Configuring employee history reports

Use this procedure to configure employee history reporting, generate the employee data, and select the report fields and templates.

Select Administrator > Reports > Employee History > Setup > History Configuration.
Open an organization record.
Click the Configuration tab.
Specify this information:

Enable Manager History Reports

Select this check box to grant access to managers to view employee history records for their direct reports.

History Start Date

Specify a date to limit the history records to those that have an audit date stamp that is on or after this date.

Compare Start Date

Select By Effective Date to compare the History Start Date to the Effective Date. Select By Start Date to compare the History Start Date to the Time Stamp Date.

History Offset

Specify a numerical value. From the Time Value list, select Days, Months, or Years to track history within a time period. For example, 18 Months or 2 Years.

Filter By Effective Date

Select this check box to filter the history reports by effective date.

Filter By System Time Stamp

Select this check box to filter the history reports by time stamp.

Refresh Before Export

Select this check box to automatically run the refresh process for every employee’s history report before creating the CSV export.
Click Save.
Click the Field Selection tab.
Open an organization record.
- Items with Yes in the Active column are tracked in all reports.
- Items with Yes in the Pay Change column are tracked in the Pay History report.
- Items with Yes in the Position Change column are tracked in the Position History report.
- To enable a set of fields for tracking, click Enable Fields, select the field category, and click Submit.
- To disable a set of fields for tracking, click Disable Fields, select the field category, and click Submit.
- Field categories include these items:
  - Employee
  - Work Assignment
  - Employee Address
  - Employee Contact
  - Employee Emergency Contact
  - Employee Credential
  - Employee Competency And Skill
  - Employee Allowance
  - Employee Pay Element
  - Employee Deduction
  - Employee Other Pay Rate
  - Employee Special Incentive Payout
  - Employee Equity Grant
  - Employee Comp Program Payout
  - Salary Planning Bonus Payout
  - Salary Planning Lump Sum Payout
  - Employee Allowance Payout
  - Employee One Time Deduction
To update tracking for a specific item, follow these steps:
1. On the Field Selection tab, right-click the item and select Update.
2. To disable tracking, clear the Active check box. To enable tracking, select the Active check box.
3. Click Submit.
To add a field to be tracked in history reports, follow these steps:
1. On the Field Selection tab, click Add User Field.
2. Specify this information:
  
  Field Name
  
  Specify the name of the field. Ensure that you spell the name correctly, or it cannot be tracked.
  
  Business Class Name
  
  Select a business class. For example, Employee or Work Assignment.
  
  Data Type
  
  Select Alpha, Date, or Numeric.
  
  Active
  
  Select the Active check box.
3. Click Submit.
Click Save.
Complete additional configurations.
- To create and assign the RTF and PDF templates, see Creating and assigning employee history templates.
- To generate all employee history records from the existing audit logs, select Rebuild from the Employee History menu. This action purges any previous records and creates history records for each employee.
  See Rebuilding employee history.
- To update employee history records when an employee is rehired, select Rebuild from the Employee History menu. In future enhancements, these changes will be applied with the refresh action.
  See Rebuilding employee history.
- To update employee history records after the initial rebuild has been performed, select Refresh. This action creates history for employees who have had changes since the previous history record rebuild or refresh.
  See Refreshing employee history.