Creating and assigning employee history templates

Before generating these reports, create the employee history templates and assign them to employee history reports.

  1. To upload RTF and PDF template files for an organization’s employee history reports, select Administrator > Reports > Employee History > Setup > History Report Templates.
  2. Select Create and specify this information:
    Template Name
    Specify the name for the template.
    Description
    Optionally, specify the description for the template.
    Template File
    Browse for the RTF or PDF template file stored on your local or network drive. Templates are delivered with the application to wfdata folder.
  3. Click Save.
    The template is added to the list of template files for an organization. Repeat this step for each template.
  4. To assign each template to their corresponding history report, navigate to Reports > Employee History > Setup > History Configuration
  5. Open an organization record select the Templates tab.
  6. Select each field for each report and select the corresponding template from the list.
    Transaction History
    Select the template for the Transaction History report. The transaction history links the fields that changed during a single action. It also includes audit information such as the action name, the system time stamp when the action occurred, and the effective date.
    Field History
    Select the template for the Field History report. The field history contains information such as the old and new field values and the business class for the field.
  7. Click Save after all templates have been assigned.