStatus=”A”)

2. Pension enrollments which are not pending (BenefitEnrollment-recordStatus=”N”)

3. Enrollment Request Date is filled

• Only employees are shown, which are either active, on a paid/unpaid leave or suspended (Employee Status

(External Code) in “A”, “P”, S”, “U”).


Benefits – Employee Claim

CONFIDENTIAL


13 Benefits – Employee Claim

Use

The Benefits – Employee Claims report provides the following information:

• Lists all employees who have claimed for a benefit type in a certain period of time

• Lists all available information about an employee’s benefits, like:

o Benefit name

o Program name

o Benefit type

o Total amount

o Entitlement amount

o Claim date status

o Payment mode

• Shows the accumulated claim amounts

An HR admin can use this report to see who is eligible for benefits and which employees have claimed benefits.

Furthermore, it is possible to perform analysis by creating evaluations of the report results. For more information

about pension enrollment, see the Global Benefits guide.

Example

An Indian-based company offers a benefit for higher education worth 80,000 INR to its employees. An

employee makes two claims: one for 1000 INR and another for 550 INR so the accumulated value is 1550

INR and the remaining value is then 78,450 INR.

Eligibility rules can affect the employee's entitlement amount. Using the same example, employees with a

particular job are entitled to an additional allowance of 40,000 INR for higher education as part of a

company-wide retraining program. If the same employee met these criteria, then the employee has an

allowance of 120,000 INR.



last-name


jobInfo company

location

manager-id





46

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BenefitEmployeeClaim claimDate

remarks

totalAmount

BenefitClaimAccumulation accumulatedAmount

remainingAmount

BenefitProgram programName

amount

BenefitPaymentOptions paymentMode

Benefit benefitName

benefitType

status

entitlementAmount

Currency code

Report Design

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range = "Current Year"; Usage of Custom Columns:

Start Date Column = claimDate




CONFIDENTIAL


Calculated Columns


• Total Claim Amount: definition of number representation with 2 decimal places


• Program Entitlement Amount: definition of number representation with 2 decimal places

• Accumulated Amount: definition of number representation with 2 decimal places

• Remaining Amount: definition of number representation with 2 decimal places

• Benefit Enrollment Amount: sum of accumulated amount and remaining amount

Filters

The following filters are implemented:

• Only employees are shown, which are either active, on a paid/unpaid leave or suspended.

• BenefitEmployeeClaim-claimDate Less than or equal to BenefitSchedulePeriod-claimWindowEndDate

• BenefitEmployeeClaim-claimDate Greater than or equal to BenefitSchedulePeriod-claimWindowStartDate

• BenefitClaimAccumulation-workerId = BenefitEmployeeClaim-workerId

• BenefitEmployeeClaim-record-Status = "N"

Restriction

Supervisor Assignment Type = "ST"

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Benefits - Enrollment

14 Benefits - Enrollment

Use

The Benefits Enrollment report provides the following information:

• Lists all employees who have enrolled for particular benefits or benefits programs. Employees can only enroll

for benefits and programs, they are eligible for.

• Provides an overview of the details of benefit program (if applicable) and benefits, such as:

o Name

o Benefit type

o Effective start and end dates

o Enrollment amount

o Entitlement amount

An HR admin can use this report to:

• Give an overview of employees that are eligible for benefits

• Give an overview of employees that enrolled to benefits

• Perform internal analysis by creating evaluations of the report results

For more information about pension enrollment, see the Global Benefits guide.



last-name


jobInfo company

location

manager-id


BenefitEnrollment effectiveEndDate

effectiveStartDate

effectiveStatus

benefitEntitlementAmount

amount






CONFIDENTIAL


Benefit benefitName

benefitType

entitlementAmount

Currency code

BenefitProgram programName

BenefitPaymentOptions paymentMode

BenefitProgramEnrollment programEntitlementAmount

programAmount

BenefitProgramEnrollmentDetail benefitAmount

payComponentRecurring pay-component

Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (Validity)"; Date Range = "Current Year"


Calculated Columns


• Program Entitlement Amount: definition of number representation with 2 decimal places

• Program Enrollment Amount: definition of number representation with 2 decimal places

• Program Enrollment Benefit Amount: definition of number representation with 2 decimal places


• (hidden) Benefit Entitlement Amount (actual value): definition of number representation with 2 decimal

places

• Benefit Enrollment Amount: definition of number representation with 2 decimal places

50

CONFIDENTIAL




Filters

The following filters are implemented:


• BenefitEnrollment-record-Status = "N"

• BenefitProgramEnrollmentDetail-benefit EITHER equal to BenefitEnrollment-benefit OR equal to NULL

• BenefitProgramEnrollment-workerId EITHER equal to GlobalJobInfo-UsersSysId OR equal to NULL

Restriction

Supervisor Assignment Type = "ST"


Benefits - Insurance Enrollment

CONFIDENTIAL


15 Benefits - Insurance Enrollment

Use

The Insurance Enrollment report lists employees who have enrolled for a particular insurance in Global Benefits.

It can be used for example to prepare a data overview for insurance carriers or to provide the summary for HR

administrators. For more information about insurance enrollment, see the Global Benefits guide.

Employees can contribute to multiple insurances. Before an employee can contribute to an insurance, he or she

must first enroll and specify the contribution to be made. The employee can also specify if an insurance coverage

amount should be paid out to a dependent or to another nominated person (nondependent).

The report lists details about the insurance enrollments such as:

• Name of the employee (including details as for example national ID and employee class)

• Organizational data (for example location or company)

• Name of benefit

• Benefit Insurance plan, provider, and coverage

• Benefit Insurance employee and employer contribution

• Start and end dates

You can see the details of any nominated dependents and the respective details of a dependent, as for example

date of birth or national ID.

The report result is shown for a date range (default setting is the current year). All the enrollments active within

the period specified are listed. If any change was done to the enrollment and its effective start date belongs to the

timeframe specified, it is listed in a separate line.



last-name


jobInfo company

location

employee-class


nationalIdCard card-type

national-id

country



52

CONFIDENTIAL




BenefitEnrollment currency

effectiveEndDate

effectiveStartDate

Benefit benefitName

nationalIdCard national-id

card-type

BenefitInsurancePlanEnrollmentDetails employeeContribution

employerContribution

BenefitInsurancePlan frequency

planName

BenefitInsuranceProvider providerName

BenefitInsuranceCoverage coverageName

BenefitInsuranceEnrolleeOptions enrolleeOptionsName

BenefitInsuranceDependentDetail gender

smoking

dependentName

relationShipType

Design Details

• Report Schema - Main report





CONFIDENTIAL


• Report Schema - Sub report “Dependents (Benefit Insurance)”

• Date Options



Calculated Columns

Dependent Name (used in the subreport): Concatenation of “<Last Name> “,” <First Name>” of the dependent

(from table “Benefit View Merge Emp Personal Info T Depend”).

Filters

There are filters implemented so that the report only shows pension enrollments which are (1) active

(BenefitEnrollment-effectiveStatus= ”A”) and (2) not pending (BenefitEnrollment-recordStatus=”N”).

Only employees are shown, which are either active, on a paid/unpaid leave or suspended (Employee Status


54

CONFIDENTIAL



Benefits - Pension Fund Enrollment

16 Benefits - Pension Fund Enrollment

Use

The Pension Fund Enrollment report lists all employees who have active enrollments for particular pension funds

in Global Benefits. The report can be used for example to prepare the data overview for pension providers or to

provide a summary for HR administrators. For further details about pension fund enrollment, see the Global

Benefits guide.

Employees can contribute to multiple pension funds. Before an employee can contribute to a pension fund, he or

she must first enroll and specify the percentage or amount of contributions to be made. The contribution of the

employer can be specified as well. The employee can also specify if a pension fund should be paid out to a

dependent or to another nominated person (nondependent).

The report lists details about the pension fund enrollments such as:

• Name of the employee

• Date of birth

• Organizational data (for example, cost center, department, manager)

• Benefit name

• Pension fund name

• Employee contributions in percentage or amount

• Employer contributions in either percentage or amount

• Start and end dates

Following details of any nominated dependents are shown, including:

• User ID

• Last name

• First name

• Date of birth of the dependent

• Percentage to be paid out

The contact details of any other nondependent nominees and percentage to be paid out are also displayed. The

report result is shown for a date range. The default setting is the current year. It means all the enrollments active

within the specified period are listed. If any change was done to the enrollment and its effective start date belongs

to the time interval specified, it is listed in a separate line.



last-name

middle-name







CONFIDENTIAL


birth-name

jobInfo Company

cost-center

Location


start-date

BenefitEnrollment Currency

effectiveEndDate

effectiveStartDate

effectiveStatus

Benefit benefitName

BenefitPensionEnrollmentContributionDetails employeeContributionAmount

employeeContributionPercentage

employerContributionPercentage

employerContributionAmount

Pension fund

BenefitPensionDependentNominees dependentName

Percentage

relationShipType

BenefitPensionNonDependentNominees Contact

Name

Percentage



56

CONFIDENTIAL




Design Details


• Report Schema - Sub report “Dependents”

• Report Schema - Sub report “Non-Dependents”

• Date Options



Calculated Columns

Manager: Concatenation of <last name> + “,” + <first name> of the manager

Aggregated Calculated Columns

Fund Name: The 'fundName' from table 'BenefitPensionFund' is added to the report overview (Aggregate

Function = "Distinct Concatenation"). It is done via aggregated calculated column to avoid duplicates appearing

when joining the table directly.



CONFIDENTIAL


Filters

There is a filter implemented so that the report only shows pension enrollments which are (1) active (A) and (2)

not pending (N)

58

CONFIDENTIAL



Birthday List

17 Birthday List

Use

The Birthday List report gives an overview of the birthday data of each employee, as well as the organizational

assignment (for example manager) and essential employment data. The report output is ordered by the last and

first name of the employee.


jobInfo business-unit

company

Department

Division

Location

cost-center



last-name

middle-name


date-of-birth

Design Details

• Report Schema

• Date Options


Birthday List

CONFIDENTIAL


1. Date Type = "Current Date"


Calculated Columns


Filters

The report only shows employees which are 'active', on a 'paid/unpaid leave' or which are 'suspended' (hard-

coded filters; "employee status (external code)" = "A", "P", "U", "S").

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CONFIDENTIAL



Challenged Employees

18 Challenged Employees

Use

The Challenged Employees report provides an overview of employees' personal data including details of

challenge (if relevant) as well as the employee's employment and organizational data. It can enable you to gather

details of challenged employees, which can be used for analysis for legal compliance reporting. You can adapt this

report according to your country/region

/region or company requirements.



first-name

middle-name

Gender

certificate-start-date

certificate-end-date


date-of-birth

jobInfo Company

business-unit

Division

Department

cost-center

employee-status

Location

employee-class

employee-type

regular-temp

jobClassification job-title




Challenged Employees

CONFIDENTIAL


Design Details

• Report Schema

The delivered Employee Central “Challenged Employees” standard report does not contain any country/region-

specific fields. The report schema provided below shows German-specific fields (indicated by the red box).

• Date Options



Calculated Columns

• Is Fulltime Employee: This calculated column was introduced to ‘translate’ the field content “T”/”t” into “X”.

• Is Home Worker: This calculated column was introduced to ‘translate’ the field content “1” into “X”.

• FTE, Standard Weekly Hours: These calculated columns were introduced to restrict the number of decimals

to 2.

• Manager: Filled with {<last name>, <first name>} of the employee’s manager.

Filters

There are several filters applied:

• Only employees are displayed, which are either active, on a paid/unpaid leave or suspended.

• Only challenged employees are displayed: Challenge Status is greater than "0".

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CONFIDENTIAL



Company Address Book

19 Company Address Book

Use

The Company Address Book report lists the following corporate contact details of the employee:

• Work address (corresponding to the location of the company)

• Phone numbers

• Email information

• Organizational information (for example, company, business unit, department, division)


runtime.


The report is designed in a way that only business details on address, phone number and email address are

shown.

If it is required to add another type of address, like Home address or Vacation address, this information can be

added using e.g. following paths:

• Personal Information=> Person View Emp Addr Info T Home

• Personal Information=> Person View Emp Addr Info T Vacation

Similar it is possible to add another type of Email or phone contact, e.g. home or personal depending on system

configuration, getting the information joined to the Personal Information table:

• Personal Information=> Email Information (Personal)

• Personal Information=> Phone Information (Home)

Address Information of the report has a general structure in a sense that the address fields Address1, Address2,

Address3, City, Country, Zip Code are taken to represent Street, House Number etc. information.

However, depending on the configuration of the system another field might be configured for the representation

of the address information. In this case the report needs to be adapted accordingly.

Furthermore, address information for different countries might be differently configured in Employee Central, it

means that e.g. Street information of country A is stored in a Field Address1, but street information of country B is

stored in a field Address2. This needs also to be considered and another field needs to be added to the overview.

In a case the information of the report shall be limited to a particular country/region, it is recommended to use the

country/region-specific tables for the address, phone and email information instead of generic ones.

Example for France

Please use joins for corporate or hone address information.

- Personal Information => Global Job information => Location => corporateAddress(GLOBAL) =>

corporateAddress (FRA)

- Personal Information => Person View EmpAddr Info T Home => homeAddress (FRA)



CONFIDENTIAL




last-name

middle-name


jobInfo Company

business-unit

Division

Department

cost-center

employee-status

Location

employee-class

employee-type


location locationGroup

corporateAddress address1

address2

address3

City

Country

zip-code

phoneInfo phone-number

emailInfo email-address







64

CONFIDENTIAL




Design Details

• Report Schema

• Date Options



Filters




Compa Ratio and Range Penetration

CONFIDENTIAL


20 Compa Ratio and Range Penetration

Use

The Compa Ratio and Range Penetration report displays for compa ratio:

• The annual amount relevant for the compa ratio calculation

• The midpoint of the pay range for each employee

• The compa ratio (which is the quotient of the annual amount and the midpoint)

The compa ratio describes the position of an individual in the pay range against the pay policy reference point for

the range in Employee Central. It is called midpoint of the pay range. The compa ratio can be used to reposition a

pay of an individual in the range. In Employee Central, the pay range is configured according to parameters like for

example Legal Entity, Pay Group, and Geo Zone.

• The Annual Amount relevant for the range penetration

• The minimum and maximum amounts of the pay range for each employee

From these numbers, the range penetration can be derived, which is the level of an individual’s pay compared to

the total pay range. Both numbers can be exported from the report to, for example Excel. The range penetration

can be calculated according to Range Penetration = (Pay - Range Minimum) divided by (Range Maximum - Range

Minimum)


• The pay range of each employee depends on the Employee Central default configuration from (1) Legal Entity,

(2) Pay Group and (3) Geo Zone. In detail, the report is designed in the way that the pay range is joined to the

Legal Entity via:

GlobalJobInfo => Legal Entity (=> Relationship Table) => Pay Range

To avoid duplicates the following approach was taken

o The Pay Grade is joined to the Pay Range

o The Location is joined via Geo Zone to the Pay Range

o 2 filters were applied:

o GlobalJobInfo-location = location-code

o GlobalJobInfo-pay grade = pay grade – pay grade ID

If the pay range depends in another instance on different parameters, it’s required to adjust the report.

For example,

o Pay range depends on job code and pay grade

o Then, you need to join the pay range to the job code (pay grade, respectively) and to have a filter for the

pay grade similar as stated above (job code, respectively)

• “Currency Exchange Rate (Extended)” is joined to the following schema: (1) to table “Compensation”; (2) to

table “Compensation (2)” and (3) to “Pay Range”. Joining “Currency Exchange Rate (Extended)” multiple

time would result in many duplicates. To avoid these duplicates, three filters have been applied in a way that

the "Target Currency" needs always to be identical with the field 'target currency' of the currency conversion

tables. This is realized via ‘field comparison’, for details see the sub-chapter 'Filters' below.

66

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• To enable the possibility to refer one pay component of type PERCENTAGE to another PC or PCG, the table

‘Compensation’ is joined twice. Here, the following logic is applied:

o IF Pay Component Type = PERCENTAGE:

o then Compensation-Amount is multiplied with the percentage of Compensation (2)

o To avoid unwanted duplicates, a filter is applied in the way that “Base Pay Component Group” from

“Pay Component (2)” and PCG from “Pay Component Group”

o IF Pay Component Type = AMOUNT/NUMBER:

o To avoid unwanted duplicates, a filter is applied in the way that both, “Pay Component Group ID” and

“Pay Component” from Compensation and Compensation (2) must be identical



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

job-title

location

pay-grade

fte

payComponentRecurring paycompvalue

Pay-component

compInfo pay-group


start-date


name

basePayComponentGroup



CONFIDENTIAL


payComponentType


name

currency

useForComparatioCalc

useForRangePenetration

payFrequency annualizationFactor


payRange currency

frequencyCode

name

minimumPay

midPoint

maximumPay


geozone externalCode

location externalCode

currency code

currencyExchangeRate currency

exchangeRate

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Design Details

• Report Schema

• Date Options






o "Annual Amount (relevant for comparatio)” Pivot Function: Sum)

o "Compa Ratio” Pivot Function: Sum)

o "Annual Amount (relevant for range penetration)” Pivot Function: Sum)

2. Columns: empty

3. Rows: Company (Label), Last Name, First Name, Person Id, Min Pay, Mid Pay, Max Pay, Target Currency

(Qualifier for all 8 rows: All descendants)

Calculated Columns

• Annual Amount (relevant for compa ratio): Following cases need to be differentiated:



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o Pay Component Type = AMOUNT/NUMBER: Then, the amount is simply ‘Compensation-Amount’

multiplied with “Annualization Factor” (from “Frequency” joined to “Compensation”) multiplied with

“Exchange Rate” (from “Currency Exchange Rate (Extended)” joined to “Compensation” => “Currency”)

o Pay Component Type = PERCENTAGE: Then, the amount is Percentage (=“Amount” from

“Compensation”) divided by 100 multiplied with the "Base Amount” (='Amount(2)' from

“Compensation (2)”) multiplied with “Exchange Rate (2)” (from “Currency Exchange Rate (Extended)

(2)” joined to “Compensation (2)” => “Currency (2)”) multiplied with “Base Pay Component

Annualization Factor” (='Annualization Factor (Base)'; from “Frequency (2)” joined to “Compensation

(2)”)

• Annual Amount (relevant for range penetration): Same as above just for “Range Penetration” (i.e. “Use for

Range Penetration Calculation = 1”)

• Annualization Factor: Filled with "frequency-Annualization Factor" when the 'Annualization Factor' is filled and

<> "0". Otherwise filled with "jobInfo-StandardWeekly Hours" multiplied with 52.

