Requirement Document to Add Employee Effective Date Field in Standard Reports

Overview

This requirement document is prepared to summarize new enhancement in which we will add Employee Effective Date field in Standard Report and Dynamic Report. This feature will be available on all Standard and Dynamic Reports except Commission Details, Fee Details report. By selecting Employee Effective Date field to view list, system will add it on the report. Following is the screen shot where this fields is expected to add.

Functional Description

Existing Implementation

The report has functionality to select appropriate “Effective Date” which comes from Employee Emergency that is not effective date of employee in Employee Fields.

Changes Expected After This Enhancement

Employee Effective Date And Employee Emergency Effective Date fields will be available in “Select Employee Fields” section of “Standard Report” and "Dynamic Report"(except Commission Details, Fee Details).

On the preview of report, system will show Employee Effective Date And Emergency Contact Effective Date of the Employee.

Following is screen shot showing 'Employee Effective Date' and ‘Emergency Contact Effective Date' data in Employee Census Report. Similar can be seen in other Standard Reports.

Impact on Existing Functionality

Standard Reports (except Fee and Commission Details)

Dynamic Report

Invoice Management

Please note:

The report which is already saved by selecting Effective Date, now that Effective Date will change to Emergency Contact Effective Date.

Functional Specification

System will refer following customizations available at Search Employee -> Emergency Contacts

for Emergency Contact Effective Date

System will refer following customization available at Search Employee -> Demographics

for Employee Effective Date. This is the effective data from Demographics screen.

Technical Specification

As per proposed implementation in this document, at run time, on each report call with Employee Fields for Report, system will fill “Employe Effective Date” and “Emergency Contact Effective Date”.

Expected Changes Required

Code Change

As per current study, this enhancement will not be available for “Fee Details” and “Commission Details” report.

Rest of report flow remains same.

DB Change

Need to modify existing Stored Procedure "OES_SP_Get_EmployeeFieldsForReports" to differentiate Employee Effective Date and Employee Emergency Effective Date.

Need to add entry of Employee Effective Date in Fields table and their mapping in MemberFieldRights table.