Employee Birthday Report

This report displays all employees who were born during the selected month. 

 

1)     Click the Reporting tab on the main navigation tool bar.

 

2)     Select Employee Birthday from the Recruiter Reports section of the screen.


 

Input Details

1)     After selecting Employee Birthday, a new window will open allowing you to input criteria to filter the report results. By clicking on the icons to the right of certain fields, you can lookup a record from quick find, manually select a date from a calendar, or choose information from a code group list.

2)     Optional criteria to run this report:

§  Birthday Month – candidates birth month listed on the payroll segment

§  Branch – branch of candidate record

§  Division – division of candidate record

3)     Click Run to generate the report.

 


 

Output Details

After selecting Run a new window will open, displaying the results of the report.

1)     The tool bar at the top of the report, above the report title, allows you to Export, Print and Search the report.

 

2)     The Output Data displayed below the report title:

§  Employee

§  Birthday

§  AccountManager

§  Client

 

3)     The data is Sorted By:

§  Division

§  Branch

§  Birth Date

§  Employee first name

 

Workflows Required for Updating Report

The following workflows will update the Employee Birthday report:

§  Add Confidential Information

§  Update Confidential Information