How To Generate a Compensation Report By Department

Ad-hoc report is a tool in TribeHR that you can use to create customized reports. Compared to the Compensation Summary Report, this reports displays compensation for all staff, along with other user record information, within the specified year by department. This may be helpful when providing job offer to an applicant for a certain department.

  • To create a Compensation Report by Department using the ad-hoc reporting tool, navigate to Reports tab then click on Ad-Hoc Reports. Here you will find saved ad-hoc reports (if any). 
  • To create a new report, click New Report.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from Assignment Record
  • Click Continue to move to go the next screen. 

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Assignment Record Report the most useful columns are:
    • Assignment Record > Employee Num
    • User > Username: Username (First name [SPACE] Last name)
    • Job > Title
    • Department > Name
    • Location > Name
    • Assignment Record > Effective Date
    • Assignment Record > Pay Rate
    • Assignment Record > Currency
    • Assignment Record > Full Time (1 = full time / 0 = part time)
    • Assignment Record > Pay Type (1 = annual salary / 2 = hourly)
    • Change Reason > Reason
    • Assignment Record > Note
    • Assignment Record > Current
    • Assignment Record > Status
  • Click Next Step, to move to the next screen.
  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter. 
  • To run a report to determine the range of employees compensation in a certain department, the recommended filters are: 
    • Field: Department > Name , Operator: equal to, Value: Accounting [Department that you want to pull out the report for ]
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. For this report the most useful would be Department > Name and then by User > Username > Ascending.
  • Click Next Step to move to the next screen.

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report, if you need to edit anything further you can use the previous step button to go through the previous screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, by navigating to the Ad-Hoc reports screen and click on the name of the report. 
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also copy or delete this report.

Still have questions about creating a compensation report? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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