Report that Pulls Records based on Employee Actions or Reasons

Hi all,

We are moving from Lawson V10 to GHR. We're in the middle of our migration now. One report we haven't been able to figure out how to reproduce in GHR that we use often in V10 is the PA340.

Has anyone successfully created a report that pulls records of actions based on either the action type (promote, transfer, hire, change pay rate, etc), or the reasons defined for those actions (under the promotion action we have temporary promotions, progression promotions, etc)?

We get asked questions like this alot that we can easily get answers for using the PA340 in V10:

- Can you pull us all the transfer actions that occured from 1/1/2023 - 6/30/2023?

- Who received a progression promotion in 2022?

Any assistance is greatly appreciated. Thanks!

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karen-mackenzie

in Infor Spreadsheet Designer, take a look at the business class = EmployeeTransactionHistory. Both Actions and Initiating Actions can be used to narrow results down. There is the ability to filter based on transaction effective date as well

mmacgown

I concur with KarenMacKenzie's suggestion; further, the same information can be viewed and filtered in Employee History directly in HR Talent (GHR). See Administrator > Reports > Employee History > Employee History. There is some setup involved, and the data needs to be initially replicated (Rebuild) and Refreshed regularly. The data is not real-time; it is a replication set that gets pulled down from the primary server on a recurring basis. Depending on the size of your organization, the replication can take quite a bit of time! Reach out if you have any additional questions. We write history-based reports on various actions and date ranges frequently.

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