Using Reports > Custom Reports > Custom HR Reports

Custom HR Reports

Sage HRMS provides the following custom HR reports using SAP Crystal Reports:

Name	Description
Age Listing	This reports enables you to view a list of employees sorted by age. The default fields include employee age and birth date, employee name, job title, and organization levels
Benefit Letter	This report shows an employee's annual costs and contributions for both savings and insurance benefits. The report, in letter format, is designed to be printed on company letterhead and given to the employee.
Benefits Enrollment	This report totals insurance benefits by employee. The report lists the employee monthly premium, employee monthly contribution, and the dependent monthly premium along with the effective date of the plan.
Birthday List	This report show a list of birthdays by birth month. It lists the employee birth date, employee name, and employee address.
Blank HR	This report is designed to be used as a template for creating HR reports. It is linked to the employee master file and has the proper headers and footers already created.
Blood Donor List	This report lists each employee's department and division, blood type, RH factor, and last donation date. It also provides the employee’s telephone extension.
Census Report	This report provides information your insurance company may require when calculating the cost of providing insurance. It provides detailed information for each employee including birth date, social security number, gender, employee type, occupation, annual salary, date of hire, marital status, and number of insured dependents.
Certificate of Coverage	The Certificate of Coverage provides proof of previous health insurance coverage for the employee. It includes the date the coverage began and ended as well as any covered dependents. This report includes parameters for the Date of Certificate, Group Health Plan, and Administrator Name. Before running the Certificate of Coverage report, you must specify the default plans to appear in the Group Health Plan parameter field. Steps to Specify Default Plans to Appear in the Group Health Plan Parameter Field From the SAP Crystal Reports main menu, select Insert > Field Object. The Field Explorer dialog box opens. Click the plus sign to expand Parameter Fields. Click once to highlight Group_Health_Plan. From the Field Explorer dialog box toolbar, click the button. The Edit Parameter Field dialog box opens. Click the Set default values button. The Set Default Values dialog box opens. Select hbeplan from the Browse table drop-down list. Select code from the Browse field drop-down list. Click Select or enter value to add list shows all the available group health plans. The Default Values list shows those plans you select. From the Select or enter value to add list box, click once to highlight the plan you want to appear in the Group Health Plan parameter field. Click the > button to add the selected plan to the Default Values list box. If you want to remove a plan from the Default Values list, highlight it and click the < button. Use the Order arrow buttons to move a value up or down in the Default Values list. When you finish, click OK. The Edit Parameter Field dialog box opens. Click OK. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
Code Table Reports	Use this report to view a list of the defined codes in your code tables, for example, job codes, event codes, reason codes.
Dependent List	This report lists all employees and their dependents. It includes the dependent relationship, birth date, and social security number.
Dependent Update List	This report lists all employees and their dependents including the dependent relationship, birth date, and social security number. Use the update information section to document changes to dependent information
Drug Screen Listing	The information on this report includes the employee's name, date of the most recent drug test, its result, the number of years since the last test, and the date of the next test.
Emergency List	This report provides a list of employees and their emergency contacts.
Employee Address List	Select this report to view employee demographic information such as employee addresses and phone numbers.
Employee Benefits Summary	This summary lists employee insurance and savings benefits including the associated costs. The report displays all plans which do not have an expiration date or for which the expiration date is greater than the system date (not expired).
Employee Benefits With Dependents	This summary lists employee insurance and savings benefits including dependent benefit information. The report displays all plans which do not have an expiration date or for which the expiration date is greater than the system date (not expired).
Employee Count	This report is a count of all active and terminated employees.
Employee ID List	This report displays employee name and ID, job title, division, and department for each active employee.
Employee List	Select this report to view all active employees sorted in ascending order by employee number. The default fields include employee name and ID, job title, original hire date, and annual salary.
Employee List by Name	This report is an employee list sorted by employee name. It lists the employee name, employee number, job title, division, and department for each active employee.
Employee Monthly New Hire List	This report is a list employees grouped by division and department. The default fields include employee status, original hire date, and termination date. This report includes a parameter for the Start Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the value to use when running your report.
Employee Phone List	This report provides a telephone directory for your employees. The default fields include employee name and ID, work telephone number, extension number, and organization levels.
Employee Profile	This report shows detailed information for each employee. It provides demographic, dependent, HR, and current job data.
Employees With No Benefits	Use this report to view a list of employees who do not have any insurance benefits.
Event Report	Select this report to view a list of employee events. Events are training, licenses, bonuses, professional memberships, company cars, or anything defined in the Events code table. It lists employee name, title, organization levels, event code, effective date, event description, next due date, and comments associated with each events.
Head Count By Division	Use this report to view all employees by division in a graphical layout.
Insurance Benefit Premium Summary	This summary lists employee insurance benefits including the associated costs. The report displays all insurance plans which do not have an expiration date or for which the expiration date is greater than the system date (not expired).
Insurance Benefit Premium Totals by Plan	This report displays the total premium for each plan including the number of employees enrolled in the plan. The report displays all insurance plans which do not have an expiration date or for which the expiration date is greater than the system date (not expired).
Job Code Table With Salary Grades	Use this report to view a list of the defined job codes including the associated salary grades.
Mail Labels	This report provides employees' names and addresses printed in a two-column label format. You can adjust the information to print on the desired label stock.