• Annualization Factor (Base): Same as above, only for the 'Annualization Factor' from the frequency table

which is joined to the 2nd instance of the compensation table (='compensation(2)')

• Annualization Factor (Pay Range): Same as above, only for the 'Annualization Factor' from the frequency

table which is joined to the table 'Pay Range'.

• Target Currency:

o When the currency of the Pay Component Group (PCG currency) is filled, it is taken

o When the currency ois filled, it is taken.

o Otherwise, the currency of the table "Compensation" is taken.

• Minimum Pay, Midpoint, Maximum Pay: Multiplication with “Exchange Rate (3)” (from Currency Exchange

Rate (Extended) (3)” joined to “Pay Range” => “Currency”). Furthermore, number of decimal places of all 3

calculated columns is restricted to 2.

• Min Pay, Mid Pay, Max Pay (only relevant for 1st page of the report): It’s not possible to display fields of Data

Type = “Number” as columns or rows in a Pivot table but this is only possible for fields of Data Type = “Text”.

To convert these numbers into text, these 3 calculated columns were introduced.

• Compa Ratio: “Annual Amount (relevant for compa ratio)” divided by “Midpoint” divided by “Pay Range

Annualization Factor” (from “Frequency (3)” joined to “Pay Range”) divided by FTE

Filters


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• The report only shows employees which are 'active', on a 'paid/unpaid leave' or which are 'suspended' (hard-

coded filters; "employee status (external code)" = "A", "P", "U", "S")

• The filter conditions indicated in red are relevant for the pay range

• The filters indicated in green (blue, respectively) are relevant for the pay component types = PERCENTAGE

(AMOUNT/NUMBER, respectively).

• In addition, there are following filters for the Currency (indicated in yellow in the screenshot below):

o “Target Currency” (from Currency Exchange Rate (Extended)” joined to “Compensation” => “Currency”)

equals to “Currency” (from “Pay Component Group”)

o “Target Currency (2)” (from Currency Exchange Rate (Extended) (2)” joined to “Compensation (2)” =>

“Currency”) equals to “Currency” (from “Pay Component Group”)

o “Target Currency (3)” (from Currency Exchange Rate (Extended) (3)” joined to “Pay Range” =>

“Currency”) equals to “Currency” (from “Pay Component Group”)


Competency List

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21 Competency List

Use

The Competency List report provides a list of competencies available in the system together with the

competency type. The competencies can be structured in a hierarchical way. Therefore, the respective child

competencies (together with the related child competency types) are also provided in the report.


CompetencyEntity category

description

externalCode

libName

name

status

CompetencyType name

Design Details

• Report Schema

• Date Options (competencyEntity and CompetencyType are not effective-dated)

1. Date Type: "Show All"

2. Related Table Option: Date Type = "Show All"

Calculated Columns and Filters

No calculated columns or filters are defined.

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Contingent Worker Register

22 Contingent Worker Register

Use

The Contingent Worker Register report provides an overview of the employment data of both, each employee

and contingent worker along with their organizational details and manager assignment according to a particular

date. For contingent worker's details of the work order and the vendor information are provided.



first-name

middle-name


jobInfo company

business-unit

cost-center

employee-status

location

job-title

supervisor


WorkOrder WorkOrderId

WorkOrderName

WorkOrderOwnerId

WorkerType

vendor

workOrderStartDate

workOrderEndDate

VendorInfo vendorCode

vendorName


Contingent Worker Register

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Design Details

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Current Date" (Use Driving Table Selection at Runtime = "X")

Calculated Columns

Manager: Concatenation of {<Last Name>, <First Name>} of the supervisor

Work Order Owner: Concatenation of {<Last Name>, <First Name>} of the Work Order Owner (WorkOrder Owner

Global Job Information)

Restriction

Only work orders are shown, which are active (Work Order Status in “A”).

Filters

Only employees are shown, which are either active, on a paid/unpaid leave or suspended (Employee Status


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Data Replication Monitor

23 Data Replication Monitor

Use

The Data Replication Monitor report provides information about the successful or failed status of the employee

data replication between Employee Central and Employee Central Payroll and other target systems. Data

includes:

• Employee name and ID

• Country

• Replication content type

• Replication update status

• Last replication timestamp

• Last successful replication timestamp

• Replication target system

• Schedule replication time and details regarding failed replication, for example source message text

Technical Remarks

Joining of EmployeeDataReplicationElement to EmployeeDataReplicationConfirmation (and also the personal

master) is realized via person ID (and not the userSysId). The reason is that userSysId is only filled in case of

ReplicationContentType is either EMPLOYEE_TIME_PAY_COMPONENTS or EMPLOYEE_TIME_DATA. When the

userSysId is filled, it is also used as filter. However, when the userSysId is not filled, duplicates might occur, for

example in case of global assignments and concurrent employments.



first-name


jobInfo company

employee-status

location

job-title

employee-class

compInfo pay-group

EmployeeDataReplicationElement IsWaitingForConfirmation



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replicationContentType

ReplicationUpdateStatus

ScheduledRelicationTime

replicationProcessingTime

lastReplicationStartTime

lastReplicationStartNotification

firstReplicationStartTimeSinceLastSuccess

EmployeeDataReplicationConfirmation replicationProcessingTime

EmployeeDataReplicationConfirmationErrorMessage sourceMessageText

sourceValidityPeriodEndDate

sourceAttributeId

sourceAttributeDescription

sourceObjectTypeId

sourceObjectTypeDescription

sourceValidityPeriodStartDate

sourceMessageTypeId

sourcePersonIdentifier

ReplicationTargetSystem externalName

Design Details

• Report Schema

• Date Options

1. Date Type: "Show All"


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Calculated Columns

No calculated columns are used.

Filters

UserSysId equals to NULL OR EmployeeDataReplicationElement-UserSysId = Global Job Info – User Sys Id


Deductions Overview

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24 Deductions Overview

Use

The Deductions Overview report lists all employees who had special deductions taken from their salaries in a

certain period of time. The report also lists available information about the deduction such as pay component,

amount, currency, frequency, deduction start date.

The report consists of two pages. Page 1 (One Time Deductions) lists all one-off deductions of an employee in the

specified period. Page 2 (Recurring Deductions) lists all recurring deductions of an employee in the specified

period.



first-name

middle-name


jobInfo company

businessUnit

department

costcenter

employee-status


payComponent payComponentType

Currency code

OneTimededuction externalCode

deductionDate

amount

currency

auditUserSysId

payComponentType

RecurringDeduction effectiveStartDate

effectiveEndDate

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Deductions Overview

userSysId

RecurringdeductionItem payComponentType

frequency

amount

Design Details of Page 1 - One Time Deductions

• Report Schema

• Date Options

1. Date Type: "Date Range (On Start Date)", Date Range = "Current Year"

2. “Use Customer Columns”: Start Date Column = deductionDate


Design Details of Page 1 - Recurring Deductions

• Report Schema


Deductions Overview

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• Date Options

1. Date Type = "Current Year"


Calculated Columns

Amount: Used to restrict the number of OneTimeDeduction-amount and RecurringDeductionItem-amount to 2.

Filters

No filters used.

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Dependents

25 Dependents

Use

The Dependents report lists employees and details of their dependents as of the current date. The report also

shows the organizational assignment of an employee and employment data.



first-name

middle-name

gender

marital-status


date-of-birth

jobInfo company

business-unit

division

department

cost-center

employee-status

location


personRelationshipInfo relationship-type


Design Details

• Report Schema

Note, that the report has two pages. Page 1 shows the employee in the main report and the dependents in a

subreport while page 2 of the report shows the employee with his dependents together in a single (main) report.

The screenshot below shows the report schema of page 2. Page 1 has the identical report schema. However,


Dependents

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without the table "Dependents"/"Dependents Personal Info". These 2 dependents-tables are used in the sub-

report

The delivered Dependents report does not contain data from dependents’ national ID or dependents’ address

because such a report would cause validation errors if the respective fields are not configured in the respective

instance. The extended report schema provided below (indicated by the red box) shows for illustration purposes

also dependents’ home address and national ID information.

• Date Options (valid for both pages of the report)

1. Date Type = "Current Year"


Calculated Columns

• Manager: Concatenation of {<Last Name>, <First Name>} of the employee’s supervisor

• Has Dependent (only used on page 2): Filled with “X” when field “Related Person ID” of table “Dependents” is

filled; otherwise the field is empty.

• Dependents Name (only used on page 2): Concatenation of {<Last Name>, <First Name> < Middle Name>} of

the employee’s dependent


Number of Dependents (only used on page 1): Count (for example ‘Aggregate Function’ = ‘Count’) of the field

“Relationship” of the table “Dependents”

Filters

Only employees are shown, which are either active, on a paid/unpaid leave or suspended.

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Direct Reports

26 Direct Reports

Use

The Direct Reports report provides the overall number of employees who report directly to the respective

manager. Each number of employees is separated by the employee status. For example, line manager <last

name> <first> has ten ‘active’ direct reports and two direct reports on a ‘paid leave’. The result of the report is

shown for a certain date. Default date is today, but you can select any date as date filter, for example ‘last day of

last year’. A second page “Detailed View” lists each direct report individually with further details as for example

job title and hire date of the direct report.



first-name


jobInfo company

employee-status

jobTitle

employmentInfo assignment-type

start-date

Design Details

• Report Schema (valid for both pages; page 1 "Direct Reports" and page 2 "Direct Reports - Detailed View")

• Date Options (valid for both pages)


2. Related Table Option: Date Type = "Current Date" (Use Driving Table Selection at Runtime ="X")


Direct Reports

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• Pivot Table (only relevant for page 1) uses


that contain no data = "_"): "Person ID”, Pivot Function: Count)

2. Columns: Employment Status

3. Rows: Company, Last Name, First Name (Qualifier for all 4 rows: All descendants)

Calculated Columns

Direct Report: Concatenation of <last name> + “,” + <first name> of the direct reports

Filters

• The report only shows both, managers and direct reports which are active, on a paid/unpaid leave or are

suspended (hard-coded filters for “Employee Status (External Code) in A, P, S, U”).

• Only “normal” employments (for example Assignment Type “ST”) are considered.

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Direct Reports (Advanced)

27 Direct Reports (Advanced)

Use

The Direct Reports (Advanced) report provides similar information compared to the ‘basic’ version of the Direct

Reports report. Additionally, it considers global assignments and concurrent employments.



first-name


jobInfo company

employee-status

jobTitle

employmentInfo assignment-type

start-date

end-date

globalAssignmentInfo assignment-type

start-date

end-date

SecondaryAssignments externalCode

SecondaryAssignmentsItem userSysId



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Design Details

• Report Schema (valid for both pages; page 1 "Direct Reports (advanced)" and page 2 "Direct Reports

(advanced) - Detailed View")






that contain no data = "_"): "Person ID”, Pivot Function: Count)

2. Columns: Employment Status

3. Rows: Company, Last Name, First Name (Qualifier for all 4 rows: All descendants)


As you see in the report schema above, the “Global Job Info” is joined twice to the anchor of the query. This design

was chosen because it’s required to derive the global assignment details for a home employment and the home

employment details in case of a global assignment. Joining a table twice causes in general duplicates in the report

output. To avoid this, some more complex filters are applied (for details, see the section ‘Filters’ below).

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Calculated Columns

• Direct Report (hidden): Concatenation of <last name> + “,” + <first name> of the direct reports

• Hire Date / Global Assignment Start Date: If ‘Hire Date’ is maintained, then the ‘Hire Date’ is taken. Otherwise,

the field is filled with the start date of the Global Assignment.

• Manager (hidden): Concatenation of <last name> + “,” + <first name> of the manager

• Home Manager (employee currently sent to Global Assignment): Filled with the ‘manager’ for a global

assignment record (assignment type = “GA”)

• Employee currently on Global Assignment - Host Manager: Filled with the ‘manager’ when (1) it’s a ‘normal’

assignment record (assignment type = “ST”) and (2) when the 2nd join of the global assignment table is a

global assignment record (assignment type = “GA”)

• Secondary Assignment: Filled with “X” when “Secondary Assignment (By User) usersSysId <> NULL”


• Number of GAs (hidden): Count of the actual valid global assignments – Here, the 'Start Date' from table

'Global Assignment Details' is counted. To guarantee that only actual valid global assignments are considered

a date filter is applied (start date of global assignment earlier than report date, end date of global assignment

either in the future or not yet maintained)

• Number of secondary assignments: “Count” of Column 'Users Sys Id' from Table 'Global Job Information' in

Category 'Employment'. Note, that the join goes from “Global Job Info” to “Secondary Assignments (By

Person) Secondary Assignment” to “Global Job Info”!

Furthermore, a filter for “Employee Status” IN “A”, “P”, “S”, “U” is applied to avoid the counting of terminated

employments.



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Filters

• The report only shows both, managers and direct reports which are active, on a paid/unpaid leave or are

suspended (hard-coded filters for “Employee Status (External Code) in A, P, S, U”).

• Only Assignment Type “ST” and “GA” are considered.

• As explained above it was required to join the “Global Job Info” twice to the anchor of the query. To avoid

duplicates following (hard coded) filters are applied:

1. Global assignments are identified: a. assignment type <> assignment type (2); b. Number of Global

Assignments <> 0 (indicated below by the ‘blue box’)

IMPORTANT: Note, that page 1 of the report (“Pivot”) has additionally a filter “assignment type = GA”

(indicated below with the ‘blue box’). With this filter, it is ensured that employees are only

reported/counted with their ‘host’ assignment. This design is in accordance with the employee

hierarchy shown under “Company Info”. On page 2 (details), there is not such a filter “assignment type =

GA”. This design was chosen to show an employee with both, his home and host assignment (together

with the indicators as described above)

2. ‘Normal’ employment identified: a. assignment type = assignment type (2); b. assignment type = “ST”;

c. Number of Global Assignments = 0 and d. Number of Concurrent employments = 0 (indicated below

by the ‘green box’)

3. Concurrent employments: a. Number of Concurrent employments <> 0; b. assignment type =

assignment type (2); c. Job Classification = Job Classification (2) (indicated below by the ‘red box’)

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Disparities between Reporting Line and Position Hierarchy

28 Disparities between Reporting Line and Position Hierarchy

Use

The Disparities between Reporting Line and Position Hierarchy report can help you identify if there is a

discrepancy between the reporting line given in the Org. Chart and the position hierarchy.

The report lists all positions with the respective employee and his or her manager (from Org. Chart). Then, both,

the assigned position of the manager is listed together with the parent position (as according to the position

hierarchy) of the anchor position. Potential discrepancies between the actual position of the managers and the

parent positions are highlighted.


position code

company

effectiveStatus

externalName

jobLevel


first-name


jobInfo company

employee-status


Design Details

• Report Schema



CONFIDENTIAL


• Date Options


2. Related Table Option: Date Type = "Current Date" (Use Driving Table Selection at Runtime ="_")

Calculated Columns

• Incumbent(s) Name: Concatenation of {<Last Name>, <First Name>} of the incumbent of the position.

• Incumbent(s) Supervisor: Concatenation of {<Last Name>, <First Name>} of the supervisor of the position-

incumbent

• Parent Position: If a parent position is available, concatenation of {<code> - <externalName>} of the parent

position.

• Position of Incumbent(s) Supervisor: If position of the supervisor is filled; concatenation of {<code> -

<externalName>} of supervisor’s position.

• Discrepancy:

o If no incumbent of the position is maintained (‘Incumbent(s) Global Job Info’-‘Incumbent(s) Person Id’)

=> Filled with “Possible”

o If supervisor of incumbent is maintained (‘Incumbent(s) Supervisor Global Job Info’-‘Incumbent(s)

Supervisor Person Id’); however, no position assigned to the supervisor => Filled with “Possible”

o If parent position is empty (‘Parent Position Position’-‘Parent Position Code’) => Filled with “Possible”

o If parent position = Position of supervisor (‘Parent Position Position’-‘Parent Position Code’ =

‘Incumbent(s) Supervisor Position Position’-‘Incumbent(s) Supervisor Position Code’) => Filled with

“No”

o If parent position <> Position of supervisor (‘Parent Position Position’-‘Parent Position Code’ <>

‘Incumbent(s) Supervisor Position Position’-‘Incumbent(s) Supervisor Position Code’); however, position

of supervisor is either “grand-parent” position or “grand-grand-parent” position (‘Incumbent(s)

Supervisor Position Position’-‘Incumbent(s) Supervisor Position Code’ = ‘Parent Position Parent Position

Position’-‘Parent Position Parent Position code’ or ‘Incumbent(s) Supervisor Position Position’-

‘Incumbent(s) Supervisor Position Code’ = ‘Parent Position Parent Position Parent Position Position’-

‘Parent Position Parent Position code’) => Filled with “Possible”

o Otherwise filled with “Yes”

• Comment (for the technical fields see the explanations under ‘Discrepancy’; the same fields are also used

there):

o If no incumbent of the position is maintained => Filled with “Position is unoccupied”

o If supervisor of incumbent is maintained; however, no position assigned to the supervisor => Filled with

“Supervisor is not assigned to a Position”

o If parent position is empty => Filled with “Position does not have a Parent Position”

o If parent position = Position of supervisor => Filled with “Parent Position is equal to Position of

Supervisor”

o If parent position <> Position of supervisor; however, position of supervisor is “grand-parent” position =>

Filled with “Position of Supervisor is not equal to Parent Position, but to Parent of Parent Position”

o If parent position <> Position of supervisor; however, position of supervisor is “grand-grand-parent”

position => Filled with “Position of Supervisor is not equal to Parent Position, but to Grand-Parent of

Parent Position”

o Otherwise filled with “Parent Position is different to Position of the Supervisor”

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• Parent Parent Position: If a (parent position)2 is available, concatenation of {<code> - <externalName>} of

the (parent position)2.

• Parent Parent Position: If a (parent position)3 is available, concatenation of {<code> - <externalName>} of

the (parent position)3.


Number of incumbents on parent position: Count (for example “Aggregate Function” = ‘Count’) is applied to field

‘position’ of the ‘global job info’ of the incumbent of the parent position

Filters

No filters are applied to this report.


