Add or modify HR report types

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Report types define the category of information that appears in an HR operational report.

    Vorbereitungen

    Role required: hr_basic, or hr_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Types of system reports include:
    • Customer Satisfaction
    • Compliance
    • Operational
    • Trend Analysis
    • Other

    Prozedur

    1. Navigate to All > HR Administration > Managed Lists > Report Types.
      The HR Operations Report Types list opens.
    2. Click New to open a system report type record.
    3. Complete the form.
      (The fields you see depend on how the form is configured and what fields are selected to display.)
      Tabelle : 1. HR Operations Report Type form
      Field Description
      Report type The kind of report to generate, such as, compliance or operational.
    4. Click Submit.
      The system report type is listed in the HR Operations Report Types list.
    5. To modify the system report type data, find the existing system report type in the HR Operations Report Types list.
      You can use the list search menu by typing the report type name and pressing Enter.
    6. Click the system report type to open the form.
    7. Modify the form.
    8. Click Update.