People reports read HR under each manager's own scope
What moves
Employees, joining tasks, objectives and visa papers from HR are read for charts and reports, never copied, and each reader sees only the departments they may.
Before you start
- Insights and HR in your plan
- People, Joining or Goals pack installed, or a report built by hand
- Insights catalogue scanned
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the People pack after previewing it.
You see:A People report appears for everyone who may read it.
- HR managerInsights — Business Intelligence & Apps
Opens the report.
You see:Headcount, joiners, leavers and lapsed papers are counted across the company.
Opens the same report.
You see:The numbers cover only the departments they manage, and a caption says so.
- SystemHR Management
Keeps salary, bank and ID details masked on any row.
You see:Totals work but no individual value is shown.
Related
- HR Management
- Insights — Business Intelligence & Apps
- People's skills decide who can be offered for a project
- Privacy requests are answered from the audit trail
- Project teams are measured against nationality targets
- An expiring visa is renewed
- A benefit claim is reviewed and paid
- Connections between modules