Human Resources

GPUG Academy

HR Reporting with Smartlists & Existing GP Reports

Monday, October 9
1:00 PM - 5:00 PM
Location: Ryman Studio P located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
CPE: 4
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

Are you struggling to get your HR data into Reports and Smartlists? Would you like to create Smartlists with Pay Rates, Position History, Employee Extra Fields and other data in the HR module? After taking this class, you will know how to use the standard HR Reports & Smartlists, the basics of the HR Tables, and how to create Smartlists that YOU need with Smartlist Designer and Smartlist Builder!

I want to empower YOU, the HR Professional, to create your own reports without help from your IT staff!

Agenda Items:
- Learn the basics of the standard HR Smartlists & HR Reports
- Learn the differences between Smartlist “Designer” and “Smartlist Builder”
- Plan for a new Smartlist and find the data in the HR Tables
- Create the new Smartlist in Smartlist Designer
- Create a powerful Employee Smartlist with Employee Demographics, Pay Rates, Extra Fields and Organizational “Descriptions” instead of “Codes”!
- See how to change your Smartlist into a Refreshable Excel Report
- Leave with materials to use on your own system!

Instructor: Jeannette Coty Bachellor, Coty Consulting Inc.

Audience: HR Users, HR Power Users, IT Support

Level: Beginners, but open to all levels

Prerequisites: Knowledge and use of GP HR System and standard Smartlists is helpful.

Jeannette Coty Bachellor

Dynamics GP HRP Trainer/Consultant
Coty Consulting, Inc.


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HR Reporting with Smartlists & Existing GP Reports

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