Menu Path: Setup > Common Setup > Access Control and Report Visibility > Report Access tab
Accessible to: Application Administrator
From this tab you can
1. manage the display of time format fields
2. enable or disable the visibility of a reports / report group and for
report select the roles which can see that report
1. Display of time format
Through this parameter you can manage the format of the data of the fields which
are showing time duration data for example in Timesheet module where total hours
booked in week in time format fields. Suppose total hours worked in week are
15 hours and 20 minutes, if you choose HH:MM format the time will be displayed
as 15:20, if you choose Decimal format then time will be displayed as 15.33.
2. Managing report visibility
Reports
are divided in sections which are directly mapped to the modules of EazeWork HRMS. You
can configure reports for any section as shown below.
Note -
1. Roles which are visible on this page are based on the modules / features which
have been activated, some roles might not be visible if they are not activated
2. There are some reports which do not filter data by role or any other parameter
and the complete data set is visible to anyone who has access to these reports. These reports are highlighted in yellow color on this page. Be very careful when
enabling visibility for these reports.
Menu Path: Setup > Common Setup > Access Control and Report Visibility > Report Customization tab
Accessible to: Application Administrator
From this tab you can customize some reports.
Select the report and click on "Customize".
In the popup which opens you can
- Add new columns - select the group and then use the "+" button to add the column
- Change the order of custom columns - use the drag control to move the columns around
- Remove a column - click on the X button
Important points -
1. Visibility of a report to an employee is always based on the role / roles
which have been assigned to the him. If he has been assigned multiple roles then
the data which is visible is a super set of data which is visible due to each
role. For example, if an employee has both Manager and Department Head roles
then the data he will see in a report will be of all the employees who are in
his reporting chain and who are in his department.
2. Some reports are grouped together, for example in Payroll the Salary reports
group has around 12 reports and visibility is maintained at the group level.
So if you give access of Salary reports to a Department Head role then he would
be able to see data which is pertaining to his department.
3. Most of the reports are directly based on employees and hence the visibility
of data is linked to the domain of a roles mapped to the user as explained above. However there are some reports where the
output is in form of PDF or excel files which have data of multiple employees
and cannot be broken down by the set of employees based on the roles. Hence if
someone has access to these reports he will be able to see data for all employees.
4. There are some reports which are not linked to employees, for example Job
Opening Status in Recruitment reports, in such a case the visibility of the report
is based on another parameter, Hiring Manager in this case.
5. There is a role "Report Reviewer" designed specifically for the purpose for
viewing reports. If this role is enabled and report are made visible to this
role then the user who has this role will see all the data in all the reports.
Refer to the article on Role mapping for details on how to activate this role.
6. If a custom field by the same name is created in different companies then
it will have to added for each company separately through report customization.
When the report is generated, if in the list of Companies - "All" is selected
then the data will be provided in a single column and it will be visible for
all the companies where this custom field is there. Types of reports
There
are two types of reports
1. Snapshot : these reports show the status as on today or as on a particular
day in past for example - leave status, detailed employee list reports
2. Period based : these reports show the details for a period, you will have
to specify the period by giving the From / To dates for these reports, for example
- joining leaving report, leave summary
In snapshot reports system shows data only as of today or as on a particular
day. For example, the Leave Status report shows the snapshot as on 31-Dec (year
end) for any year in the past.
In period based reports system shows data based on an anchor (which is used to
map the period) for example Department is the anchor to show Leave Summary by
Department for a month. System will generate this report based on the Department
mapped to the employee as on date of generation of the report and not on the
Department in that particular month. Defining the department in the particular
month is a problem as the department might have changed in the month.