General Reporting

All reports in HR Manage can be generated as a wellknown file type that can be emailed. Formats include MS Excel workbooks, Acrobat PDF documents, MS Word Documents and TIFF images. HR Manage has 3 types of reports available. The first type includes reports that are pre-designed by the supplier and the end-user can make use of a “report wizard” where the date range, branch, division, location etc can be changed each time the report is produced. The report template will however stay the same. (E.g. the reports for SETA’s, EE). These reports are usually saved as PDF, Word documents or Excel workbooks.

The second type of report is produced in Excel. Data can be viewed in any of the data tables with search-and-find options. Once the appropriate information is extracted in a data table, the entire table can be exported into Excel by the press of a button with a what-you-see-is-what-you-get functionality.

The third type of report allows the end user to extract any data from the database and produce it in an Excel Spreadsheet. The difference between this method and the second type above is that the end-user is not restricted to only export data that can be seen in the data table, but all the data that lies in the “background” of the database as well.

Custom Exporting

HR Manage enables users to export any data in HR Manage to Excel. Most filtered lists can be exported to Excel by the press of a button. If additional fields are required for the export, it can be done via a simple 3-step wizard. This functionality is similar to "report builders" in other software.

1. First specify what type of data must be exported (Employees, Training, etc.)
2. Then choose from a list which fields must be included in the export and in what order it should be exported
3. Finally, filter the data to export and when satisfied with the preview, simply Save to Excel.

SETA Reporting

We develop SETA reports that can be generated from HR Manage as required by our customers. We keep the system updated so that the latest version of the various SETA reports can be generated by the press of a button. All SETA reports formats are reviewed annually and updated if any changes are made from the SETA's side.

The SETA reporting tool uses real data captured in HR Manage for the Workplace Skills Plan and Annual Training Report. With the powerful features and filters available, it is very easy to go into the Training Management module and retrieve the actual records that makes up a number on the WSP / ATR.

HR Manage already stores the information required to generate the SETA reports including links to OFO codes, Skill Levels (Beginner, Intermediate, Advanced), ABET training, Scarce skills, etc. Reports are generated in Excel with each section generated in a separate worksheet. This enables users to continue to customise the report even after it has been generated.

Export Packages

The Export Packages feature has just been completed and allows you to set up a custom export for your specific needs. Export packages consist of the following components:

• Target Format: Allows to indicate if the data should export to an Excel workbook or Text file and how the fields should be divided.
• Data Sections: One package can consist of multiple sets of data (e.g. Employee AND Training data). If exporting to Excel, each dataset will export to a different worksheet. When exporting to files, multiple files will be created.
• Optional SETA Links: A package can be set up to indicate that the data being exported, must be customised for a specific SETA. This will program to export reference & registration numbers specific to that SETA. The lookup table codes are also customised per SETA.
• File Layout: The order and length of the header, columns and default values are set up so that it can export to almost any format required by external software packages such as EduDex.

We've preloaded the file format required for ETDP SETA, but we should be able to export to any other format required by customising the program from the end-user side. You can even add more SETAs to export to and specify the file format and lookup codes for each SETA.

When everything is set up, the program allows you to just select the records you want to export and with the push of a button, everything is exported according to specification.

Information Request & Contact Details

If you would like more detailed information or would like to find out how we can provide a specialized solution for you, please fill out the following form or contact us with the details provided here.

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