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See the workforce and its reports

Goal​

See the state of the bank's workforce, print its reports, and see the organisation as it was on a past date.

Prerequisites​

  • You have opened Organisation Changes.

The workforce overview​

Overview → Workforce overview shows four figures — vacant positions, temporary positions, people without a position, and changes on their way — two charts, and the lists of vacant positions and open requests. Each figure counts what the list beside it shows. Press Refresh to count again.

The reports​

Reports prints Organisation, Positions, Vacancies, Personnel and Change requests. Each prints what you are allowed to see.

The organisation on a date​

  1. Open Reports → Organisation as of and press New.
  2. Choose the As of date and press Save. It is worked out in the background.
  3. When Worked out on is filled in, press Print.

It starts from today and undoes every change request carried out since that date.

What it cannot do: it reaches back no further than the first change request, it does not see a change made outside a request, and it is a report — not an organisation you can click around in.