Introduction
This manual includes a general overview for most frequently used reports that may be available in your Reports tile. It takes in information from TULIP and summarizes it in a clear, sorted way available for sharing between multiple departments or even companies. Reports allow you to browse the data, offer you multiple sorting options and filters, and an option to export data into an editable MS Excel file.
Please note a TULIP setup you see always depends on custom requirements and settings of TULIP for your company. The number of reports and information available inside always depends on your access rights.
Frequently asked questions
Can every employee access the same data in reports?
- No, the visibility of certain data depends on the individual access rights. In attendance reports, for example:
- Employees see their own attendance data. It is possible to set up that attendance requests of their colleagues/team members in an anonymized form will be displayed.
- Managers see their subordinates’ attendance requests with all details – no anonymization. Attendance requests of their colleagues are in an anonymized form.
- HR Administrators can view everyone’s attendance data with all details – no anonymization.
Functions
Report homepage
Most users can see individual reports directly.
If you are granted with an extra access to more companies, once you click on the Report tile, you must select a company first.
Filters
A – Leave the report – To go back into the list of reports, click on a small arrow on the left.
B – „i“ icon – Click on this icon inside of each report, a short description is displayed.
C – Filters – Some filters work separately and others can be combined. You can search inside most filters (company, employee etc.), type the first one/two/three letters on your keyboard. To apply a filter, you must click on a (E) “Refresh Data” button. The report can usually be filtered based on those parameters:
- Company (in case you are allowed to access multiple companies as an HR Administrator, Payroll accountant etc.)
- Employee/Manager/Team
- Date/Year/Month
- Other report-specific parameters (for example type of attendance requests, cost type, amount, status…)
D – Count – The number of items, based on your current applied selection of filters.
E – Refresh Data – Apply selected filters and refresh the page.
F – Reset Filter – Delete all selected filters including the Company filter.
G – Export to Excel – Export all selected data into an editable Excel sheet.
H – Columns – Click on a name of a column to sort data alphabetically or by value.
Examples of reports
- ATTENDANCE – general attendance report, view your own working time, absence, quotas in a similar way as in Timesheet.
- ATTENDANCE APPROVAL – allows you to export a file that displays who and when approved the attendance period of employees.
- ATTENDANCE OVERVIEW – see the planned absences (in abbreviated forms) of your teammates/colleagues in the calendar.
- ATTENDANCE REQUEST TYPE – a list of attendance requests.
- ATTENDANCE SHEETS – view working time, type of a day, absence of employees in a similar way as in Timesheet.
- ATTENDANCE SHEETS AND REQUESTS – displays the number of worked days/hours and attendance requests.
- ATTENDANCE STATUS – see the attendance settings of employees, approvers, and the status of approval of their attendance period.
- ATTENDANCE SUMMARY – a summary view of all attendance requests and vacation balance.
- BENEFITS – see a list with some basic information about Benefit requests with labels of their status.
- BUSINESS TRIPS – display the information and status of Business trips & download the data.
- BUSINESS TRIPS PREPAYMENTS – browse the open advance payment requests and confirm the payment.
- CUSTOM FORM – display the data from custom forms of employees, usually related to annual tax reconciliation, new hires, or expense claims.
- CUSTOM FORM EMPLOYEE HISTORY – display your own data from custom forms, usually related to annual tax reconciliation, new hires, or expense claims.
- DELEGATION – see a list with some general information about employees’ delegations.
- DIFFERENCE FUND/WORK – display the difference between work fund and hours worked.
- FILE MANAGER LAST ADDED FILES – displays last added files in File Manager folders.
- FOLDER PERMISSIONS REPORT – this report displays access rights of users in File Manager folders.
- HEAD COUNT – a list of employees with basic personal data and general information about their attendance settings – attendance group, calendar, manager/approver.
- HOTLINE REPORT – display a list of Hotline requests with the requests’ text descriptions.
- HOTLINE REPORT 2 – display a list of Hotline requests with labels of their status.
- LIST OF CARS – display a list of vehicles used for Business trips & their technical licenses.
- MEAL TICKETS V2 – see the number of meal tickets for each employee per month.
- OVERTIME COMPENSATION – a list of employees with overtime created this month.
- OVERTIME EXPIRATION – PAYROLL – a list of employees with overtime that are due to expire this month.
- OVERTIME SUMMARY REPORT – see a list of employees with their overtime summary in one year.
- QUOTA – displays vacation quotas in the current month.
- QUOTA OVERVIEW – displays all annual vacation quotas of employees.
- RETRO CHANGES – a list of changes made in a closed attendance period, “retrospective changes”.
- VACATION PLAN – display the status of Vacation plan.
- VACATION REPORT, VACATION REPORT 2– see the annual vacation quota of employees.