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Print Planning Report

 

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

The following instructions present a case 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, the person responsible print planning reports. ​This is done as follows:

  1. Selecting the Report
  2. Defining Criteria
  3. Printing the Report

1. Selecting the Report

The person responsible accesses reports for planned working hours by selecting Personnel I Calendars I Working Hours Planning and clicking the Reports button.

The Employee Working Hours Plan Reports window appears on the screen.

The person responsible selects one of the defined reports at the top of the form:

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

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

2. Defining Criteria

The person responsible continues by entering the report criteria:

  • Employee: from the drop-down list, the person responsible selects an employee or multiple employess, for whom a report is needed.

In this case, one employee, Mary Marketing, has been selected. The person responsible also:

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

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

 

Date From: selects the start date for filtering.

In this case, the start date is 01.11.2023.

  • Date To: selects the end date for filtering.

In this case, the end date is 30.11.2023.

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

3. Printing the Report

After the correct filters are defined, the person responsible prints 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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