To view Employee List, follow the steps below:

    1. After logging in to the Company Main menu, go to Reports  > Employee List
    2. The Report Criteria form will open. Use the two available tabs to filter and customize your report output.
    3. Tab 1: Option
    4. Filter Criteria
      • Department – Select specific department to filter employees. Use All to include all departments.
      • Designation – Filter list by designation. Choose All to include all designations.
      • Employee – Filter for a specific employee or select All for all.
      • Category – Choose employee category (e.g., Office, Contract). Use (All) to include every type.
      • Same Page? – Tick here to display all employee details on the same page (ideal for printing summaries).
    1. Tab 2: Option (Sorting Preferences)
    2. Customize the order in which the employee list will be printed or displayed:
      • Order By 1 – Select the primary field for sorting (e.g., Employee Name, Department, Designation).
      • Order By 2 – Choose the secondary sorting level.
      • Order By 3 – Set the third level of sorting (optional).
    1. This allows for multi-level grouping (e.g., Department > Designation > Name) for better report organization.
    2. Action Buttons
      • Save Criteria – Tick to save your current filter and sort preferences for future use.
      • Reset Criteria – Clears all selections and resets to default (All/None).
      • Back / Next – Navigate between tabs.
      • Print – Generates a print preview of the employee list report.
      • Show – Displays the report with applied filters and order settings.
      • Close – Closes the report criteria window.
    1. Steps to Generate Employee List:
      • Select the required Department, Designation, and Category.
      • Choose a specific Employee if needed, or keep All to include everyone.
      • Tick or untick the Same Page option as per reporting preference.
      • Click Show to preview the report or Print to take a hard copy.

Notes:

Use Save Criteria to store commonly used filters for repeated use.

The Same Page option is particularly useful for compact reports that summarize multiple employees together.

Once the report is generated, it can be printed or exported for HR and payroll purposes.



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