v7 FreeBalance Help

This report shows the actual staff in post as well as the theoretical staff establishment. 

To GENERATE the Employee Position Actuals vs. Capacity Report, follow the steps below:

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The Employee Position Actuals vs Capacity Report includes the following filter criteria available for the report:

• Institution - Institution unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the institution unit.  If selected, the report will include the selected institution unit and all institutions below the selected unit.  Refer to Institution more more information.
• Generic Position - Generic Position (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Generic Position.  Refer to Generic Position for more information.
• Employee Position - Employee Position (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Employee Position.
• Start Date - Start Date of the Employee Position (optional parameter) that can be selected by using the calendar icon .  Refer to Employee Position for more information.
• End Date - End Date of the Employee Position (optional parameter) that can be selected by using the calendar icon .  Refer to Employee Position for more information.than can be selected using the calendar icon .

If all filter criteria are left blank, all Generic Positions, Employee Positions, Start Dates and End Dates will be included in the Report, as well as the Institutions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and  icons.