Sample Standard Report Instructions
The following is an example of how to run through a Standard Report, and may be applicable to many of the standard reports found in the Beacon HR system. Each report can be tailored using criteria filters.
- To run an Accessions or Departures report, click on the “Reports” tab, located in the upper right corner of the browser
- In this example, we will click the “Accessions and Departures” report link. There are several standard reports from which users can select.
You will now see the “Reports: Accessions and Departures Report” Screen. There are multiple criteria that you must select from drop-down lists before running this report:
- First select the type of report you would like to run from the Report Type drop-down menu. Select “Accessions” If you would like to view a listing of positions added to the workforce. Choose “Departures” if you would like to view a report of employees that have departed the workforce.
- Choose the “Pay Period” and “FY” during which the accessions or departures occurred. Note: If the FY and Pay Period are not matched correctly, you will run an error in your report.
- Specify if you would like to view FTE and Non-FTE Employees, or Only FTE Employees, or Only Non-FTE Employees from the Employee Type Drop-Down.
- Determine what type of employee grade level filter you would like to apply to the report. A filter means the Report will only list the employees that meet the criteria you specify.
- Choose what program type you would like Beacon HR to search the accessions or departures from.
- The “Group By” and “Sort By” filters determine the formatting of the actual report. You can choose to group the employees on the list by program, division, branch, section, or CAN. You can sort the employees by Name or Pay plan.
- Once you have tailored the drop-down menus as necessary, click Apply to run the report.