Employee Emergency Contacts

CONFIDENTIAL


29 Employee Emergency Contacts

Use

The Employee Emergency Contacts report provides an overview of the emergency contact details of an

employee. Employee Emergency Contacts lists employees along with their organizational data and all known

emergency contacts including contact information and the employee's relationship to this person. The report

output is ordered by the employees’ last name.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

supervisor


emergencyContactPrimary relationship

email

phone

second-phone

name

homeAddress address1

address2

address3

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Employee Emergency Contacts

city

country

zip-code

Design Details

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Current Date" (Use Driving Table Selection At Runtime ="_")

Calculated Columns


Primary Contact: Filled with “X” when “Primary Emergency Contact-Primary Flag” is “Y”

Restriction

“Supervisor Global Job Info - Supervisor Assignment Type” equals to "ST"

Filters

Only employees are shown, which are either active, on a paid/unpaid leave or suspended (“Employee Status

(External Code)” in “A”, “P”, “S”, “U”).


Employee Hierarchy Report Template (5 Levels)

CONFIDENTIAL


30 Employee Hierarchy Report Template (5 Levels)

Use

The Employee Hierarchy Report Template (5 Levels) report provides the overall number of employees with the

appending managed employees, separated by different employee levels.

The report consists of two pages:

• Page 1: Employee Hierarchy (Manager View) displays the numbers for each ´Level 1 Manager´ on the upper

part of the screen. On the lower part of the screen the respective details are displayed (each record

corresponds to one employee). The report result is shown for a certain date. Default date is today, but any

date can be selected as date filter (for example, ‘last day of last year’).

• Page 2: Employee Hierarchy (Employee View) shows similar information as page 1 but the starting point is the

employee itself.



first-name


jobInfo company

employee-status

Supervisor

globalAssignmentInfo assignment-type

Design Details of Page 1 - Employee Hierarchy (Manager View)

Page 1 has two components, one Pivot evaluation and one list report for the details. The design of both queries is

identical.

• Report Schema

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• Date Options



• Pivot Table uses (only relevant for 1st component):


that contain no data = "X"): " Employee Person ID”, Pivot Function: Count)

2. Columns: Employee Level

3. Rows: Level 1 Manager, Level 1 Manager Status (Qualifier for all 4 rows: All descendants)

Design Details of Page 2 - Employee Hierarchy (Employee View)

In contract to page 1 of the report, page 2 has only a list report component. For the report schema and the date

options, see the comments from page 1.

Remarks to the design of the report

The report works with exactly five hierarchy levels and is just a template. However, if a company uses less/ more

levels, the report needs to be adjusted according to the used hierarchy levels. Enhancement of the report is quite

simple: It’s required to join “(Supervisor)n Global Job Information” an additional time as illustrated below.

Afterwards, it’s required to adjust the calculated columns “Employee Level” and “Level X Manager” (X = 1, …, n-1)

and to introduce a new calculated column “Level {n} Manager”.

Calculated Columns

• Employee Level: Determination of the “Level” of the position according to following logic:

o Level 1: If there exists no “supervisor” (“Supervisor == NO_MANAGER”)

o Level 2: If there exists no (supervisor)2 (=supervisor supervisor)

o Level 3: If there exists no (supervisor)3





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o Level 6: If the position is not Level 1, Level 2, …, Level 5

• Level 1 Manager (an “*” is added when “Assignment Type = GA”):

o If Employee Level > 5 => Filled with text “Too many hierarchy levels”

o If Employee Level = 5 => Filled with {(supervisor)4 last name, first name}

o If Employee Level = 2 => Filled with {supervisor last name, first name}

o If Employee Level = 1 => Filled with {last name, first name}

• Level 1 Manager Person ID


o If Employee Level = 5 => Filled with {(supervisor)4 Person Id}

o If Employee Level = 2 => Filled with {supervisor Person Id}

o If Employee Level = 1 => Filled with Person Id

• Level 1 Manager Company


o If Employee Level = 5 => Filled with {(supervisor)4 Company}

o If Employee Level = 2 => Filled with {supervisor Company}

o If Employee Level = 1 => Filled with Company





o If Employee Level = 3 => Filled with {supervisor last name, first name}


o If Position Level > 5 => Filled with text “Too many hierarchy levels”

o If Position Level = 5 => Filled with {(supervisor)2 last name, first name}

o If Position Level = 4 => Filled with {supervisor last name, first name}



o If Position Level = 5 => Filled with {supervisor last name, first name}

• Following fields are only available on page 1 of the report:

o Position Level: Introduced for Pivot table on page 1 to convert the numeric field “Position Level” into field

of Data Type “Text”

o Level 1 Position Title: Similar as for “Level 1 Position” but for field “Position title”

o Level 1 Position Company: Similar as for “Level 1 Position” but for field “Position company”

Filters



• A filter “Last Name is not equal to “Null”” is applied (should never occur in productive instances; but might

occur in test/development instances).

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Employee Movements

31 Employee Movements

Use

The Employee Movements report provides an overview of all employees that have started and finished their

employment in the respective legal entity within a selected reporting period.

The report has two pages: While the first page lists the hired employees (‘movements-in’), the second page shows

the leavers (‘movement-out’). The first page shows the employees that have been hired and rehired as well as the

employees that started in legal entity after being transferred from another legal entity. The second page shows

the employees that have been terminated as well as the employees that left a legal entity because they are

transferred to another legal entity.

The report is run for a date range, for example last year, current year or any other freely defined time span

entered by the report user. It also lists personal data of each employee, for example name, Person ID, and gender

as well as employment details, for example organizational units, event reason and employee status. All these

attributes are also available as filter criteria.

Remarks to Technical Aspects of Both Pages

The technical design of the report is more complex compared to the Employee Central standard reports “New

Hires” and “Terminated Employments”. While those reports simply identify the hire/termination process by

reading the event of the employment history, it is required to determine the previous and subsequent records of a

single job information record in case of a “transfer”. This is realized by joining the table “Global Job Info” twice and

to apply a set of filter criteria (without the filters you would get many duplicated due to the Cartesian product).

Note, that this filtering also considers e.g. multiple employment changes on a single day or concurrent

employments. Modifications to the report are only recommended for experienced report developers.



last-name

gender


jobInfo company

businessUnit

division

costcenter

department


Employee Movements

CONFIDENTIAL


employee-status

location

isContingentWorker

effectiveStartDate

effectiveEndDate

effectiveLastChange

transactionSequenceNumber

effectiveLatestChange

eventReasonIcode

eventReason event

employeeStatus

country code

Report Details

The report schema and the date options are for both pages identical.

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range = "Current Year"


IMPORTANT: Date Option of the 2nd instance of "Global Job Information" is "Show All"

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Employee Movements

Calculated Columns

Page 1 – Employee Movement In

• Calculated columns relevant for the determination of the previous jobInfo-record. Due to the duplicated join of

the “Global Job Info” you would get many duplicated (Cartesian product). With a combination of the following

calculated columns and some filters, the relevant subsequent record is determined.

o ‘Date Check (prev)’ (hidden): “Effective Start Date” – “Effective End Date (2)”

o ‘Sequence Check (prev)’ (hidden): “Transaction Sequence Number” – “Transaction Sequence Number

(2)”

o ‘Change Filter (prev)’ (hidden): The text “Valid Date Diff” is provided when “Date Check (prev) = 1” AND

“Transaction Sequence Number = 1”. The text “Valid Seq Diff” is provided when “Date Check (prev) = 0”

AND “Sequence Check (prev)= 1”. Otherwise, the text “Invalid” is provided.

• ‘Hire/Rehire/Transfer In’:

o Filled with the ‘Event (label)’ (‘Hire’ or ‘Rehire’) in case of hire/rehire (Event (external code) = ‘H’ / ‘R’)

o Filled with “Transfer From <> {Previous Company}” in case of ‘Company’ not equal to ‘Company (2)’ (this

represents a transfer-in)

Page 2 – Employee Movement Out

• Calculated columns relevant for the determination of the subsequent jobInfo-record.

o ‘Date Check (sub)’ (hidden): “Effective Start Date (2)” – “Effective End Date”

o ‘Sequence Check (sub)’ (hidden): “Transaction Sequence Number (2)” – “Transaction Sequence

Number”

o ‘Change Filter (sub)’ (hidden): The text “Valid Date Diff” is provided when “Date Check (sub) = 1” AND

“Effective Last Change = Y”. The text “Valid Seq Diff” is provided when “Date Check (sub) = 0” AND

“Sequence Check (sub)= 1”. Otherwise, the text “Invalid” is provided.

• ‘Termination/Transfer Out’:

o Filled with the ‘Event (label)’ (‘Termination’) in case of termination (Event (external code) = ‘26’)

o Filled with “Transfer To <> {Subsequent Company}” in case of ‘Company’ not equal to ‘Company (2)’

(this represents a transfer-out)

Filters

Page 1 – Employee Movement In


Employee Movements

CONFIDENTIAL


Page 1 contains following filters (see screenshot above) with 3 sub-parts indicated by the 3 yellow boxes; all 3 sub-

parts are connected with OR:

• In case of a ‘Valid date difference’, the previous record must have the indicator “effective last change (2) = Y”

(1st yellow box)

• When there is no previous record, the very first record is taken (which is typically the ‘hire’); 2nd yellow box

• ‘Valid sequence difference’; 3rd yellow box

Note

o All 3 sub-parts have in addition the condition that the column ‘Hire/Rehire/Transfer-In’ must be filled.

o The first and third sub-part has in addition the condition ‘User Sys ID’ = ‘User Sys ID (2)’. This is

required to avoid duplicated caused by concurrent employments.

Page 2 – Employee Movement Out

Page 2 contains following filters (see screenshot above) with 3 sub-parts indicated by the 3 green boxes; all 3 sub-

parts are connected with OR:

• In case of a ‘Valid date difference’, the transaction sequence number of the subsequent record must be “1”

(1st green box).

• ‘Valid sequence difference’; 2nd green box

• When there is no subsequent record the very last record is taken (effective end date = 31/12/9999);

3rd green box

Note:

• All 3 sub-parts have in addition the condition that the column ‘Termination/Transfer-Out’ must be filled.

• All 3 sub-parts have in addition the condition ‘User Sys ID’ = ‘User Sys ID (2)’. This is required to avoid

duplicated caused by concurrent employments.

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Employee Register

32 Employee Register

Use

The Employee Register report provides an overview of the employment data of each employee along with the

organizational details of an employee and manager assignment according to a particular date.



first-name

middle-name

gender

marital-status

nationality


jobInfo company

business-unit

division

department

cost-center

employee-status

location

employee-type

employee-class

job-title

regular-temp


start-date

serviceDate


Employee Register

CONFIDENTIAL


Design Details

• Report Schema

• Date Options



Calculated Columns

• Is Fulltime Employee filled with “X” when “Is Fulltime Employee = t”. Otherwise, it is empty.

• Manager: Concatenation of {<Last Name>, <First Name>} of the supervisor

Filters


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Employee Times Overview

33 Employee Times Overview

Use

The Employee Times Overview report provides a list of both, the absences that were taken by employees as well

as the attendance time types that were recorded by employees.

The Employee Central report provides two pages:

• Page 1: Employee Times Overview

• Page 2: Employee Times – Allowances


Page 1: Employee Times Overview


last-name

middle-name


jobInfo company

businessUnit

costcenter

Department

division

location

supervisor

EmployeeTimeSheet approvalStatus

EmployeeTimeSheetEntry deviatingCostcenter

lastChangedBy

EmployeeTime startDate

TimeType timeType (code)

timeType (name)



CONFIDENTIAL


Page 2: Employee Times – Allowances


last-name

middle-name


jobInfo company

businessUnit

costcenter

Department

division

location

supervisor

EmployeeTimeSheet userID

Allowance allowanceType

date

Design Details of Page 1 "Employee Times Overview"

• Report Schema

• Date Options

1. Date Type = "Date Range (Validity)", Date Range = "Current Year"

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3. Related Table Option: Date Type = "Current Date", "Use Driving Table Selection At Runtime" = "_"

Design Details of Page 2 "Employee Times - Allowances"

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)", Date Range = "Current Quarter"

2. “Use Customer Columns”: Start Date Column = date

3. Related Table Option: Date Type = "Current Date", "Use Driving Table Selection at Runtime" = "_"

Calculated Columns of First Page

• Manager: Provides the supervisor’s last name and first name as long as the supervisor’s last name is filled

• Approval Status: In case of absence filled with "approval status" from leave request; in case of time recording

filled with "approval status" from Employee Time Sheet. Technically this means, filled with field "approval

Status" from table EmployeeTimeSheet when this field is filled. Otherwise filled with field "approval Status"

from table EmployeeTime.

• Last Changed By: In case of absence filled with "last Modified By" from leave request; in case of time

recording filled with " last Modified By" from Employee Time Sheet. Technically this means, filled with field

"lastModifiedBy" from table EmployeeTimeSheet when this field is filled. Otherwise filled with field

"lastModifiedBy" from table EmployeeTime.

• Quantity (in Days): It uses field quantityInDays from table EMPLOYEE_TIME and restricts the number of

decimals to zero.

• Quantity (in Hours): It uses field quantityInHours from table EMPLOYEE_TIME and restricts the number of

decimals to zero.

Calculated Columns of Second Page


• Value: It simply uses field value from table ALLOWANCE and restricts the number of decimals to 2.



CONFIDENTIAL


Filters

Both report pages contain no filters.

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Employee Timesheet

34 Employee Timesheet

Use

The Employee Timesheet report lists all timesheets in a certain time period together with respective employee

data like the employee name, person ID, name of manager and related organizational units. Furthermore, the

Employee Timesheet report list:

• The planned and recorded working time as well as several other timesheet attributes

• Attributes of the related workflow (if available) as, for example workflow request ID, name of the workflow

approver and for how long the workflow is pending (or how long it was pending before the workflow request

was approved)

Main purpose of this report is to check the completeness of the recorded times. For example, if the timesheets are

already submitted and to check the approval status of the related workflow.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

supervisor

EmployeeTimeSheet AbsencesExist

approvalStatus

endDate

ExternalTimesExist

FullWorkscheduleCovered

GeneratedEntriesExist


Employee Timesheet

CONFIDENTIAL


ManualEntriesExist

plannedWorkingTime

RecordedWorkingTime

startDate

timeRecordingMethod

workigTimeAccount

Workflow Wf Request createdDate

requestId

Workflow Wf Request Step stepId

ownderId

Design Details

• Report Schema

• Date Options

4. Date Type = "Date Range (Validity)"; Usage of Custom Columns: Start Date Column = startDate and End

Date Column = endDate

5. Related Table Option: Date Type = "Current Date"; Use Driving Table Selection At Runtime = "_".

Design Details

The Employee Timesheet standard report supports only a simple workflow configuration. If more complex

Workflow configurations for Timesheets approvals are used, it is recommended to adjust the standard report

"Employee Timesheet" by the tables/objects as indicated for the report schema of report "Open Workflow

Requests"; in particular:

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Employee Timesheet

• Usage of "Current Step User Users Group" (which is joined to "Current Step Workflow Wf Request Step")

when "dynamic groups" are used in the Workflow configuration

• Usage of "Current Step Position" (which is joined to "Current Step Workflow Wf Request Step") when

"positions" are used in the Workflow configuration

• Usage of "Workflow Steps Workflow Wf Request Step" when multistep approvals are applied and "Stalled For

Days" need to be properly calculated.

Calculated Columns


• Stalled for Days: If "Workflow Wf Request-Approval Status" is PENDING, then difference between reporting

date ([%AS_OF_DATE%]) and "Wf Created Date"; otherwise difference between "Workflow Wf Request-Last

Modified Date" and "Wf Created Date".

Filters



Employment Changes

CONFIDENTIAL


35 Employment Changes

Use

The Employment Changes report provides an overview of job event changes during a selected reporting period.

The job events shown in the report include:

• Changes in the job of the employee

• Position

• Pay rate as well as any demotions

• Promotions

• Transfers

The output is ordered by the name of the employee and Person ID.



company

department

division

employee-class

Employee-type

location

job-title

change-reason

cost-center

change-reason

change-reason-external


hireDate

start-date (Effective Start Date)

end-date (Effective End Date)


last-name

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CONFIDENTIAL



Employment Changes

middle-name

gender

personInfo personal-id-external

eventReason externalCode



Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)", Date Range: From "First Day of Current Quarter" To "Today"

2. Related Table Option: Date Type = "Driving Table Start Date", "Use Driving Table Selection At Runtime"

= "_" (Personal Information: Date Type = "Driving Table Start Date")

Calculated Columns



Employment Changes

CONFIDENTIAL


Filters

Following filters are applied:

• Employees with Employee Status in “A”(Active), "U" (Unpaid Leave), "P" (Paid Leave) and “S”(Suspended)

• Event EQUALS to “4”(Demotion), “5”(Data Change), “8”(Promotion), “12”(Pay Rate Change), “13”(Position

Change) and “16”(Job change).

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FRA - Workforce Statistics

36 FRA - Workforce Statistics

Use

The Workforce Statistics report provides an overview of the workforce for each organization unit

(établissement). In addition, the report lists personal, employment, and organizational data of new hires and

terminated employees.

You can use this report to prepare the monthly Workforce Movements Declaration (DMMO), which is mandatory

for workplaces in France employing at least 50 employees. See For more information see:

http://www.insee.fr/en/methodes/default.asp?page=sources/ope-adm-dmmo.htm

The report consists of the following pages:

• Page 1 - Workforce Statistics - FRA (turnover report)

• Page 2 - Workforce Statistics - FRA (movement details)

List of Fields Used in Employee Central (fields indicated with * are only used on page 2 of the report)


last-name

gender

nationality*


birthday*

jobInfo company

employee-status

location

jobTitle*

effectiveStartDate

effectiveEndDate

effectiveLastChange


eventReasonIcode

globalInfo-FRA contractType*



CONFIDENTIAL


jobClassification-FRA PCScode*

employmentInfo start-date*

terminationDate*

eventReason event

country twoCharCountryCode

legalEntityFRA sirenCode*

Design Details of Page 1 - "Workforce Statistics - FRA (turnover report)"

• Report Schema




Important: Date option for all 3 instances of the "Global Job Information" is "Show All"




o "Total headcount (30 Days back)”, Pivot Function: Count)

o "Hire/Transfer In”, Pivot Function: Count)

o "Terminations/ Transfer Out”, Pivot Function: Count)

o "Total headcount (As of Date)”, Pivot Function: Count)

o "Total headcount (men)”, Pivot Function: Count)

Only relevant for 2nd page

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o "Total headcount (women)”, Pivot Function: Count)

2. Columns: Empty

3. Rows: Company (Label) (Qualifier: All descendants), Location (Qualifier: Selected element and all

descendants)

Design Details of Page 2 - "Workforce Statistics - FRA (movement details)"

See the comment for the report schema and the date option from page 1 above.

