Page tree
Skip to end of metadata
Go to start of metadata

Pulse Release Documentation



Release Note ID

31076,31075,31030, 31025

Pulse Service Centre Number
Module

Human Resources Module

Component

Personnel

Date

 

TypeNew Feature

Module

Human Resources Module  -  Personnel

Menu Selection

Personnel Details CSV Extract

Release Note Details

  • Note: 31025,31030 for 2019.00, 31075,31076 for 2020.00 
  • This patch introduces a new data extract that outputs the personnel details and personnel contacts reports with the option to include a contractors report.
  • The data extract is in the form of a .csv file which is sent via email to the recipients selected in the report options screen
  • The extract can be set to run as a regular batch job, and can run either Daily (at a set time), Weekly (on a specified day of the week), or Monthly (on a specified day of the month).
  • If the extract includes contractors all contractor types will be included C,F and J
  • The extract can be ran for the selected companies and pay frequencies. 
  • The new menu option can be found in Vantage by going to  Human Resources → Personnel → Reporting & Enquiries → Personnel Reporting
  • example options screen showing company/pay frequency selection.
  • Example options screen showing available options.
  • The Include Terminated/Disabled option will add Terminated employees into the personnel details CSV, and disabled contractors into the contractors details CSV.
  • The Include Contractors option will add a Contractors details CSV output to the email sent when the batch job is run.
  • Example options showing the extract being set to run Daily, at 2:00am:

  • Example options showing the extract being set to run Weekly, at 2:00am every Friday:

  • Example options showing the extract being set to run Monthly, at 2:00am on the last day of the month (specified by setting the run date option to 00):

Setup Details

Pulse Vantage:

  • The menu function must be added to the menu functions in Pulse Classic for the menu item to work in vantage.
  • The Pulse Vantage menu structure needs to be rebuilt on the client server after the update has been deployed for the new menu item to become available. This needs to be undertaken by Pulse prior to client update handover

Pulse Classic:

  • If the update you are taking is not a Pulse Release, your menu structure may need to be modified for you to access this report. If you are using Pulse Classic, have not done this before and require help, or you do not have access to modify your menu structure, please contact Pulse Support (02 4922 2000).
  • This is a new extract and as such needs to be set against a menu. Before you can do this the following menu function must be created.

    • Function name: HRYPDCSV
    • Function type: P
    • Description: Personnel Details CSV Extract
    • Database List: HR



Test Plan (If Required)

Test Description

Test Plan Details

#

Feature /Test Scenario

Expected Results

Results

Notes

1

Run report without batch job

including contractors not including Terminated/Disabled and contractors

The report will be emailed to the selected user in the recipients

and will include contractors and employees. CSV will not include terminated employees and disabled contractors.

(tick)


2

Run report without batch job

including Terminated/Disabled and contractors

The report will be emailed to the selected user in the recipients

and will include contractors and employees as well as terminated employees and disabled contractors.

(tick)
3

Run report as a batch job

including Terminated/Disabled and contractors

The report will be emailed to the selected user in the recipients

and will include contractors and employees. As well as terminated employees and disabled contractors.

(tick)


4

Run report without batch job including terminated/disabled

not including contractors

The report will be emailed to the selected user in the recipients

and will only include employees. And terminated employees

(tick)
5

Run report as batch job

not including Terminated/Disabled and contractors

The report will be emailed to the selected user in the recipients

and will only include employees.

(tick)
6

Run report as batch job

and run report now

The report will be emailed on completion of the process and emailed when the batch job is scheduled to run.(tick)
7

Compare CSV from batch job to Payroll Data Extract & Non-employee List from the Classic Non-Employee Master Maintenance screen

Details will match across the reports.(tick)

User interaction and design