Merit As Of	This report shows employees' merits received as of a certain date. It lists the employee name, effective date, reason for the merit, and salary. This report includes parameters for merit As Of Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the value to use when running your report.
New Hire Log	This report shows new hires for the date range entered. It shows the employee's effective date, employee name, title, employee status, pay rate, hours normally worked per pay period, and annual salary. The report provides totals for new hire salaries and an average of the salaries including a new hire count. This report includes parameters for the Beginning Hire Date, and Ending Hire Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
New Hire Reporting Form	The New Hire Reporting Form contains the standard information most states require for new hire reporting. You can modify this report to comply with your individual state’s requirements. Contact your state for specific details on submitting the New Hire Reporting Form. The default fields include Employer FEIN Employer Name Employer Address Employer Contact Employer Contact Phone Employee Name Employee Address Employee SSN Employee DOB Employee Hire Date New Hire Date Range This report includes parameters for the Beginning Hire Date and Ending Hire Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
OSHA 300 Illness Detail	This detail report shows employee illness cases as required by OSHA 300 report standards including the case number, date, and employee ID. It classifies totals by OSHA categories for Illness Types, Severity, and Number of Days. This report includes parameters for Start Date, End Date, and Case Types including Recordable, Nonrecordable, or All Cases. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report
OSHA 300 Illness Summary	This summary shows a count of employee illness cases as required by OSHA 300 report standards. It classifies totals by OSHA categories for Illness Types, Severity, and Number of Days. This report includes parameters for Start Date, End Date, and Case Types including Recordable, Nonrecordable, or All Cases. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values you want to use when running your report.
OSHA 300 Injury Detail	This detail report shows employee injury cases as required by OSHA 300 report standards. It classifies totals by OSHA categories for Severity and Number of Days. This report includes parameters for Start Date, End Date, and Case Types including Recordable, Nonrecordable, or All Cases. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report
OSHA 300 Injury Summary	This summary shows a count of employee injury cases as required by OSHA 300 report standards. It classifies totals by OSHA categories for Severity and Number of Days. This report includes parameters for Start Date, End Date, and Case Types including Recordable, Nonrecordable, or All Cases. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report
OSHA 300 Log Detail	This report shows the number or work-related illnesses and injuries sustained by employees within a given time period. This report includes parameters for Start Date, End Date, and Case Types including Recordable, Nonrecordable, or All Cases. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
Physical Exams Due	This report provides the date of the employee's last physical exam, the result of the exam, the date of the next physical, the number of years since the last physical, and the telephone extension.
Promotion List	Use this report to view an employee's old job title, new job title, and the effective date of the new job. This report includes parameters for the Start Date and End Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
Salary Analysis by Division, Department and Location	This report lists employees' salaries by Division, Department, and Location. The report includes years of service, performance rating, and comparatio.
Salary Analysis by Job Code	This report lists employees' salaries by Job Code. The report includes years of service, performance rating, and comparatio.
Salary Analysis by Name	This report lists employees' salaries by employee name. The report includes years of service, performance rating, and comparatio.
Salary Grade	This report shows each employee’s salary and pay grade including the minimum, maximum and mid point of the salary grade.
Salary History	Use this report to produce an employee salary history. It lists pay rates, increase amounts, and percentages.
Salary Review Form	This detail report shows salary information including salary history and percent of increase. The report provides a form to submit job/salary changes.
Savings Benefit Coverage By Employee	This summary lists employee savings benefits including the associated contribution amounts. The report displays all savings plans which do not have an expiration date or for which the expiration date is greater than the system date (not expired).
Scheduler	This report shows scheduled tasks including the completion date and the person who scheduled the task.
Skills Listing	This report lists each employee's skills including years of experience in each skill and a comment area that provides short details about each skill.
Spouse List	Use this report to view a list of employees and their spouses.
Terminated Employee Name List	This report lists terminated employees including employee name and ID, termination date, and termination reason.
Transfer Log	This report lists employees who have transferred within a specified date range. This report includes parameters for the Start Date and End Date. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
Turnover Statistics	This report shows turnover statistics within a specified date range and calculates these statistics based on the Service Length selection. For each terminated employee, this report includes termination type, date, employee name and title, and service length. It also shows the turnover rate and summary statistics for the different termination types. This report includes parameters for Start Date, End Date and Service Length including Adjusted Seniority, Original Hire, or Last Hire. From the menu, select File > Print Preview. When the Enter Parameters Values dialog box opens, enter the values to use when running your report.
Vets 100 Summary List	This report shows the number employees by job category for each Vets 100 category. The report includes newly hired veterans by category and total new hires for the 12 month period specified.
Vets 100 Detail List	This report shows employee names and IDs by job category for each Vets 100 category. The report includes newly hired veterans by category and total new hires for the 12 month period specified.
Vets 100A Summary List	This report shows the number employees by job category for each Vets 100A category. The report includes newly hired veterans by category and total new hires for the 12 month period specified. It displays a summarized list of the required report data in the Information on Employees section of the VETS-100A form.
Vets 100A Detail List	This report shows employee names and IDs by job category for each Vets 100A category. The report includes newly hired veterans by category and total new hires for the 12 month period specified. It displays a detailed list of the required report data in the Information on Employees section of the VETS-100A form.