Calculated Columns

• Calculated columns relevant for the determination of the subsequent jobInfo-record. Due to the duplicated

join of the “Global Job Info” you would get many duplicated (Cartesian product). With a combination of the

following calculated columns and some filters, the relevant subsequent record is determined. Note, that the

“Global Job Info (2)” is used for the subsequent jobInfo-record.



Number”

o ‘Change Filter (sub)’ (hidden): “Valid Date Diff” when “Date Check (sub) = 1” AND “Effective Last Change

= Y”; “Valid Seq Diff” when “Date Check (sub) = 0” AND “Sequence Check (sub)= 1”. Otherwise, the text

“Invalid” is provided

• Calculated columns relevant for the determination of the previous jobInfo-record. Note, that the “Global Job

Info (3)” is used for the previous jobInfo-record.



(3)”

o ‘Change Filter (prev)’ (hidden): “Valid Date Diff” when “Date Check (prev) = 1” AND “Transaction

Sequence Number = 1”; “Valid Seq Diff” when “Date Check (prev) = 0” AND “Sequence Check (prev)= 1”.

Otherwise, the text “Invalid” is provided.

• Calculated columns only relevant on the 1st report page:

o Total headcount (30 Days back): The company name is provided under following condition that (1) the

Job Info-record was valid 30 days back (‘effective start date’ <= “Reporting Date” – 30 and ‘effective end

date’ >= “Reporting Date” – 30) and (2) the employee was active (i.e. Employee Status (external code)

equal “A”/ ”U”/"P"/"S")

o ‘Hire/Transfer In’: The company name is provided. This label is used in the Pivot evaluation to count the

overall number of “Hires/Transfer In”. The company name is only provided under following conditions:

o ‘Company’ not equal to ‘Company (3)’ (this represents a transfer-in) OR event is either ‘Hire’ or

‘Rehire’ (Event (external code) = ‘H’ / ‘R’)

o Event was happening within the last 29 days (Reporting Date - 29 <= ‘effective start date’ <=

Reporting Date)

o Total headcount (As of Date): The company name is provided under following condition that (1) the Job

Info-record is valid at the day for which the report is executed (‘effective start date’ <= “Reporting Date”

and ‘effective end date’ >= “Reporting Date”) and (2) the employee was active (i.e. Employee Status

(external code) equal “A”/ ”U”/"P"/"S")



CONFIDENTIAL


o ‘Terminations/ Transfer Out’: The company name is provided. This label is used in the Pivot evaluation to

count the overall number of “Terminations/ Transfer Out”. The company name is only provided under

following conditions:

o Event is either ‘Termination’ or ‘Suspension’ (Event (external code) = ‘7’ / ‘26’) AND Event was

happening within the last 29 days (Reporting Date - 29 <= ‘effective start date’ <= Reporting Date)

o ‘Company’ not equal to ‘Company (2)’ (this represents a transfer-out) AND Event was happening

within the last 30 days (exactly: Reporting Date - 30 <= ‘effective end date’ <= Reporting Date -1)

o Total headcount (men): Same as “Total headcount (As of Date)” but only for gender = “M”

o Total headcount (women): Same as “Total headcount (As of Date)” but only for gender = “F”

• Calculated columns only relevant on the 2nd report page:

o Year of Birth: Year function applied to “Date of Birth”

o ‘Hire/Rehire’: The “effective start date” is only provided under following conditions:

o Event is either ‘Hire’ or ‘Rehire’ (Event (external code) = ‘H’ / ‘R’)


Reporting Date)

o ‘Transfer-In’: The label < “effective start date” from {previous company}> is provided under following

conditions:

o ‘Company’ not equal to ‘Company (3)’ (this represents a transfer-in)


Reporting Date)

o ‘Transfer-Out’: The label < “effective end date” to {subsequent company}> is provided under following

conditions:

o ‘Company’ not equal to ‘Company (2)’ (this represents a transfer-out)

o Event was happening within the last 30 days (exactly: Reporting Date - 30 <= ‘effective end date’ <=

Reporting Date -1)

o ‘Terminations’: The “effective start date” is only provided under following conditions:

o Event is either ‘Termination’ or ‘Suspension’ (Event (external code) = ‘7’ / ‘26’)


Reporting Date)

o ‘To be shown’ (hidden): This calculated column is only needed for technical reasons. i.e. to show only

country/region-specific extensions relevant for France. Otherwise, duplicates would be generated if for a

single job classification country/region-specific extension fields are maintained for several countries (e.g.

‘job classification = senior developer’ with country/region-specific fields maintained for US, France and

Germany).

o ‘Show only relevant details’ (hidden): It’s filled with an indicator “X” when (1) either ‘Hire/Transfer In’ is

filled OR ‘Terminations/ Transfer Out’ is filled AND (2) indicator “To be shown” = “X”. This indicator is

used as filter to avoid that irrelevant records are shown.

Restriction

For the Global Information (GLOBAL) table a restriction was applied for the territory: “Territory Id in 75”.

Purpose of this restriction is to display employees under various conditions:

• No country/region-specific personal information extension is maintained.

• Only FR specific personal information extension is maintained.

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CONFIDENTIAL




FR specific personal information extension and other country/region-specific personal information extensions are also maintained.Filters

The report contains following filters (see screenshot above with the respective boxes in the different colors):

• Filters relevant to avoid duplicates caused by the previous jobInfo- records (indicated by the red box)

• Filters relevant to avoid duplicates caused by the subsequent jobInfo- records (indicated by the blue box).

Both parts are connected with an “AND”.

• Each of the 2 parts consists of 3 sub-parts (indicated by the 3 yellow / 3 green boxes):

o Upper part (previous jobInfo- records):

o In case of a ‘Valid date difference’, the previous record must have the indicator “effective last change

= Y” (1st yellow box)

o When there is no previous record (very first record which is typically the ‘hire’); 2nd yellow box

o ‘Valid sequence difference’; 3rd yellow box

o Lower part (subsequent jobInfo- records):

o In case of a ‘Valid date difference’, the transaction sequence number of the subsequent record must

be “1” (1st green box).

o ‘Valid sequence difference’; 2nd green box

o When there is no subsequent record (very last record which is typically the ‘termination’); 3rd green

box

o Note, that each of the 6 (=3x2) sub-parts has the condition ‘User Sys ID’ = ‘User Sys ID (2/3)’. This is




CONFIDENTIAL


• Each of the 6 (=3x2) sub-parts has the condition ‘Show only relevant details’. If this filter is applied, irrelevant

records are not displayed.

Declaration of workforce movement form

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Global Assignments - Accompanying Dependents

37 Global Assignments - Accompanying Dependents

Use

The Global Assignments – Accompanying Dependents report lists the dependents of employees who are

temporarily assigned to business units in another country/region. These dependents have relocated with the

employee. Details include the organizational data and contact data of an employee. The name of the dependent,

date of birth, and relationship with the employee are also given.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

supervisor


globalAssignmentInfo end-date

assignment-type

planned-end-date

start-date

phoneInfo phone-type

phone-number

emailInfo email-type



CONFIDENTIAL


email-address


address2

address3

city

country

zip-code

dependents accompanying

relationship

Design Details

• Report Schema

Note: There is an inner join between “Global Job Information” and “Global Assignment Details”. Due to this inner

join, only employees on a global assignment are reported.

• Report Schema of Main Report

• Report Schema of subreport "Accompanying Dependents"

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• Date Options (main report)



Important: Date option for "Global Assignment Details" is "Current Date"; Usage of custom columns:

Start Date Column = "Start Date" and End Date Column = "Actual End Date"

• Date Options (subreport)



Calculated Columns

Manager (used in main report): Concatenation of {<Last Name>, <First Name>} of the supervisor

Filters

• Main report: Only employees are shown, which are either active, on a paid/unpaid leave or suspended

(“Employee Status (External Code)” in “A”, “P”, “S”, “U”).

• Subreport: Only dependents are shown which accompanying the employee on the global assignment

(dependents-accompanying = “1”)


Global Assignment: Contact Details

CONFIDENTIAL


38 Global Assignment: Contact Details

Use

The Global Assignment: Contact Details report gives an overview of the global assignments of employees (for

example, project assignments) including organizational and contact data. The report lists employees with their

organizational data and global assignments including the address of an employee, phone numbers, and e-mail

addresses. The report output is ordered by the last name of the employee, first name, global assignment start

date, planned end date, and the actual end date.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

supervisor


globalAssignmentInfo end-date

assignment-type

planned-end-date

start-date

phoneInfo phone-type

phone-number

emailInfo email-type

email-address

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address2

address3

city

country

zip-code

Design Details

• Report Schema

Note: There is an inner join between “Global Job Information” and “Global Assignment Details”. Due to this inner

join only employees on a global assignment are reported.

• Date Options



Important: Date option for "Global Assignment Details" is "Current Date"; Usage of custom columns:

Start Date Column = "Start Date" and End Date Column = "Actual End Date"



CONFIDENTIAL


Calculated Columns


Restriction

“Supervisor Global Job Info - Supervisor Assignment Type” equals to "ST"

Filters

Only employees are shown, which are either active, on a paid/unpaid leave or suspended (“Employee Status

(External Code)” in “A”, “P”, “S”, “U”).

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Headcount and FTE

39 Headcount and FTE

Use

The Headcount and FTE report lists the following measures for each combination of company, business unit, and

division. Each measure is separated into male and female (gender = “M” and “F”):

• Number of employees (headcount)

• Accumulated FTE of all employees

• Average age of the respective employees

• Average length of service of the respective employees

The report result is displayed for a certain date. Default date is today, but any date can be selected as date filter.

For example: Currently we have month March and the report is run for the last day of last year. An employee, who

had birthday in the previous month and also increased FTE in the previous month (February), is considered in the

report with the age and FTE, which has been valid at the end of the previous year.


personalInfo gender


date-of-birth

jobInfo company

business-unit

division

department

cost-center

employee-status

location

pay-grade

pay-group

employment-type

employee-type

is-fulltime-employee

fte

regular-temp


Headcount and FTE

CONFIDENTIAL



start-date

serviceDate

Design Details

• Report Schema




Important: Date option for all 3 instances of the "Global Job Information" is "Show All"




o "Headcount”, Pivot Function: Distinct Count)

o "FTE”, Pivot Function: Sum)

o " Age” (Label: "Average Age"), Pivot Function: Average)

o "Average Length of Service”, Pivot Function: Average)

2. Columns: Gender

3. Rows: Company (Label), Business Unit (Label), Division (Label) (Qualifier for all 3 dimensions: All

descendants)

Calculated Columns

Hire / Service Date (hidden) – This field is filled with the Service Date as long as the “Service Date” is maintained.

If the “Service Date” is empty, the “Hire Date” is taken.

Length of Service - “Hire / Service Date” where the date function “Age” is applied. The function parameter is “As

of Date”.

Age – “Date of Birth” where the date function “Age” is applied. The function parameter is “As of Date”.

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Headcount and FTE

Filters




Job Assignment

CONFIDENTIAL


40 Job Assignment

Use

The Job Assignment report provides an overview of the organizational data of an employee. The report lists the

following data of the employee:

• Personal data

• Employment data

• Position data

• Organizational data



company

department

division

location

cost-center

employee-class

employee-type

local-job-title

job-code

hireDate



end-date (Effective End Date)


last-name

middle-name


Legal Entity Name (DM) Country

Employee Status

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CONFIDENTIAL



Job Assignment

Position ID

Position title

Design Details

• Report Schema

• Date Options



Calculated Columns


Filters




Job Assignment

CONFIDENTIAL


There is another filter implemented so that the report only shows employees details, in case their Last Name is

been already maintained in the system.

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Job Relationships

41 Job Relationships

Use

The Job Relationships report provides an overview of the employee’s employment details and job relationship for

a specified date.



first-name

middle-name

gender

marital-status

nationality


date-of-birth

jobInfo company

business-unit

division

department

cost-center

employee-status

location

job-title

regular-temp

employee-type

employee-class

jobRelationship relationshipType


start-date



Job Relationships

CONFIDENTIAL


Design Details

• Report Schema

• Date Options


2. Related Table Option: Date Type = " Current Date"

Calculated Columns

• Is Fulltime Employee: Filled with “X” when “Is Fulltime Employee = t”. Otherwise, it is empty.


• Related Employee: Concatenation of {<Last Name>, <First Name>} of the matrix manager (‘Job Relation’)

Filters


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Multiple Employments

42 Multiple Employments

Use

The Multiple Employments report can be used to identify which employees are assigned to more than one

employment contract in your organization. The report can be run for any date (for example today or last day of

last year) and shows the employments which have been or are valid at the respective date.

List Fields Used in Employee Central


first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

jobTitle


start-date

SecondaryAssignmentsItem userSysId

Design Details

• Report Schema



CONFIDENTIAL


• Date Options



Remarks to the Technical Design of the Report

There are the following joins offered from “Global Job Information”:

1. To “Secondary Assignments (By User) Secondary Assignment” (from “User Sys Id” to “User Sys Id”)

o In case of a secondary assignment, “Secondary Assignments (By User) Secondary Assignment” is filled.

o Vice versa, in case of the main employment, “Secondary Assignments (By User) Secondary Assignment”

is empty.

2. To Secondary Assignments (By Person) Secondary Assignment (from “Person Id External” to “External

Code”)

o Assume there is one (or even multiple) secondary assignment/s: Irrespective of the main employment

record or the secondary assignment record, this join delivers the “User Sys Id” of the secondary

assignment.

o This join can be used in an aggregated calculated column to determine the number of secondary

assignments.

Calculated Columns

Main employment: Filled with “X” when the UserSysId of table “Secondary Assignments (By User) Secondary

Assignment” is empty


Number of secondary assignments: “Count” of Column 'Users Sys Id' from Table 'Global Job Information' in

Category 'Employment'. Note, that the join goes from “Global Job Info” to “Secondary Assignments (By Person)

Secondary Assignment” to “Global Job Info”!

Furthermore, a filter for “Employee Status” IN “A”, “P”, “S”, “U” is applied to avoid the counting of terminated

employments.

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Filters


• Only “normal” assignments are reported (Assignment Type IN “ST”).


New Hires

CONFIDENTIAL


43 New Hires

Use

The New Hires report provides an overview of all employees hired in a selected reporting period. The report lists

the personal and employment data of each new or rehired employee as well as organizational details. The output

is ordered by:

• Last and first name of the employee

• Person ID

• Event



company

department

division

employee-class

Employee-type

location

cost-center

fte



Original Start date

serviceDate

Event


last-name

middle-name


Event Reason (DM) Event Reason ID

Legal Entity Name (DM) Country

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New Hires

Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range: From "First Day of Last Month" To "Today"

2. Related Table Option: Date Type = " Driving Table Start Date"

Calculated Columns

• The Calculated Column Manager shows the Supervisor’s Last and First Name if they are maintained in the

system, if not the field remains empty.

• The Calculated Column FTE shows whether the Employee is Full Time Employee or not by the value (e.g. 1.00

is the value for Full Time Employment)

Filters

Employment records for the event "Hire" and "Rehire" are shown ('Event (External Code)' IN "H”, “R”).


Nonrecurring Pay History

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44 Nonrecurring Pay History

Use

The Nonrecurring Pay History report lists all nonrecurring payments made to employees in the specified date

range.



company

department

division

location

cost-center

employee-class

employee-type

job-title

pay-group

pay-grade



last-name

middle-name


payComponentNonRecurring currency-code

pay-component-code

Issue Date

Type

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Nonrecurring Pay History

Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range: "Current Year"

2. Usage of Custom Columns: "Start Date Column" = "Issue Date"


Calculated Columns


Amount: Shows the value of the amount

Filters




Open Workflow Requests

CONFIDENTIAL


45 Open Workflow Requests

Use

The Open Workflow Requests report lists all still pending workflow requests that need to be approved (workflow

request status ‘pending’). The reports lists:

• Parameters from the workflow request itself, for example:

o Workflow ID

o Creation date of the workflow request

o Current step number

o Total number of steps

o Attributes, as the request type, the event name and the effective date of the respective change

• Parameters of the current step of the workflow like the creation date of the step and the last modified date.

For example: A 3-step workflow process where the first two steps are already completed, then the third step

is the pending current step. The third step is reported.

• Following employees are reported:

o The employee for whom the workflow was created

o The employee who initiated

o The employee who has last modified the current workflow step

o The employee who has approved the previous step (if existing)

o The employee who needs to approve the current step. Alternatively, the dynamic group or position when

the current step approver is not just an individual employee

• The number of days where the workflow is with the current processor ("Stalled for Days" column). This means

number of days between TODAY and the last step approval date (if there is no last step approval, then it’s the

number of days between TODAY and the workflow step creation date).

• The report provides additionally 2 pages:

o The 2nd page provides details of the dynamic role configuration

o The 3rd page lists the members of the configured dynamic groups

List of Fields used in Employee Central

Page 1 - Open Workflow Requests:


Workflow Wf Request Comments comments

activityType

Workflow Wf Request STEP_NUM

TOTAL_STEP_NUM

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CREATED_DATE

WF_REQUEST_ID

STATUS

Workflow Emp Wf Request EFFECTIVE_DATE

EVENT_REASON_ICODE

REQUEST_TYPE

Workflow Wf Request Step CREATED_DATE

LAST_MODIFIED_DATE

APPROVER_TYPE

OWNER_ID

STEP_NUM

Workflow Go Wf Request objectType

DYNAMIC_GROUP GROUP_ID

GROUP_NAME


first-name

Position code

positionTitle

Page 2 - Dynamic Role Configuration:


first-name


employmentInfo userSysId

dynamicRole BaseObject

description

dynamicRole

dynamicRoleId

dynamicRoleAssignment processingOrder

resolverType

dynamicRoleResolver objectType

objectValue



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position code

positionTitle


GROUP_NAME

jobClassification jobTitle

jobCode

department code

name

division code

name

location code

name

businessUnit code

name

costCenter code

name

payGrade payGradeId

name

payGroup payGroupId

name

legalEntity legalEntityId

legalEntityName

eventReason eventName

eventId

Page 3 - Dynamic Group Member Assignment:


first-name



GROUP_NAME

ACTIVE_MEM_COUNT

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Design Details

• Report Schema of page 1

• Date Options of page 1


2. Usage of Custom Columns: "Start Date Column" = "Wf Request Creation Date"




CONFIDENTIAL




1. Date Type = "CurrentDate"




1. Date Type = "Show All"


Calculated Columns of page 1

• Wf Created For: Concatenation of Last Name and First Name of ‘Created for Global Job Information’

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• Wf Created By: Concatenation of Last Name and First Name of ‘Created by Global Job Information’

• Current Step Last Modified By: Concatenation of Last Name and First Name of ‘Last Modified by Global Job

Information’

• Step Comparison (hidden): Always filled with {‘Current Step Workflow Wf Request Step-Current Step Step

Num’ – 1}. Only when ‘Current Step Step Num’ = 1, then ‘Step Comparison = 1’. Used to filter the queries for

duplicates caused by joining “Current Step Workflow Wf Request Step” and “Workflow Steps Workflow Wf

Request Step”. For further details, see below under ‘Query Filters’.

