Employee Data for Statistical Reports—Exercises

Main Exercise

Purpose: The purpose of this lesson is to define calendar periods for statistical reports and to show how snapshots are created for employee information used in reports.

Windows:
Period Calendar for Statistics
Headcount Statistics Snapshot

Define Period Calendar for Statistics

  1. Open the Period Calendar for Statistics window and create a new record.
  2. Enter '2011' as the calendar ID and 'Periods for 2011' as the description in the respective fields.
  3. Save the information.
  4. In the table of the window, enter the periods which belong to the calendar as detailed in the table below.
    Year Period Valid From Valid To Headcount Date
    2011 Half 1 1/1/2011 7/31/2011 7/31/2011
    2011 Half 2 8/1/2011 12/31/2011 12/31/2011
  5. Save the information.

Create Headcount Snapshot

Perform the following exercise to create a snapshot of employee information from companies 10 and 15 which are relevant to the first half of the year 2011.

  1. Open the Headcount Statistics Snapshot window and create a new record.
  2. Enter 'SS2011' as the snapshot category and 'Snapshots for 2011' as the description in the respective fields.
  3. Enter calendar ID '2011'.
  4. Save the information.
     
  5. Go to the Company tab. Create new records and enter company ID's 10 and 15.
  6. Save the information.
  7. Go to the Periods tab and create a new record.
  8. Enter year '2011' and period 'Half 1' in the respective fields.
  9. Enter the system date as the snapshot time stamp in the Snapshot Time Stamp field.
  10. Save the information.
  11. This action will create a snapshot of the selected employee information in the database.

    Note: If age groups have been defined in the Age Group window, the employees selected will also be grouped according to their age as it is valid for the calendar period.

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