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Print report of planning

 

Reports of planning working hours allow to review recorded items of planned working hours within PANTHEON.

In the following instructions, we present an example of creating a report for workforce planning.

Case summary

The person responsible has created a plan for employees. After creating the plan, for reporting purposes, they initiate planning reports. ​Printing planning reports is done by following these:

  1. Selecting the report
  2. Defining criteria
  3. Running the report

1. Selecting the report

Accessing reports for planned working hours is done by selecting the options Personnel I Calendars I Working Hours Planning by clicking Reports button.

Employee Working Hours Plan Reports appears on the screen.

They choose one of the defined reports on top of Form:

  • 4Z0 – Weekly Plan
  • 4Z1 – Work Plan – By Employee

In our case, the person responsible selects the report 4Z1 – Weekly Plan – By Employee.

2. Defining criteria

They continue with entering criteria for reporting:

  • Employee: from the drop-down list they select an employee or multiple employess, for whom the report is needed.

In our case, one employee, Mary Marketing, has been selected.

  • Superior: they select a superior from the drop-down list.
  • Job: they select a job from the drop-down list.
  • Department: they select a department from the drop-down list.
  • Cost Center: they select a cost center from the list.
WARNING

If no Employee, Superior, Job, Department and/or Job are selected, the report will display information for all employees.

 

Date From: they select the start date for filtering.

In our case, the start date is entered as 01.11.2023.

  • Date To: they select the end date for filtering.

In our case, the end date is entered as 30.11.2023.

Show only active employees - If enabled, the search results will show planned working hours only for active employees.

3. Running the report

After the appropriate filters are defined, the person responsible runs the report by clicking the Print button.

The person responsible selects the report 4Z1 – Weekly Plan – By Employee.

The selected report is presented in the image below.

 

Hint

For more information, please refer to the technical instructions page, Send Report by E-mail.

 

 

 

 

  

     


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