• Last Step Approved Date: Filled with ‘Workflow Steps Workflow Wf Request Step-Workflow Steps Last

Modified Date when “Workflow Steps Workflow Wf Request Step-Workflow Steps Status = COMPLETED”.

Otherwise, it’s filled with 12/31/9999.

• Last Step Approved By: Concatenation of ‘Workflow Steps Processed by Last Name’ and ‘Workflow Steps

Processed by First Name’ of ‘Workflow Steps Processed By Global Job Information’ when “Workflow Steps

Workflow Wf Request Step-Workflow Steps Status=COMPLETED”

• Current Step Approver Name: Concatenation of ‘Current Step Owner Last Name’ and ‘Current Step Owner

First Name’ of ‘Current Step Owner Global Job Information’

• Current Step Approver Type: Either filled with POSITION or DYNAMIC_GROUP. In detail, filled with “Current

Step Workflow Wf Request Step-Current Step Approver Type” when “Current Step Owner Id” is empty and

{Current Step Approver Type = POSITION or Current Step Approver Type = DYNAMIC_GROUP}

• Current Step Approver (Dynamic Group/Position ID/Job Relationship): Filled with

o “Current Step User Users Group-Current Step Users Group Id” for ‘Approver Type = DYNAMIC_GROUP’

o “Current Step Position-Current Step Code” for ‘Approver Type = POSITION’

o “Current Step Workflow Wf Request Step-Current Step Role Id” for ‘Approver Type = additional manager

OR custom manager OR second manager OR matrix manager’

• Current Step Approver (Dynamic Group/Position Name): Similar as above

o Current Step Users Group Name for ‘Approver Type = DYNAMIC_GROUP’

o Current Step positionTitle for ‘Approver Type = POSITION’

• Stalled for Days:

o {TODAY – Last Step Approved Date} when ‘Last Step Approved Date <> 12/31/9999’

o Otherwise: {TODAY – ‘Workflow Wf Request-Wf Request Created Date’}

Calculated Columns of page 2

• Job Classification: When jobClassication-jobCode <> NULL, filled with jobClassication-JobTitle (Label) + "(" +

jobClassication-jobCode + ")"

• Department: When department-Code <> NULL, filled with department-name (Label) + "(" + department-Code

+ ")"

• Division: When division-Code <> NULL, filled with division -name (Label) + "(" + division -Code + ")"

• Location: When location-Code <> NULL, filled with location -name (Label) + "(" + location -Code + ")"

• Legal Entity: When legalEntity-legalEntityId <> NULL, filled with legalEntity-name (Label) + "(" + legalEntity-

legalEntityId + ")"

• Business Unit: When businessUnit-businessUnitCode <> NULL, filled with businessUnit-businessUnitCode +

"(" + businessUnit-businessUnitName (Label) + ")"



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• Cost Center: When costcenter-code <> NULL, filled with costcenter-name (Label) + "(" + costcenter-code +

")"

• Pay Grade: When payGrade-payGradeId <> NULL, filled with payGrade-name + "(" + payGrade-payGradeId +

")"

• Pay Group: When payGroup-payGroupId <> NULL, filled with payGroup-name (Label) + "(" + payGroup-

payGroupId + ")"

• Event Reason: When eventReason-eventName <> NULL, filled with eventReason-eventName + "(" +

eventReason-eventId + ")"

• Person (User's System ID): When dynamicRoleAssignment-userSysId <> NULL, filled with GJI-LastName + ","

+ GJI-FirstName + "-" + GJI-PersonId + "(" + Person (User's System ID)+ ")"

• Position: When position-code <> NULL, filled with position-code + "(" + position-positionTitle + ")"

Filters of page 1

Following 2 filters are applied to the query. Both conditions are connected with “AND”:

• Workflow Wf Request = PENDING

• “Step Comparison” (calculated column) = “Workflow Steps Workflow Wf Request Step-Workflow Steps Step

Num”

Remark: Join of “Current Step Workflow Wf Request Step” and “Workflow Steps Workflow Wf Request Step”

caused duplicates. For example, think about a three-step approval process, where the first 2 steps are already

COMPLETED; However, 3rd step (current step num = 3) is still PENDING. The filter takes care that the 2nd

step as “last step approved” is reported together with the pending step (3rd step)

Restriction on page 1

• Restriction on "Activity Type = COMMENT" for table WorkflowStepsWorkflowWfRequestComments

Restriction on page 2

• Foundation Objects Fo Dynamic Role Resolver: Object Type in company

• Foundation Objects Fo Dynamic Role Resolver (2): Object Type (2) in businessUnit

• Foundation Objects Fo Dynamic Role Resolver (3): Object Type (3) in costCenter

• Foundation Objects Fo Dynamic Role Resolver (4): Object Type (4) in jobCode

• Foundation Objects Fo Dynamic Role Resolver (5): Object Type (5) in eventReason

• Foundation Objects Fo Dynamic Role Resolver (6): Object Type (6) in department

• Foundation Objects Fo Dynamic Role Resolver (7): Object Type (7) in division

• Foundation Objects Fo Dynamic Role Resolver (8): Object Type (8) in location

• Foundation Objects Fo Dynamic Role Resolver (9): Object Type (9) in payGrade

• Foundation Objects Fo Dynamic Role Resolver (10): Object Type (10) in payGroup

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Filters of the page 3

Following 2 filters are applied to the query. Both conditions are connected with “AND”:

• User UsersGroup-UsersGroupSubtype = "ectworkflow"

• User UsersGroup-UsersGroupType = "dynamic"


Pay Rages

CONFIDENTIAL


46 Pay Rages

Use

The Pay Ranges report lists the pay ranges of employees according to the pay grade of an employee,

geographical location, and company assignment. Besides the basic pay range data as minimum pay amount, mid-

point and maximum pay amount, also the currency and the frequency are provided.


The pay range of each employee depends on the Employee Central default configuration from (1) Legal Entity, (2)

Pay Group and (3) Geo Zone. In detail, the report is designed in the way that the pay range is joined to the Legal

Entity via:

GlobalJobInfo => Legal Entity (=> Relationship Table) => Pay Range

To avoid duplicates the following approach was taken

• The Pay Grade is joined to the Pay Range

• The Location is joined via Geo Zone to the Pay Range

• 2 filters were applied:

o GlobalJobInfo-location = location-code

o GlobalJobInfo-pay grade = pay grade – pay grade ID

If the pay range depends in another instance on different parameters, it’s required to adjust the report. For

example: Pay range depends on job code and pay grade. Then, you need to join the pay range to the job code (pay

grade, respectively) and have a filter for the pay grade similar as stated above (job code, respectively).



first-name

middle-name

gender


date-of-birth

jobInfo company

business-unit

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Pay Rages

division

department

cost-center

employee-status

location

pay-grade

jobClassification

compInfo pay-group


start-date

payFrequency annualizationFactor


payRange currency

frequencyCode

name

minimumPay

midPoint

maximumPay


Geozone externalCode

Location externalCode

Design Details

• Report Schema


Pay Rages

CONFIDENTIAL


• Date Options



Calculated Columns

Minimum Pay, Mid Pay and Maximum Pay: These 3 calculated columns were just introduced to restrict the

number of decimals to 2.

Filters



• Following 2 filter conditions relevant for the pay range are implemented (See “Remarks to the design of the

report” section for further details about the purpose of these filters):

o jobInfo-pay grade = pay range-pay grade

o jobInfo-location = pay range-location

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Payment Information

47 Payment Information

Use

The Payment Information report provides an overview of all payment details of employees belonging to a specific

company. The report lists the personal and employment data of an employee, organizational details, and also

payment information details like payment method, bank details, and amounts. Each row represents the payment

information of an employee. You can view bank details or payment methods that depend on the employment

contract of an employee, such as global assignments.

The report result is shown as of date. Default setting is current date. You can select any other date at runtime,

which enables you to consider for example upcoming future changes.


The “Bank” field appearing under Payment Information Detail V3 table is a transient field and therefore not

persisted. Information of this field will remain empty in the report query.

If you would like to add it anyway, you can define a custom field associated with the Bank object to retrieve the

information.



first-name


Payment Information

CONFIDENTIAL


middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

manager-id


PaymentMethodV3 externalName

Currency code

Country externalName

PaymentInformationDetailV3 accountNumber

accountOwner

businessIdentifierCode

iban

PayType

routingNumber


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Payment Information

Design Details

• Report Schema

• Date Options



Calculated Columns


• Percent: representation of amount in a number format with 2 decimal places

• Amount: representation of amount in a number format with 2 decimal places

Filters




Payroll Results

CONFIDENTIAL


48 Payroll Results

Use

After a payroll run has taken place in the payroll backend the payroll results can be imported into Employee

Central and used for reporting purposes. The Payroll Results report displays the accumulated amounts for the

respective wage types and periods when the amount was earned. The report simply uses all available wage types

(for example gross pay, net pay, specific overtime wage types, sickness payments).

Note

Please be aware that detailed payroll reporting has to be done in the Payroll system. Please do not extract

more than 10-15 wage types per employee and payroll period.

The main purpose of the report is the usage as template. By using the Payroll Results report template, you can

create different payroll-related reports based on your concrete business requirements. You can create reports

such as:

• One-time payments

• Overtime hours worked by employees

• Paid overtime

• Illness (hours of being absent and paid illness)

• Salary payments and deductions for a specified period in a particular department (such as gross pay, net pay,

and tax, social security)



last-name


jobInfo company

business-unit

costcenter

department

job-title

manager

EmployeePayrollResults payDate

currency

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Payroll Results

EmployeePayrollResultsItems startDateWhenEarned

endDateWhenEarned

payrollProviderWageType

wageType

amount

quantity

unitOfMeasurement

Currency code

Design Details

• Report Schema

• Date Options




1. Measure (Show Measure on "Columns"; Show Measures As "Minor Grouping"; Exclude Rows or columns


o "Amount”, Pivot Function: Sum

o "Quantity", Pivot Function: Sum

2. Columns: Year, Month

3. Rows: Company (Label), wageType (Picklist Label) (Qualifier for both rows: All descendants)


Payroll Results

CONFIDENTIAL


Calculated Columns

• Month: The month of the ‘When earned’-end date is converted into a text field (“01”, “02”, ... , “12”). To

achieve this, the “Month-function” is applied on EmployeePayrollResultsItem-endDateWhenEarned.

• Year: Similar as above, but for ‘year’ of the ‘When earned’-end date

• Quantity; Amount: These calculated columns were only created to restrict the decimal places to 2


Filters

The report contains a filter so that only payroll records are shown where EmployeePayrollResultsItem -

startDateWhenEarned is filled.

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Pension Overview

49 Pension Overview

Use

The Pension Overview report provides an overview of the pension data of employees as well as their

organizational details and personal information, such as name and date of birth.


The “Global Job Info” table is joined twice:

• The first instance is connected with an inner join to the “Pension Payments”, for example only employments

related to the ‘pension payment’ are reported

• The second instance has a restriction for the assignment type “ST”, for example the organizational unit data

are taken from the “normal” employment.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

employmentInfo planned-end-date

start-date


Pension Overview

CONFIDENTIAL


Design Details

• Report Schema

• Date Options



Calculated Columns

No calculated columns are used in this report.

Filters

No filters are applied to this report.

Restrictions

A restriction ‘Assignment Type (2) equals to "ST"’ is applied for the second instance of the “Global Job Info” table.

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Position Details

50 Position Details

Use

The Position Details report provides an overview of all positions of a company at a specified date. Additional

details such as organizational data (division, department), position related job description, the target FTE and the

assigned FTE to the respective position are given as well. If a position is occupied, the personal information of an

employee along with the employee ID and status is also available as a subreport information. Furthermore, the

employees that are on a long-term absence or are on a global assignment but which still have the right to come

back to the respective position are also provided in an additional subreport.

The report result is shown as of date. Default setting is current date, but you can select any other date at runtime.


Position businessUnit

code

company

costCenter

department

description

division

effectiveStartDate

effectiveStatus

employeeClass

externalName

jobLevel

jobTitle

location

multipleIncumbentsAllowed

payGrade

regularTemporary

vacant



Position Details

CONFIDENTIAL



first-name

middle-name



FTE


PositionRightToReturn effectiveStatus

startDate

endDate

Design Details


• Report Schema - Subreport "Incumbents"

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Position Details

• Report Schema - Subreport "Employees With Right To Return"

• Date Options for main report and subreport 'Incumbents'



• Date Options for subreport ' Employees With Right To Return '


2. "Use Custom Columns" = "Yes" with "Start Date Column = startDate" and "End Date Column =

endDate"; "Selectable at Runtime" = "Yes"


Calculated Columns

Target FTE: Used for column formatting as a number with 2 decimal places


• Assigned FTE: Sum of the FTEs from the Job Information table assigned to the same position. Due to the filter

set only active, on paid or unpaid leave and suspended employees are considered for the sum.

• Employees with Right To Return: Sum of the 'effectiveStatus' from the MDF object PositionRightToReturn

assigned to the same position. There is a filter applied so that only PositionRightToReturn-records are

considered that are relevant for the date for which the report is executed.


Position Details

CONFIDENTIAL


Filters

The main report has a filter so that only positions with an mdfSystemRecordStatus = "N" are shown.

The subreport "Incumbents" does not have a filter.

The subreport " Employees With Right To Return ": PositionRightToReturn-startDate less than or equal to "As Of

Date" and " PositionRightToReturn-effectiveStatus = A"

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Position Overview

51 Position Overview

Use

The Position Overview report provides an overview of all positions of a company at a specified date. Additional

details such as organizational data (division, department), position related job description, the target FTE and the

assigned FTE to the respective position are given as well.


runtime.


Position businessUnit

code

company

costCenter

department

description

division

effectiveStartDate

effectiveStatus

employeeClass

externalName

jobLevel

jobTitle

location

multipleIncumbentsAllowed

payGrade

regularTemporary

vacant


JobInfo employee-status


Position Overview

CONFIDENTIAL


FTE

PositionRightToReturn effectiveStatus

startDate

endDate

Design Details

• Report Schema

• Date Options



Calculated Columns

Target FTE: Used for column formatting as a number with 2 decimal places


• Assigned FTE: Sum of the FTEs from the Job Information table assigned to the same position. Due to the filter

set only active, on paid or unpaid leave and suspended employees are considered for the sum.

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Position Overview

• Employees with Right To Return: Sum of the 'effectiveStatus' from the MDF object PositionRightToReturn

assigned to the same position. There is a filter applied so that only PositionRightToReturn-records are

considered that are relevant for the date for which the report is executed.

Filters

None

Remark to the validation of the report

Following steps are required to validate the report if the "Right To Return" functionality (i.e. the MDF object

PositionRightToReturn) is not used:

• Click at "Edit" at „No primary table defined_ POSITION_ PositionRightToReturn.”

• Replace „PositionRightToReturn“ e.g. by „PositionType“


Position Overview

CONFIDENTIAL


• Afterwards note, that the validation message looks exactly as before. However, now you will be able to edit the

report and to delete the aggregated calculated column (editing the report was not possible before the

replacement of „PositionRightToReturn“ by „PositionType).

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Position Hierarchy Report Template (5 Levels)

52 Position Hierarchy Report Template (5 Levels)

Use

The Position Hierarchy Report Template (5 Levels) report provides the overall number of positions with the

appending child positions, separated by different position levels.


• Page 1: Position Hierarchy (Top Position View) displays the numbers for each Level 1 Position on the upper

part of the screen. On the lower part of the screen the respective details are displayed (each record

corresponds to one position). The report result is shown for a certain date. Default date is today, but any date

can be selected as date filter (for example, ‘last day of last year’).

• Page 2: Position Hierarchy Details shows similar information as page 1 but the starting point is the position

itself.


Position code

effectiveStatus

positionTitle

company

Parent Position (i.e. association to parentPosition;

multiplicity = One to One; destination object = Position)

Design Details - Page 1 - "Position Hierarchy (Top Position View)"

The page has two components, a Pivot table and a list report component. Both have the same report schema and

the same date options.

• Report Schema



CONFIDENTIAL


• Date Options




1. Measure (Show Measure on "Rows"; Show Measures As "Minor Grouping"; Exclude Rows or columns

that contain no data = "X"): "Position Level"; Pivot Function: Count

2. Columns: Position Level

3. Rows: Level 1 Position, Level 1 Position Title (Qualifier for both rows: All descendants)

Design Details - Page 2 - "Position Hierarchy Details"

The page has one list report component and has the same report schema and the same date options as the

components from page 1.


The report is just a template; it works with exactly five hierarchy levels. However, if a company uses less/ more

levels, the report needs to be adjusted according to the used hierarchy levels. Enhancement of the report is quite

simple: It’s required to join “(parent position) n position” an additional time as illustrated below. When doing this,

a join via “(parent position) n-1 position POSITION_VIEW_GENERIC_RELATIONSHIP_Position_PositionParent” is

automatically generated. Afterwards, it’s required to adjust the calculated columns “Position Level” and “Level X

Position” (X = 1, …, n-2) and to introduce a new calculated column “Level {n-1} Position”.

Calculated Columns

• Position Level: Determination of the “Level” of the position according to following logic:

o Level 1: If there exists no “parent position position” (MEMB_SOURCE_OBJECT_TYPE of Generic

Relationship object empty)

o Level 2: If there exists no (parent position) 2 position (= parent position parent position position)

o Level 3: If there exists no (parent position) 3 position



o Level 6: If the position is not Level 1, Level 2, …, Level 5

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• Level 1 Position:


o If Position Level = 5 => Filled with (parent position) 4 position

o If Position Level = 2 => Filled with parent position position

o If Position Level = 1 => Filled with position













• Following 3 fields are only available on page 1 of the report:

o Position Level: Introduced for Pivot table on page 1 to convert the numeric field “Position Level” into field

of Data Type “Text”

o Level 1 Position Title: Similar as for “Level 1 Position” but for field “Position title”

o Level 1 Position Company: Similar as for “Level 1 Position” but for field “Position company”

Filters

The report contains a filter so that only approved positions are shown (mdfSystemRecordStatus in [Null, N]).


