To create a new query within People HR, you will need to select the 'Queries' tab from the menu on the left. Then select the 'Plus' to add a new query.
Select the relevant areas and fields you require within this query. Any areas you tick on the left hand side will populate the relevant fields to the right.
Once you have selected the fields you wish to report on, hit 'Next' and this will take you to the 'Filters and Options'.
Within this, you can then filter on exactly you want to search for by each field you selected.
You can filter on all of your selected options or on any of the filters that you have chosen. Within each area, you can also filter using the And/Or option. This will give you option to let you search on all the filters entered or any of the filters entered.
Free Text Field
When searching on a free text field, such as Employee ID, Name, Address, etc. you can filter by the following:
You can search for part of the text using “Equals” which will match your results on that exact text you enter. The “Does not equals” enables you to rule out for any text you want to disregard.
You can do the same on “Contains”, “Does not contain”, “Begins With”, “Does not begin with”, “Ends with” or “Does not end with” if you want to search on or ignore any part of the text.
The “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present.
When running a query with a date field, you can filter on the following:
You can then use the above filters to search results for specific dates and within date ranges.
The filter options highlighted in red will let you search on the relevant date within the given period.
You can use the “Specific” option to search for an exact date using the calendar. The “Greater than” and “Less than” can be used to search before or after certain dates. “Before (Days)” and “After (Days) gives you an option to specify a certain amount of days before or after the date.
Once again, the “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present.
You can also use the “As-at” to show you how information will have been returned as of that date.
You can also now filter on a certain about of days before or after the anniversary date.
When filtering on a drop down menu from your People HR system, you are presented with the following:
The “Equals” and “Does not equal” filters will present you with the list of options from that specific area.
As previous, the “Is blank” filter will let you search on any particular fields that does not contain data, and the “Non blank” will return results where information is present again using the dropdown menu options.
Remember, if you do not use the filter options, every employee will return in the report with the selected areas you have chosen.
Once you have selected the relevant areas you wish to filter on. You can then click “Next” to give the query a name and a description.
Then click 'Next' once again to run the report. Once the report has been run, you can Edit your query to reselect your areas and filter on different options. You can choose the Options to include leavers and show history. Here, you can also delete your query. You also have the option to export the query to a CSV and set yourself reminders via tasks to run the query on certain days or dates.
Customer Services Team