Advanced Human Resources in Microsoft Dynamics GP - Inquiries and Reports

2023-05-17

Advanced Human Resources provides both Inquiry windows and the ability to print reports. The Inquiry windows for the most part are the history windows for most of the components. The exception to this is the Percent Current Inquiry, which is an inquiry allowing for various selections to be made to narrow or broaden the scope of records shown.

Inquiries

The Advanced Human Resources Inquiries contain the history windows for Certification, License and Training Manager, as well as the inquiry for Percent Current. The information on the windows can be printed from the window. In the case of the Percent Current Inquiry, both the information on the screen and a Percent Current Totals report can be printed using the printer icon on the window.

Certification History

Use the Certification History window to view all the activity for a specific

Employee/Certification record. The history record is written as the latest History record when changes are saved on the Certification Entry window.

To open the Certification History window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click Certification History.

Enter or select an Employee ID. The Department and Position fields displays from the Employee Maintenance window.

Enter or select a Certification Code for current Employee.

The Inactive checkbox will inactivate the current Certification History.

License History

Use the License History window to view all the activity for a specific

Employee/License record. The history record is written as the latest History record when changes are saved on the License Entry window.

To open the License History window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click License History.

Enter or select an Employee ID. The Department and Position fields displays from the Employee Maintenance window.
Enter or select a License Number for the current Employee.

The Inactive checkbox will inactivate the current License History.

Training History

Use the Training History window to view all the transactions by Course/Class ID for a specific employee. The history record is written as the latest History record when changes are saved on the Employee Training window.

To open the Training History window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click Training History.

Note

Training that the employee has taken will appear on the Employee Training window.

Enter or select an Employee ID. The Department and Position fields will display from the Employee Maintenance window.

Percent Current Inquiry

Use the Percent Current Inquiry window to measure actual versus requirements for all positions within a department vs. position by position. To open this window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click Percent Current.

Enter or select a Department and Position.

Select the Include all Positions checkbox to select all Positions within the selected Department. All positions are checked that have a relationship with the selected department in the "Certification, License and Training Required by Department and Position" window.

Select an Include Employees option:

Home: Includes employees that have the current Department and Position as their Home Department and Position.
Worked: Includes employees that have worked in the current Department and Position.
Both: Includes both Home and Worked employees.

Select an Include Codes option:

All: Displays ALL codes
Required: Displays only the Required Certification, License or Training codes.

Select an Include Qualifications:

All: Displays ALL Qualifications
Qualified: Displays Qualified employees.
Not Qualified: Displays non-qualified employees.

Select a Display and Status.

Enter or select a Code, Employee ID and Expiration Date.

Select the Printer button to print the Percent Current Inquiry Report and Percent Current Totals Report.

Employee Certifications, Licenses and Training

Use the Certification, License and Training Inquiry window to view Certification, License and/or Training assigned to specific Employee. To open this window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click Employee Certifications, Licenses and Training.

Enter or select an Employee ID.

Select a Display option:

Certification
License
Training

The scrolling window displays all of the History information related to the Display option selected.

Health and Wellness History

Use the Health and Wellness History window to see all the activity that has occurred for a specific Employee / Code record. The system tracks all changes to each existing record. To open this window, click the HR and Payroll series button, click Human Resources on the Inquiry content pane and then click Health and Wellness History.

Enter an Employee ID. Enter or select a Code. The Description and Category displays from the Health and Wellness Code Setup window.

The scrolling window allows you to view all History information related to the Employee and the Health and Wellness Code selected.

Reports

The Advanced Human Resources module provides printing capabilities by using the printer icons on the individual windows. For example, pulling up the Category Setup window and selecting the printer icon (without making any Category selections) a report will print giving all of the Category Codes currently set up.

The other way to access information stored in Advanced Human Resources is by using SmartList Builder. Using this module, the user can build SmartLists with the data required to meet their reporting needs as it relates to Advanced Human Resources.

Excel-based Reports

Certification, License and Training Manager allows the user to track certifications, licenses, training and other data for employees using back office functionality. The user can also view and report on this data via reports. It is necessary, however, for managers and other company officials, who may not be users of the Microsoft Dynamics GP system, to have access to this data for decision making purposes. These individuals can use Microsoft Office Excel reporting to meet their unique needs for viewing and sorting certification, license and training data and for customizing the presentation of data to satisfy their requirements.

Excel-based reporting is available for the following existing reports/inquiries.

Certification List Report
License List Report
Training List Report
Certification History Report
License History Report
Training History Report

The Required Certification / License / Training report can be used to measure actual versus requirements for all positions within a department/position.

SmartList Builder

If the Microsoft Dynamics GP SmartList Builder module is installed, all of the Certification, License and Training Manager and Employee Health and Wellness Manager fields will be available to create SmartList Queries.

Note

Refer to the SmartList Builder documentation for instructions on using SmartList Builder.

Summary

Advanced Human Resources provides inquiry and reporting capabilities by using History windows, the Percent Current Inquiry and the use of printer icons on individual windows. SmartList Builder also enhances the reporting capabilities.

Key points to remember from this chapter:

Inquiries are available by using history windows and the Percent Current Inquiry.
Reports are provided by using printer icons.
SmartList Builder can provide additional printing capabilities based on the user's individual reporting requirements.