Private Contact Information

CONFIDENTIAL


53 Private Contact Information

Use

The Private Contact Information report provides an overview of all employees belonging to a specific company

with the details of the home addresses and other personal contact information such as home phone numbers and

e-mail addresses. It also provides the organizational and main employment data.


runtime.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

employee-type

employee-class


homeAddress address1

address2

address3

city

country

zip-code

phoneInfo phone-number


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emailInfo email-address

Design Details

• Report Schema

• Date Options



Calculated Columns

None




CONFIDENTIAL


Filters



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Recurring Pay History

54 Recurring Pay History

Use

The Recurring Pay History report gives an overview of all recurring payments made to employees in the specified

date range. You can also filter by organizational details such as by department or location. By default, the current

year is shown and the list is sorted by the name of the employee.



company

department

division

location

cost-center

employee-class

employee-type

employee-status

job-title

pay-grade

employmentInfo start-date

isContingentWorker


last-name

middle-name


compInfo pay-group

payComponentRecurring pay-component

frequency

currency-code

payComponentType




CONFIDENTIAL


name

payComponentType

Report Schema

• Date Options


2. Related Table Option: Date Type = "Current Date" (only table 'Compensation Information' has Date Type

= "Driving Table Start Date")

Calculated Columns


• Amount: In case of Pay Component Type <> PERCENTAGE, the value of the amount with 2 decimals is shown.

• Percentage: In case of Pay Component Type = PERCENTAGE, the value of the amount with 2 decimals is

shown.

Filters



Further details for an advanced version of the report

In particular, for the pay component types PERCENTAGE and NUMBER it might be helpful to show some further

fields; see the last chapter of the report "Recurring Pay History" of the "How-To- Guide" for further details.

To achieve this, however, a major redesign of the report is required:

o It's required create a copy of page 2 of the report "Annual Compensation History".

o Delete both calculated columns, "Annual Amount" and "Target Currency"

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o Remove both instances of "Currency", "Currency Exchange Rate (Extended)" and "Frequency"

o Remove "Pay Component Group" (the one which is joined to "Pay Component"; however, leave "Pay

Component Group (2)" which is joined to "Pay Component (2)" untouched)

o If required, do the following minor adjustments:

o Remove "Legal Entity" and "Country"

o Add "Job Classification" joined to the " Global Job Information" to add the "Job Title"

o Add "Supervisor Global Job Information" joined to the " Global Job Information" and create a

calculated column for the "Manager"

o Add following calculated columns:

o Amount: If Pay Component-Pay Component Type <> PERCENTAGE, then filled with Amount, i.e. from

"Compensation". If Pay Component-Pay Component Type = PERCENTAGE, then filled with Amount *

Amount(2) / 100. Otherwise, filled with zero.

o Percentage: If Pay Component-Pay Component Type = PERCENTAGE, then filled with Amount, i.e.

from "Compensation". Otherwise, filled with zero.

o Base amount: If Pay Component-Pay Component Type = PERCENTAGE, then filled with Amount(2),

i.e. from "Compensation (2)". Otherwise, filled with zero.

o Include fields like "Number", "Currency" (from Compensation), "Base Pay Component Group (Name)",

"Rate", "Unit of measure (externalName)" and "Currency" (all from Pay Component").

Rename "Currency" from "Compensation" to "Compensation Currency" and ""Currency" from "Pay

Component" to "Pay Component Currency".


RUS - Data Compliance for PII

CONFIDENTIAL


55 RUS - Data Compliance for PII

Use

The Data Compliance for PII - RUS report provides an overview of audit details for PII.

You can capture changes for the following entities: Person, Personal Info, Person Global Info, Address, Email Info,

Phone Info, Social Account Info, National Id, Work Permit, Emergency Contact Info and Dependent Info.

The report result is shown for a date range. Default setting is current month, but you can select any other date

range at runtime.


PersonDataResidencyLogRecord externalCode

personIdExternal

dateOfChange

entityKey1

entityKey2

entityType

gdcPostTimeStamp

syncType

piiCountry

residePIIPostTimeStamp

operationType

mdfSystemRecordStatus


last-name

middle-name

LegalEntity name

Country twoCharCountryCode




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RUS - Data Compliance for PII

Design Details

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range = "Current Month"

2. Usage of Custom Columns: Start Date Column = "Date of Change"


Calculated Columns

None

Filters


Seasonal Employees

CONFIDENTIAL


56 Seasonal Employees

Use

The Seasonal Employees report lists all employees, whose hire or rehire date was less than 12 months prior to the

reporting date and the termination is after the reporting date. These employees are listed with additional

attributes as the organizational assignment, the line manager, hire, and termination date and the length of service.

The report output is ordered by the last and first name of the employee.



first-name

middle-name

date-of-birth


jobInfo company

business-unit

division

department

cost-center

employee-status

location

job-title

event

eventReasonIcode


IsEcSystemOfRecord

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Seasonal Employees

Design Details

• Report Schema

The Global Job Info table is joined 3 times. The first instance is for the actual situation of the employee (for

example also the employee status). The second instance is to check, if a termination in the future is already

posted and the third instance is to check, if the hire/rehire was less than 12 months prior than the reporting date.

For the second and third instance of the Global Job Info the date option "Show All" is used. To get rid of duplicates,

a more sophisticated filter is applied, see details below.

• Date Options


2. Related Table Option: Date Type = "Current Date"; Use Driving Table Selection at Runtime = "X". The

date option for "Global Job Information (2)" and "Global Job Information (3)" is "Show All".

Calculated Columns


• Length of Service (in Days): Difference between reporting date ([%AS_OF_DATE%]) and "Hire Date" (=

effective start date of the 3rd instance of the "Global Job Information")

Filters

• Only employees (=apprentices) are shown, which are either active, on a paid/unpaid leave or suspended.

• Filters for the "Users Sys Id" are provided (shown below by the green box) to guarantee that the same

employment is considered and for example a 'normal' employment is not mixed with a concurrent

employment or global assignment.


Seasonal Employees

CONFIDENTIAL


• Two filters for the second instance of the "Global information" is provided in a way that that second instance is

fixed to the future termination (shown below by the blue box):

o Only terminations are considered: Event (External Name) = "26"

o Termination Date (= "Effective Start Date") is greater than Reporting Date (="As of Date")

• Three filters for the third instance of the "Global information" is provided in a way that that third instance is

fixed to the hires and rehires in the last 12 months (shown below by the red box):

o Only hires and rehires are considered: Event (External Name) = "H" and "R"

o Hire Date (= "Effective Start Date") is less than or equal to Reporting Date (="As of Date")

o "Length of Service (in Days)" is less than or equal to "365"

Restrictions

A restriction was applied for "Global Job Information" (first instance): Assignment Type = "ST" to consider just

'normal' employments but not Global Assignments.

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Service Anniversaries

57 Service Anniversaries

Use

The Service Anniversaries report provides an overview of the years of service of employees. It can help to

highlight specific anniversaries of an employee within a company. Service Anniversaries lists employees along

with their name, organizational data (including manager), and their service and hire dates. The report output is

ordered by the name of the employee.



first-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

employee-type

employee-class


start-date

serviceDate


Service Anniversaries

CONFIDENTIAL


Design Details

• Report Schema

• Date Options



Calculated Columns


• Length of Service: The ‘Function’ = “Age” is applied to the service date. The ‘Function Parameters” is “As of

Date”.

=>

Filters


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Terminated Employment

58 Terminated Employment

Use

The Terminated Employment report provides an overview of all employees within the company whose

employment has been or will be terminated during a selected reporting period. It lists the relevant names of the

employees, the termination reason and date, organizational data, employee class, and the employee type. Payroll

related dates are also given as well as an evaluation of the possibility of rehiring the same employee. The report

output is ordered by the last and first name of the employees.



first-name

middle-name


jobInfo company

business-unit

costCenter

department

division

location

employee-class

employee-status

employee-type

change-reason

employmentInfo end-date

benefitsEndDate

lastDayWorked

payrollEndDate

salary-end-date

serviceDate

StockEndDate


Terminated Employment

CONFIDENTIAL


regretTermination

okToRehire

eventReason event

legalEntity country

Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date Range = From "First day of Last Quarter" to "Today"


Calculated Columns

• Manager: Concatenation of <last name> + “,” + <first name> of the supervisor

• Regret Termination: Filled with an “X” when the field regretTermination of the table employmentInformation

is filled with “1”. Otherwise it’s empty.

• OK to Rehire: Filled with an “X” when the field okToRehire of the table employmentInformation is filled with

“1”. Otherwise it’s empty.

Filters

There is a filter for the events “Termination” (external code = 26) and “Assignment Completion” (external code =

3).

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Time Account Overview

59 Time Account Overview

Use

The Time Account Overview report provides an overview of the absent days and hours taken in a department in a

certain period of time. You can also see a summary of the absences taken by each employee in the department.

On the second page "Time Account Overview per Employee", the name of the employee is also available.


Design Details of Page 1 - "Time Account Overview"

• Report Schema

jobInfo Department

employee-status



last-name

TimeAccountType timeAccountType

TimeAccount bookingUnit

bookingDate

bookingType

TimeAccountDetail bookingAmount


Time Account Overview

CONFIDENTIAL


• Date Options

1. Date Type = "Date Range (On Start Date)"; Date range = "Current Quarter"

2. Usage of Custom Columns: Start Date Column = bookingDate




that contain no data = "X"): "Balance"; Pivot Function: Sum

2. Columns: bookingUnit

3. Rows: Department (Label), Time Account Type (Qualifier for both rows: All descendants)

Design Details of Page 2 - "Time Account Overview (per Employee)"

The structure of page 2 of almost identical to the report component of page 1 (Report Schema and Date Options

are identical). Just the Pivot table uses additionally the name of the employee.



that contain no data = "X"): "Balance"; Pivot Function: Sum

2. Columns: bookingUnit

3. Rows: Department (Label), LastName, FirstName, Time Account Type (Qualifier for all rows: All

descendants)

Calculated Columns

Balance: Filled with TimeAccountDetail-bookingAmount. Only used to restrict the number of decimals of the

booking amount to 2.

Filters

Only open time accounts are reported (TimeAccount-accountClosed = false).

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Time Account Payout

60 Time Account Payout

Use

You can use the Time Account Payout report for further evaluations related to time payout. You can use it for

example to get an overview of the overall time account payouts of a certain organizational unit within a certain

time frame.

For certain time accounts it is possible to generate a payout. This includes paying out to an employee, who is

leaving the company. The payout details must be entered in the time account details of the relevant time account.

The time account must, in turn, be assigned to a Time Account Type where the Payment Eligibility field is set to

Eligible.



last-name


jobInfo Company

employee-status

manager-id

TimeAccountPayout customRate

PayoutScenario

postingDate

quantity

rateCategory

standardRate

totalAmount

unit

TimeAccountType externalName

currency code

payComponentNonRecurring pay-component-code


name




Time Account Payout

CONFIDENTIAL


TimeAccountDetail bookingType

Report Design

• Reportschema

• Date Option


2. “Use Customer Columns”: Start Date Column = postingDate


Calculated Columns


Filters

No filter defined for this report.

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Time Account Snapshot

61 Time Account Snapshot

Use

The Time Account Snapshot report provides an overview of the time accounts of employees for the selected

dates. Additionally, the report provides details of these bookings. For each time account of an employee, you can

see the time account type as well as the start and end date of the bookable period.


• Page 1: The Time Account Snapshot shows the totals of earned, planned, and taken time off of each employee

within the selected period.

• Page 2: The Time Account Snapshot Details outlines time off bookings in the specified period and time

accounts of each employee.



last-name

Middle-name


jobInfo company

costcenter

department

employee-status

employmentInfo isContentigentWorker

company country

TimeAccount bookingEndDate

bookingStartDate

accountClosed

TimeAccountDetail bookingDate

bookingType

bookingUnit

bookingAmount

TimeAccountType timeAccountType



CONFIDENTIAL



endDate

startDate

Design Details of Page 1 "Time Account Snapshot"

• Report Schema

• Date Options

1. Date Type = "Date Range (On Start Date)"; Date range = "Current Year"

2. Usage of Custom Columns: Start Date Column = bookingDate





o "Earned Hours"; Pivot Function: Sum

o "Earned Days"; Pivot Function: Sum

o "Taken Hours"; Pivot Function: Sum

o "Taken Days"; Pivot Function: Sum

o "Balance Hours"; Pivot Function: Sum

o "Balance Days"; Pivot Function: Sum

o "Planned Hours"; Pivot Function: Sum

o "Planned Days"; Pivot Function: Sum

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o "Available Balance Hours"; Pivot Function: Sum

o " Available Balance Days"; Pivot Function: Sum

2. Columns: empty

3. Rows: Department (Label), Last Name, First Name, Time Account Type, bookingStartDate,

bookingEndDate (Qualifier for all rows: All descendants)

Design Details of Page 2 "Time Account Snapshot Details"

Page 2 has only a list report component and shows the underlying details of the Pivot table on page 1. Therefore,

the structure of the query is identical, for example for the Report Schema and the Date Options, see page 1 of the

report.

Calculated Columns

• Booking Amount: This calculated column is just used to restrict the number of decimals of the

bookingAmount to 2

• Earned Hours: Filled with the bookingAmount when (1) bookingUnit = HOURS and (2) bookingType is not

equal EMPLOYEE_TIME

• Earned Days: Same as above, just for bookingUnit = DAYS

• Taken Hours: Filled with the bookingAmount multiplied with -1 when (1) bookingUnit = HOURS, (2)

bookingDate <= TODAY and (3) bookingType = EMPLOYEE_TIME

• Taken Days: Same as above, just for bookingUnit = DAYS

• Balance Hours: “Earned Hours” – “Taken Hours”

• Balance Days: “Earned Days” – “Taken Days”

• Planned Hours: Filled with the bookingAmount multiplied with -1 when (1) bookingUnit = HOURS, (2)

bookingDate > TODAY, (3) approvalStatus is APPROVED or PENDING and (4) bookingType =

EMPLOYEE_TIME

• Planned Days: Same as above, just for bookingUnit = DAYS

• Available Balance Hours: Filled with the bookingAmount when bookingUnit = HOURS

• Available Balance Days: Same as above, just for bookingUnit = DAYS

Filters

Only those records are reported where the Time Account is not closed (TimeAccount-accountClosed = false).


Time Collector Template

CONFIDENTIAL


62 Time Collector Template

Use

You can use the Time Collector Template report for further evaluations related to time collectors.

Time collectors are used to accumulate time data independently of time sheet periods. Time sheets are

independent of each other. However, there might be use cases to evaluate time data over a period of time, which

is longer than the period covered by a weekly time sheet. Typical use cases are for example to derive:

• The total number of hours worked within one week or month

• The number of overtime hours within one week or month (hours collected)

• The number of days within one month of overtime worked (events counted)



last-name


jobInfo Company

Location

employee-status

manager-id

TimeCollector bookingDate

changeValue

CollectorValue

endDate

startDate

timeCollectorType

TimeTypeGroup periodicity

timeCategory



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Time Collector Template

Report Design

The report has two components: The Pivot evaluation in the upper part of the screen uses the same underlying list

query that is shown in the lower part of the screen.

• Report Schema

• Date Option




• Pivot table uses

1. Measure: “Accumulated Minutes/Events” (Pivot Function: Sum)

2. Columns: “Category” (Qualifier: All descendants)

3. Rows:

o “Last Name” (Qualifier: All descendants)

o “First Name” (Qualifier: All descendants)

o “timeCollectorType” (Qualifier: All descendants)

o “startDate” (Qualifier: All descendants)

o “endDate” (Qualifier: All descendants)

Calculated Columns

Category: Filled with text “Time” when “TimeTpeGroup-timeCategory = CALCULATED_TIME”. Otherwise, filled

with text “Events”.

Filters

No filter defined for this report.


Time Pay Types Overview

CONFIDENTIAL


63 Time Pay Types Overview

Use

With the Time Pay Types Overview report, you can generate a list of time pay types calculated by the time

valuation engine.

According to the configuration of the time sheet, the time evaluation calculates time pay types based on both

times recorded by employees and times derived from a work schedule of an employee and holiday calendar. Time

pay types, for example regular time, regular overtime, overtime with premium, and business travel time, are the

basis for a payroll relevant time valuation result of an employee.



last-name

middle-name


jobInfo company

businessUnit

costcenter

Department

division

location

isContingentWorker

supervisor

EmployeeTimeSheet approvalStatus

EmployeeTimeValuationResult allowanceType

bookingDate

deviatingCostcenter

timePayType

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Time Pay Types Overview

Design Details

• Report Schema

• Date Options


2. Usage of Custom Columns: "Start Date Column" = "bookingDate"


Calculated Columns


• Hours: It simply uses the field amountValue from table EMPLOYEE_TIME_VALUATION_RESULT and restricts

the number of decimals to 2.

Filters

The report contains no filters.


Turnover Report

CONFIDENTIAL


64 Turnover Report

Use

The Turnover Report gives you an overview about the development of the headcount over the course of 12

months. It provides:

• The total number of employees (12 months back) of each company

• The number of employees which began to work in the respective company (hires and rehires as well as

employees which were transferred from another company within the last 12 months)

• The number of employees which did not continue to work in the respective company (terminations,

retirements, or transfers to other companies within the last 12 months)

• The number of employees at the current date.


• Page 1 - Turnover Report: Provides the calculated numbers (Total number of employees (12 months back) +

Number of hires/transfer in (within last 12 months) – Termination/transfer out (within last 12 months) = Total

number of total employees (current date).

• Page 2 - Turnover Report (Details): Shows the complete employment history of each employee together with

the relevance for the turnover report (for example, changes of legal entities already a few years back or

manager, job title or other changes which didn’t affect the overall number of employees in the legal entity)



last-name


jobInfo company

employee-status

effectiveStartDate

effectiveEndDate

effectiveLastChange


effectiveLastChange

eventReasonIcode

eventReason event

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Turnover Report

Design Details

The structure of both pages of the report is identical. Page 1 shows a Pivot evaluation of the details which are

shown on page 2. Therefore, Report Schema and Date Options are identical.

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Show All" (for table "Event Reason" the date option is "Current

Date")




o "Total headcount (12 months back)"; Pivot Function: Count

o " Hire/Transfer In "; Pivot Function: Count

o "Terminations/ Transfer Out"; Pivot Function: Count

o "Total headcount (As of Date)"; Pivot Function: Count

2. Columns: empty

3. Rows: Company (Label), (Qualifier: All descendants)

Calculated Columns







Number”


Turnover Report

CONFIDENTIAL









(3)”




• Total headcount (12 months back): The company name is provided under following condition that (1) the Job

Info-record was valid 365 days back and (2) the employee was active (i.e. Employee Status (external code)

not equal “T”/ ”R”)

• Total headcount (As of Date): The company name is provided under following condition that (1) the Job Info-

record is valid at the day for which the report is executed and (2) the employee was active (i.e. Employee

Status (external code) not equal “T”/ ”R”)

• ‘Hire/Transfer In’: The company name is provided. This label is used in the Pivot evaluation to count the

overall number of “Hires/Transfer In”. The company name is only provided under following conditions:

o ‘Company’ not equal to ‘Company (3)’ (this represents a transfer-in) OR event is either ‘Hire’ or ‘Rehire’

(Event (external code) = ‘H’ / ‘R’)

o Event was happening within the last 364 days

• ‘Terminations/ Transfer Out’: The company name is provided. This label is used in the Pivot evaluation to

count the overall number of “Terminations/ Transfer Out”. The company name is only provided under

following conditions:

o Event is ‘Termination’ (Event (external code) = ‘26’) AND Event was happening within the last 364 days

(Reporting Date - 364 <= ‘effective start date’ <= Reporting Date)

o ‘Company’ not equal to ‘Company (2)’ (this represents a transfer-out) AND Event was happening within

the last 365 days (exactly: Reporting Date - 365 <= ‘effective end date’ <= Reporting Date -1)

• ‘Show only details relevant for turnover balance’ (only relevant for page 2): ‘Show only relevant details’

(hidden): It’s filled with an indicator “X” when (1) either ‘Total headcount (12 months back)’ is filled OR (2)

‘Hire/Transfer In’ is filled OR (3) ‘Terminations/ Transfer Out’ is filled OR (4) Total headcount (As of Date) is

filled. This indicator is used as runtime filter to avoid that records are shown which might be interesting to

understand the complete employee’s job history; which, however, don’t influence the workforce totals (12

months back and as of date) as well as the movements within the last 12 months (hires, transfers,

terminations).

Filters

The report contains following filters (see screenshot above with the respective boxes in the different colours):



Note that both parts are connected with an “AND”.



198

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Turnover Report



o When there is no previous record (very first record which is typically the ‘hire’); 2nd yellow box






o When there is no subsequent record (very last record which is typically the ‘termination’); 3rd green

box

o Note, that each of the 6 (= 3x2) sub-parts has the condition ‘User Sys ID’ = ‘User Sys ID (2/3)’. This is



USA - Affirmative Action Plan (AAP)

CONFIDENTIAL


65 USA - Affirmative Action Plan (AAP)

Use

For federal contractors and subcontractors, affirmative action must be taken by covered employers to recruit and

advance qualified minorities, women, persons with disabilities, and covered veterans. Affirmative actions include

training programs, outreach efforts, and other positive steps. These procedures should be incorporated into the

written personnel policies of a company. Employers with written affirmative action programs must implement

them, keep them on file and update them on an annual basis. The Affirmative Action Plan (AAP) supports the

process to create a meaningful report output. For more information on AAP, see

https://www.dol.gov/ofccp/regs/compliance/ofcpcomp.htm.

Note: There is no fixed form template or file format for this report provided. (As it is for example known from other

US legal reports like the veteran report.

This report contains the following pages:

• Page 1 - Movement Analysis report: Displays a list of job events (event and even reason) that have taken place

over a specified period of time. The number of employees that has been affected by each event is broken

down by gender and ethnic origin. These job events are further broken down by the company.

• Page 2 - Turnover Analysis report: Provides a statistical evaluation of the workforce of each company

(including, the number of employees 12 months back, hires/rehires, terminations, retirements, transfers in,

transfers out and number of employees (as of date))

• Page 3 - Workforce Distribution report: Provides the number of employees according to a particular date. The

headcount is broken down by gender and ethnic origin (different columns), while each row corresponds to a

combination of company, pay group and job title.



last-name

gender


jobInfo company

businessUnit

division

costcenter

department

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CONFIDENTIAL




employee-status

location

isContingentWorker

effectiveStartDate

effectiveEndDate

effectiveLastChange


eventReasonIcode

globalInfo-USA ethnicGroup

eventReason event

employeeStatus

country code

twoCharCountryCode

jobClassification jobTitle (only req. on 3rd page)

compensationInformation payGroup (only req. on 3rd page)

Design Details - Page 1 - "Movement Analysis Report"

• Report Schema



CONFIDENTIAL


• Date Options

1. Date Type = "Date Range (On Start Date)"

2. Date Range: From "First Day of Current Month" To "Today"




that contain no data = "X"): "Person Id" (Original Name; Pivot Measure Name: HEADCOUNT); Pivot

Function: Count

2. Columns:

o Gender

o Ethnic Group (Label)

3. Rows: Company (Label), Event (Label), Event Reason Icode (Event Name) (Qualifier for all three

dimensions: All descendants)

Design Details - Page 2 - "Turnover Analysis Report"

Report page has 2 components with identical report schema, Pivot tables attributes and date options.

• Date Options


2. Related Table Option: Date Type = "Current Date" (Date Option = "Show All" for all 3 instances of "Global

Job Information)


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o "Total headcount (12 months back)"; Pivot Function: Count

o "Hire/Rehire"; Pivot Function: Count

o "Terminations"; Pivot Function: Count

o "Retirements"; Pivot Function: Count

o "Transfer In"; Pivot Function: Count

o "Transfer Out"; Pivot Function: Count

o "Total headcount (As of Date)"; Pivot Function: Count

2. Columns: empty

3. Rows: Company (Label) (Qualifier: All descendants)

Design Details - Page 3 - "Workforce Distribution Report"

• Date Options





that contain no data = "X"): "Person Id" (Original Name; Pivot Measure Name: HEADCOUNT); Pivot

Function: Count

2. Columns:

o Gender

o Ethnic Group (Label)

3. Rows: Company (Label), Pay Group (Label), Job Title (Label) (Qualifier for all 3 dimensions: All

descendants)



CONFIDENTIAL


Calculated Columns

There are no calculated columns used on the 1st and 3rd page of the report. Following calculated columns are only

referring to page 2.







Number”








(3)”




• ‘Hire/Rehire’: The company name is provided. This label is used in the Pivot evaluation to count the overall

number of ‘Hires/Rehires’. The company name is only provided under following conditions:

o Event is either ‘Hire’ or ‘Rehire’ (Event (external code) = ‘H’ / ‘R’)


• ‘Terminations’: The company name is provided. This label is used in the Pivot evaluation to count the overall

number of “Terminations”. The company name is only provided under following conditions:


o Employee Status <> “R” (this represents all terminations except retirements)


• ‘Transfer In’: The company name is provided under following conditions:

o ‘Company’ not equal to ‘Company (3)’ (this represents a transfer-in)


• ‘Transfer Out’: The company name is provided under following conditions:

o ‘Company’ not equal to ‘Company (2)’ (this represents a transfer-out)


• ‘Retirements’: The company name is provided under following conditions:


o Employee Status = “R” (this represents a retirement)


• Total headcount (12 Months back): The company name is provided under following condition that (1) the Job

Info-record was valid 365 days back and (2) the employee was active (i.e. Employee Status (external code)

not equal “T”/ ”R”)

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CONFIDENTIAL




• Total headcount (As of Date): The company name is provided under following condition that (1) the Job Info-

record is valid at the day for which the report is executed and (2) the employee was active (i.e. Employee

Status (external code) not equal “T”/ ”R”)

• ‘Show only relevant details’: Only employees, which belong to a legal entity assigned to country “USA”, are

reported.

Restriction

For the Global Information (GLOBAL) table a restriction was applied for territory: “Territory Id in 232”.

Purpose of this restriction is to display employees under various conditions:

• No country/region-specific personal information extension is maintained.

• Only US specific personal information extension is maintained.

• US specific personal information extension and other country/region-specific personal information

extensions are also maintained.

Filters

• Only employees, which belong to a legal entity assigned to country “USA” (twoCharCoutryCode=US), are

reported.





CONFIDENTIAL


The report contains following filters (see screenshot above with the respective boxes in the different colours):



Note that both parts are connected with an “AND”.





o When there is no previous record the very first record is taken (which is typically the ‘hire’); 2nd

yellow box






o When there is no subsequent record the very last record is taken (which is typically the ‘termination’);

3rd green box

o Note, that each of the 6 (=3x2) sub-parts has the condition ‘User Sys ID’ = ‘User Sys ID (2/3)’. This is


• Each of the 6 (=3x2) sub-parts has the condition ‘Show only relevant details’. This is filter is applied, so that

irrelevant records are not shown (see also comment above for the calculated column).

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USA - Equal Employment Opportunity Analysis (EEO)

66 USA - Equal Employment Opportunity Analysis (EEO)

Use

The Equal Employment Opportunity Analysis (EEO) report for the United States provides a breakdown of the

workforce for each EEO (equal employment opportunity) job category by gender, ethnic group, and by race. This

can be used to prepare the EEO-1 report that US companies are legally required to submit to the U.S. Equal

Employment Opportunity Commission.

Please refer to the U.S. Equal Employment Opportunity Commission Website for further details of the statutory

reporting requirements.



last-name

gender

nationality


jobInfo company

employee-status

location

regular-temp


globalInfo(USA) ethnicGroup

company country

locationGroup externalCode

JobInfo - USA EEO1jobCategory

NAReportingEntity naicsCode

eeoReportingUnit

duns

eeoCompanyId

eeoReportFiledLastYear



CONFIDENTIAL


externalCode

legalEntity

location

parentReportingEntity

headquarter

companyContact

employerId

CompanyContactDetails externalCode

phone

name

address

cityState

zipcode

Design Details of Page 1 - Individual Establishment

• Report Schema

• Date Options



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that contain no data = "X"): "Person Id" (Original Name; Pivot Measure Name: Total headcount); Pivot

Function: Count

2. Columns:

o Gender

o Ethnic Group

3. Rows: employerId, eeoCompanyId, EEO Reporting Unit, duns, NAICS code and EEO1 Job Category

(Qualifier for all 6 dimensions: All descendants)

Design Details of Page 2 - Consolidated Establishment

For the report schema and the date options, see the 1st page of the report.




Function: Count

2. Columns:

o Gender

o Ethnic Group

3. Rows: EEO1 Job Category (Qualifier: Selected element and all descendants)

Design Details of Page 3 - Data for Reporting Entities

For the date options, see page 1. The report schema is similar to the schema from page 1; however, page 3 of the

report has additionally fields from ‘CompanyContactDetails’ and from the ‘Parent Reporting Entity

NAReportingEntity’:

Calculated Columns

There are just calculated columns for the ‘NAICS code’ and the ‘EEO Reporting Unit’ which convert the

numberinto text. This is just technically required to use the text-fields in the Pivot-table.




Function: Count

2. Columns: empty

3. Rows: employerId, EEO Reporting Unit, Company (Label), Parent Company Name, City (Parent

Company), State (Parent Company), Name (Company Contact), Phone (Company Contact), email

(Company Contact), Location (Name), City (Location), State (Location), NAICS code, duns,

headquarter (Qualifier: All descendants)



CONFIDENTIAL


Filters

The report contains following filters:



• Only employees are shown where the EEO Category is maintained (employees without EEO Category are

ignored).

• Only employees are being reported where the country of the assigned legal entity is USA.

• The object “Reporting Entity for NA” is joined to the Legal Entity. However, it depends from both, legal entity

and location. Therefore, a filter it was required to apply a filter that the location from “Reporting Entity for NA”

must be equal to the location of the jobInfo- record.

• The “reportCode (External Code)” must be either “All” or “EEO”.

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USA - Veterans' Employment (VETS-100)

67 USA - Veterans' Employment (VETS-100)

Use

The Veterans' Employment (VETS-100) report gives a breakdown of the number of veterans currently employed

in a U.S. company including how many new hires are veterans. It can be used to prepare the VETS-100 form,

which U.S. companies are legally required to submit to the United States government. You should refer to the U.S.

Equal Employment Opportunity Commission Website for details of the statutory reporting requirements.



last-name


jobInfo company

employee-status

location


globalInfo (USA) genericNumber3 => Active Duty Wartime or

Campaign Badge Veterans (Label)

genericNumber5 => Recently Separated Veteran

(Label)

genericNumber6 => Special Disabled Veteran (Label)

genericNumber7 => Vietnam Era Veteran (Label)

company country


jobInfo (USA) eeo1-job-category


vetsCompanyId

duns

vetsCompanyOrganizationType

externalCode

legalEntity



CONFIDENTIAL


location


companyContact

employerId


phone

Name

CorporateAddress City

State

Design Details

The report schema, the Pivot table definitions and the date options of the 3 pages of VETS-100 are identical to the

first 3 pages of the report VETS-4212 (last page of VETS-4212 is not relevant for VETS-100):

1. Page "Veterans’ Employment Report (VETS-100) - Number of Employees and New Hires" => See 1st page of

VETS-4212

2. Page "Veterans’ Employment Report (VETS-100) - Data for Reporting Entities" => See 2nd page of VETS-4212

3. Page "Veterans’ Employment Report (VETS-100) - Hire/Terminations" => See 3rd page of VETS-4212

Calculated Columns

• ‘NAICS code’ and ‘VETS Reporting Unit’: Calculated columns to convert the numbers into text. This is just

technically required to use the text-fields in the Pivot-table.

• ‘New Hires’: An “X” is provided under following condition: ‘As of Date’ – ‘Hire Date’ <= 365 AND ‘As of Date’ –

‘Hire Date’ >= 0

• ‘Vietnam Era Veteran’: An “X” is provided when “Vietnam Era Veteran (Label)” = ‘Yes’. Otherwise, it is empty.

• ‘Vietnam Era Veteran New Hires’: An “X” is provided under following condition: ‘New Hires’ = ‘X’ AND

‘Vietnam Era Veteran’ = “X”. Otherwise, it is empty.

• ‚Recently Separated Veteran‘ / ‚Recently Separated Veteran New Hires‘: Same logic as for ‘Vietnam Era

Veteran’

• ‘Special Disabled Veteran’ / ‘Special Disabled Veteran New Hires’: Same logic as for ‘Vietnam Era Veteran’

• ‘Active Duty Wartime or Campaign Badge Veterans’ / ‘Active Duty Wartime or Campaign Badge Veterans

New Hires’: Same logic as for ‘Vietnam Era Veteran’

Filters


• Only employees are shown which are 'active', on a 'paid/unpaid leave' or which are 'suspended' (hard-coded

filters; "employee status (external code)" = "A", "P", "U", "S").

212

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ignored).





• The “reportCode (External Code)” must be either “All” or “VETS100”.


USA - Veterans Employment (Form VETS 4212)

CONFIDENTIAL


68 USA - Veterans Employment (Form VETS 4212)

Use

The U.S. Department of Labor Veterans' Employment and Training service (VETS) and Office of Federal

Contractor Compliance Programs (OFCCP) has supported affirmative actions to employ and advance in

employment, covered veterans since 2008. As legislatively mandated under 38 U.S. Code, Section 4212, codified

at 41 CFR Section 61-300, respectively, contractors and subcontractors who enter into, or modify a contract or

subcontract with the federal government, and whose contract meets the criteria set forth in the above

legislation/regulations, are required to report annually on their affirmative action efforts in employing veterans.

The Veterans Employment (Form VETS 4212) report has a legislative requirement to collect, and make available

to OFCCP, reported data contained on the VETS-4212 report for compliance enforcement. The 2016 filing season

for the VETS-4212 will start on August 1, 2016 and ends on September 30, 2016. For further details, see

https://www.dol.gov/vets/vets4212.htm. There you can find the blank VETS-4212 report form and also more

information on the VETS-4212 report.



last-name


jobInfo company

employee-status

location


globalInfo (USA) genericNumber3 => Active Duty Wartime or

Campaign Badge Veterans (Label)

genericNumber5 => Recently Separated Veteran

(Label)

genericNumber6 => Special Disabled Veteran (Label)

company country


jobInfo (USA) eeo1-job-category


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vetsCompanyId

duns

vetsCompanyOrganizationType

externalCode

legalEntity

location


companyContact

employerId


phone

Name

CorporateAddress City

State

Design Details of Page 1 - Veterans’ Employment Report (VETS-4212) - Number of Employees and New Hires

• Report Schema



CONFIDENTIAL


• Date Options






o "Protected Veteran"; Pivot Function: Count

o "Person Id" (Original Name; Pivot Measure Name: Total Employees); Pivot Function: Count

o "Protected Veteran New Hires"; Pivot Function: Count

o "Total New Hires"; Pivot Function: Count

2. Columns: empty

3. Rows: employerId, vetsCompanyId, VETS Reporting Unit, duns, NAICS code and EEO1 Job Category

(Qualifier for all 6 dimensions: All descendants)

Design Details of Page 2 - Veterans’ Employment Report (VETS-4212) - Data for Reporting Entities

For the date options, see the date options shown for page 1.

• Report Schema

The report schema is similar to the schema from page 1. However, in addition fields from

‘CompanyContactDetails’ and from the ‘Parent Reporting Entity NAReportingEntity’ are used:




o "Protected Veteran"; Pivot Function: Count

o "Person Id" (Original Name; Pivot Measure Name: Total Employees); Pivot Function: Count

o "Protected Veteran New Hires"; Pivot Function: Count

o "Total New Hires"; Pivot Function: Count

2. Columns: empty

3. Rows: employerId, vetsCompanyId, VETS Reporting Unit, Company (Label), Parent Company Name,

City (Parent Company), State (Parent Company), Name (Company Contact), Phone (Company

Contact), email (Company Contact), Location (Name), City (Location), State (Location), NAICS code,

duns, vetsReportingOrganizationType (External Code) and headquarter (Qualifier for all 17 dimensions:

All descendants)

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Design Details of Page 3 - Veterans’ Employment Report (VETS-4212) - Hire/Terminations

For the date options, see the date options shown for the 1st page.




o "Hire/Rehire"; Pivot Function: Count

o "Termination"; Pivot Function: Count

2. Columns: empty

3. Rows: employerId, vetsCompanyId, VETS Reporting Unit, duns, NAICS code and Event Date (Qualifier

for all 4 dimensions: All descendants)

Design Details of Page 4 - Veterans’ Employment Report (VETS-4212) - Employees without veteran category

This page just contains a list report component and no Pivot table. For the report schema and the date options,

see the schema and date options shown for page 1.

Calculated Columns

• ‘NAICS code’ and ‘VETS Reporting Unit’: Calculated columns to convert the numbers into text. This is just

technically required to use the text-fields in the Pivot-table.

• Protected Veteran: An “X” is provided under following conditions: (1) ‘Disclosed Veteran Category (External

Code)’ = 1; (2) ‘Active Duty Wartime or Campaign Badge Veterans (Label)’ = “Yes” AND ‘Disclosed Veteran

Category (External Code)’ is empty; (3) ‘Recently Separated Veteran (Label)’ = “Yes” AND ‘Disclosed Veteran

Category (External Code)’ is empty or (4) ‘Special Disabled Veteran (Label)’ = “Yes” AND ‘Disclosed Veteran

Category (External Code)’ is empty. Otherwise, it is empty.

• Total New Hires: An “X” is provided under following condition: ‘As of Date’ – ‘Hire Date’ <= 365 AND ‘As of

Date’ – ‘Hire Date’ >= 0

• Protected Veteran New Hires: An “X” is provided when ‘Protected Veteran’ = “X” AND ‘Total New Hires’ = “X”.

Otherwise, it is empty.

Filters


• Page 1, 2, and 4: Only employees are shown which are 'active', on a 'paid/unpaid leave' or which are

'suspended' (hard-coded filters; "employee status (external code)" = "A", "P", "U", "S").


ignored).



CONFIDENTIAL






• The “reportCode (External Code)” must be either “All” or “VETS4212”.

218

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Workflow Changes Activity Log

69 Workflow Changes Activity Log

Use

The Workflow Changes Activity Log report provides details of the Workflow Request history, which is displayed

on the activity log section from the Workflow UI. Following information is displayed: Who has initiated the

workflow, who has approved a workflow step, who has rejected or sent back the workflow step. Furthermore,

following details are displayed: If the workflow step was processed on behalf of somebody or the workflow step

was escalated from one employee to another.


WorkflowWfRequest createdDate

Step_Num

Total_Step_Num

Wf_Request_ID

Status

WorkflowEmpWfRequest Effective_Date

Request_Type

WorkflowWfRequestStep stepId

Created_Date

Last_Modified_Date

Owner_ID

Step_Num

status

WorkflowStepsWorkflowWfRequestComments ActionType

UserSysId

Comments

CreatedDate

LastModifiedDate

WorkflowWfRequestDelegate DelegateeId

DelegatorId

LastModifiedDate



CONFIDENTIAL


status



first-name


Design Details

• Report Schema

• Date Options


2. Usage of Custom Columns: Start Date Column = "Created Date"


220

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The date option of the report is “Date Range (On Start Date)” and the relevant date used for this date range

selection is the “Workflow Wf Request-Created Date”.

Calculated Columns

• The following two fields are just created as calculated columns to convert the dateTime-field into Data Type

“Text”. This is required to compare both fields in the calculated column “Show Results”.

o Created Date (hidden): Filled with “WorkflowStepsWorkflowWfRequestComments-CreatedDate”

o Delegate Date (hidden): Filled with “WorkflowStepsWorkflowWfRequestComments-DelegateDate”

• “Show Results” (hidden): The purpose of this calculated column is just to get rid of duplicates due to multiple

escalations. In such a case, there is still just a single workflow step record existing; however, the additional

escalation details are available in WorkflowStepsWorkflowWfRequestComments. Since the table “Workflow

Wf Request Delegate” has multiple records, you would receive duplicates. Therefore, it is required to refer the

original “owner” to the delegator of the 1st escalation step, the delegate of the 1st step to the delegator of the

2nd escalation step and so on. See the screenshot below for the logic. Note that the “Function” ‘Left’ with

amount of characters = 8 is applied to the “WorkflowSteps Action Type” and the “Function” ‘Left’ with

amount of characters = 10 is applied to the calculated columns “Created Date” and “Delegate Date”.

• “Activity Log”: See the screenshot below for the logic how the field is calculated.



CONFIDENTIAL


Filters

• "Workflow Steps Workflow Wf Request Comments"-"Workflow Steps Action Type" is not equal to "Null"”

• “Show Results” equals to "X". See the comments from above to the calculated column “Show Results”.

Restriction

Restriction on "Activity Type = COMMENT" for table WorkflowStepsWorkflowWfRequestComments

222

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Work Eligibility

70 Work Eligibility

Use

The Work Eligibility report provides an overview of all employees belonging to a specific company with details of

any relevant official documents. For example, work permits, residence permits, visas, or driving licenses. You can

also see the expiration date of the document, the issuing authority, and so on.


runtime.



last-name

middle-name


jobInfo company

business-unit

division

department

cost-center

employee-status

location

manager-id



workPermitInfo country

document-number

document-title

document-type

expiration-date

issue-date

issue-place













Work Eligibility

CONFIDENTIAL


issuing-authority

Design Details

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Driving Table Start Date" (Personal Information: Date Type =

"Current Date")

Calculated Columns


Filters



224

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Worker Competency Assessment

71 Worker Competency Assessment

Use

The Worker Competency Assessment report provides a list of employees with their assigned competencies

together with the competency type and the assessment information of the employee’s competencies.


CompetencyEntity category

description

libName

name

CompetencyType name

WorkerCompetency workerId

WorkerCompetencyAssessment assessedRating

assessmentMethod

assessmentSource

assessmentType

name

startDate

endDate

ratingScale

workerCompetency


first-name

middle-name


jobInfo company

business-unit

division

department


Worker Competency Assessment

CONFIDENTIAL


cost-center

employee-status

location

Design Details

• Report Schema

• Date Options


2. Related Table Option: Date Type = "Current Date")

Calculated Columns

No calculated column is defined.

Filters


226

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Workflow Processing Statistics

72 Workflow Processing Statistics

Use

The Workflow Processing Statistics reports lists the total number of workflow requests per workflow status

according to the request types and the event reasons.


WorkflowWfRequest Step_Num

Created_Date

Wf_Request_ID

Status


Event_Reason_Icode

Request_Type

WorkflowWfRequestStep Created_Date

Last_Modified_Date



First-name

jobInfo company

business-unit

costCenter

department

division

location

employee-status



Workflow Processing Statistics

CONFIDENTIAL


Design Details

• Report Schema



that contain no data = "X"): "Wf Request Id" with label "Number of Requests"; Pivot Function: Count

2. Columns: Status

3. Rows: "Request Type", "Object Type" and "Event Reason Icode (Event Name)" (Qualifier for all 3 Rows:

All descendants)

• Date Options



Calculated Columns

No usage of any calculated column.

Filters

No usage of any filter.

228

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Workflow Processing Time Statistics

73 Workflow Processing Time Statistics

Use

The Workflow Processing Time Statistics report provides the processing times for the different workflow

requests steps.

• The first page of the report provides a statistical evaluation of (1) the number of workflow requests and (2) the

average processing times separated by request type and approver.

• A second page provides the detailed information of each workflow request step, like Workflow Step

Processing Date, Previous Processing Date and the Respective Approver.

For example, a three-step approval process where all steps are completed by a different processor within two

days, would be reported containing three records with two days each. It is possible to apply a number of different

filters to the report, so you can filter for specific approvers, request types, and workflow status (both, overall

workflow status and workflow step status).


WorkflowWfRequest createdDate

Step_Num

Total_Step_Num

Wf_Request_ID

Status


Request_Type


Last_Modified_Date

Approver_Type

Owner_ID

Step_Num

status


dynamicGroup Group_ID

Group_Name




CONFIDENTIAL


first-name

Position code

positionTitle

Design Details

Report has two pages, "Workflow Processing Time Statistics" and "Workflow Processing Time Statistics - Details".

While page 1 shows a Pivot evaluation, the 2nd page shows the underlying details in a list report. Report schema

and Date Options of both pages are identical.

• Report Schema

• Date Options


2. Usage of Custom Columns: Start Date Column ="Created Date"

3. Related Table Option: Date Type = "Driving Table Start Date" (Personal Information: Date Type =

"Current Date")


1. Measure (Show Measure on "Columns"; Show Measures As "Minor Grouping"; Exclude Rows or columns


o "Wf Request Id"; Pivot Function: Count

o "Time with processor" (Original Name; Pivot Measure Name = " Average Time with

owner/processor"); Pivot Function: Average

2. Columns: Request Type

3. Rows: Wf Steps Processor/Owner (Qualifier: All descendants)

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Calculated Columns

• Created for Name: Concatenation of Last Name and First Name of ‘Created for Global Job Information’

• Step Comparison (hidden): Filled with {“Workflow Steps Step Num”-1} when the “Workflow Steps Step Num”

is larger than “1”. Otherwise, it is filled with “1”.

• Date Comparison (hidden): Filled with the ‘created date’ of the previous workflow request step (“Workflow

Steps Created Date (2)”) in case the “Workflow Steps Step Num” is “1”. Otherwise, it is filled with the

(“Workflow Steps Last Modified Date (2)”)

• Time with processor: {Workflow Steps Last Modified Date – Date Comparison} when the “Workflow Step

Status” is not equal to PENDING. Otherwise, {<Report Date> - Date Comparison}

• Wf Step Processor/Owner: Filled with…

• “Workflow Steps Processed By” (Last Name and First Name) from table “Workflow Steps Processed by

Global Job Information”, when it is filled

• “Workflow Steps Owner” from table “Workflow Steps Owner Global Job Information”, when it is filled

• … “Workflow Steps Users Group Name” from table “Workflow Steps User Users Group” when “Workflow

Steps Approver Type = Dynamic Group”

• … “Workflow Steps Position Title” from table “Workflow Steps Position” when “Workflow Steps Approver

Type = Position”

• Wf Previous Step Processed Date/Creation Date (only relevant for page 2): Filled with the ‘last modified date’

of the previous workflow request step (“Workflow Steps Last Modified Date (2)”) in case the workflow step is

not the very first step (“Workflow Steps Step Num <> 1”). In case it is the very first step, it is filled with the

creation date of the step (“Workflow Steps Created Date”)

Filters

• “Step Comparison” (calculated column) = “Workflow Steps Workflow Wf Request Step (2)-Workflow Steps

Step Num (2)”

Remark: Duplicated join of “Workflow Steps Workflow Wf Request Step” caused duplicate record. E.g. think

about a three-step approval process, where the first 2 steps are already COMPLETED; However, 3rd step

(current step num = 3) is still PENDING. The filter takes care that the 2nd step as “last step approved” is

reported together with the pending step (3rd step)

• “Workflow Wf Request-Current Step Num” >= “Workflow Steps Workflow Wf Request Step-Workflow Steps

Step Num”


Workflow Request Analysis

CONFIDENTIAL


74 Workflow Request Analysis

Use

The Workflow Request Analysis report lists all processed workflow requests in a certain time range. You can also

view the reason of the request and the workflow duration (start and end date). You can also see who were the last

people involved (last modified by and last processed by). You can specify the date range and other filters such as

event reason, requested for and requested by, and organizational data.


WorkflowWfRequest Created_Date

Wf_Request_ID

Status


Event_Reason_Icode

Request_Type


Last_Modified_Date

Status

StepNum

WorkflowWfRequestComments activityType

comments



First-name



232

CONFIDENTIAL



Workflow Request Analysis

Design Details

• Report Schema

• Date Options


2. Usage of Custom Columns: Start Date Column ="Created Date"


Calculated Columns

Duration (Days): Difference between the two date fields ‘Last Modified Date’ and ‘Created Date’; both from table

“Workflow Step Workflow Wf Request Step”

Filters

Following filter conditions must both be fulfilled:

• ‘Wf Step Status’ (from table “Workflow Step Workflow Wf Request Step”) is not equal to "PENDING"

• ‘Wf Request Status’ (from table “Workflow Wf Request”) is not equal to "PENDING"

Restriction

Restriction on "Activity Type = COMMENT" for table WorkflowStepsWorkflowWfRequestComments


ZAF - Employment Equity Workforce Analysis (EEA2)

CONFIDENTIAL


75 ZAF - Employment Equity Workforce Analysis (EEA2)

Use

The Employment Equity Workforce Analysis (EEA2) report provides information that is required for the

“Employment Equity Report (EEA2)”. This report is legally requested from employers by the South African

department of labor.

The main part of EEA2 consists of several statistical evaluations of the existing workforce as well as new hires and

terminations according criteria like ethnic group, gender and job categories. The statistical evaluations follow a

similar manner. However, they must be separately created for example for the total workforce, disabled

employees, employees working in core operation functions and support functions, new hires, terminations and

promotions. There are parts of the legally requested EEA2 which are not part of Employee Central, as for example

information about skills development, numerical goals, numerical targets and disciplinary actions.

The Employment Equity Workforce Analysis (EEA2) report consists of these two pages:

• Employment Equity Workforce Analysis – Total Workforce, which gives a breakdown for each organization by

gender and ethnic groups.

• Employment Equity Workforce Analysis – Events, which gives a breakdown of job events for each

organization by gender and ethnicity.


Page 1 - Total Workforce



last-name

middle-name

gender

nationality

challenge-status

globalInfo-ZAF ethnicity


company

department

division

location

234

CONFIDENTIAL




cost-center

regular-temp


legalEntity Country

country twoCharCountCode

jobInfo - ZAF occupationalLevel

Page 2 - Recruitment, Promotion and Termination



last-name

middle-name

gender

nationality

challenge-status

globalInfo-ZAF ethnicity


company

department

division

location

cost-center

regular-temp

effectiveStartDate


legalEntity Country

event event

eventReason

country twoCharCountCode

jobInfo - ZAF occupationalLevel



CONFIDENTIAL


Design Details of Page 1 - " Employment Equity Workforce Analysis - Total Workforce"

All three pages have 2 components, one Pivot table and a list report component below to show the details

(identical report schema and date options).

• Report Schema

• Date Options





that contain no data = "X"): Person Id" (Original Name; Pivot Measure Name = "Headcount"); Pivot

Function: Distinct Count

2. Columns: Ethnic/Foreigner

3. Rows: Occupational Level/Temporary (Qualifier: Selected element and all descendants)

Design Details of Page 2 - "Employment Equity Workforce Analysis - Events"

For the Pivot table details and the Date Options, see page 1.

• Report Schema

236

CONFIDENTIAL




Simplified way to derive 'Occupational Level'

Instead of maintaining the 'Occupational Level' for each employee separately, it could be easier to derive the

'Occupational Level' from other entities (see the section "Simplified way to derive 'Occupational Level'" in the

How-To-Report Guide for further details):

1. Deriving 'Occupational Level' from "Job Classification"

o Creation of MDF picklist „Occupational Level South Africa“ with 6 external codes (1. Top Management, 2.

Senior Management, 3. Professionally qualified, experienced specialists and mid-management, 4. Skilled

technical and academically qualified workers, junior management, supervisors, foremen,

superintendents, 5. Semi-Skilled and discretionary decision making, 6. Unskilled and defined decision

making)

o Creation of MDF object “JobClassificationZAF”:

o Effective Dating: From Parent

o Label: Job Classification South Africa

o API Sub Version: V1.1

o ToDo Category: Generic Object Change Request

o Existing field “externalCode”: Switch of Visibility to “Not Visible”; Leave “Required = Yes”; Enter

“Default Value = 1”

o Existing field “externalName: Switch of Visibility to “Not Visible”

o New field “parent”: Leave data type = string; label = parent; Maximum length = 255; Visibility = Not

Visible

o New field “parent”: Data Type = Generic Object; Valid Values Source = JobClassificationCountry;

label = parent; Maximum length = 255; Visibility = Not Visible

o Edit MDF object “Job Classification Country”: Add Association “toJobClassificationZAF”; Multiplicity =

One To One; Destination Object = Job Classification South Africa; Type = Composite => Click at details:

Condition: Field Id = country.code; Condition Values: value = ZAF

o Adjust the report schema as indicated below:

o Adjust the calculated column " Occupational Level/Temporary"



CONFIDENTIAL


2. Deriving 'Occupational Level' from "Pay Grade"

o Enhance the foundation object "Pay Grade" with custom-string in the success data model. Use the

existing <picklist id="occupationalLevels"/> for this custom-string.

o Adjust the report schema by adding the foundation object "Pay Grade"

o Adjust the calculated column " Occupational Level/Temporary" in a similar way as indicated above.

3. Deriving 'Occupational Level' from "Pay Scale Group" or "Pay Scale Level"

o Enhance the MDF object "Pay Scale Group" or "Pay Scale Level" with a custom-string. Use the existing

<picklist id="occupationalLevels"/> for this custom-field.

o Adjust the report schema by adding the MDF object "Pay Scale Group" or "Pay Scale Level"

o Adjust the calculated column " Occupational Level/Temporary" in a similar way as indicated above

Calculated Columns

• Occupational Level/Temporary → Filled with “Temporary” if it’s a ‘temporary’ employee

(“Regular/Temporary (External Code) = T”). Otherwise, filled with the occupational level of the employee (e.g.

“Unskilled and defined decision making” or “Semi-skilled and discretionary decision making”.

• Ethnic/Foreigner → If the Employee’s Nationality is South African, then the column shows you the Ethnicity of

the employee (e.g. white, colored) otherwise the column shows the employee simply as “Foreigner”

• Challenge Status → Filled with “X” when employee is disabled, i.e. field ‘challenge status’ from ‘Personal

Information’ is filled with “1”.

Filters

Valid for both pages: Only Employees which are assigned to an legal entity located in South Africa

(twoCharCountryCode = “ZA”) are reported

• Additional filter on page 1 - Total Workforce - Only employees are shown which are 'active', on a 'paid/unpaid

leave' or which are 'suspended' (hard-coded filters; "employee status (external code)" = "A", "P", "U", "S").

238

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• Additional filter on page 2 – Events - Following events are reported: Hires, Rehires, Terminations,

Suspensions and Promotions (external code of events “H” (Hire) or “R” (Rehire) or “7” (Suspension) or

“26” (Termination) or “8” (Promotion))

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Documents

Employee Central Advanced Reporting