Employee Licenses

This report lists employees with one or more licenses assigned to them.

Report fields include employee name, status, job class, license code and description, effective date, expiration date, license number, state issued, whether it is mandatory for this employee, who verified the license, and the total number of licenses held by this employee. Licenses that are not verified (do not have a name in the Verified field in the employee Licenses screen) have red “Unverified” alert in the Verified By column.

• Licenses which are missing or expired are displayed in red.
• Licenses with the L symbol to the left indicate licenses which were auto-generated by the system.
• Licenses expiring within X number of days have the << symbol to the left. (The value of X is entered in the Number of Days field).

Report parameters include the following options:

• Organization Unit or Schedule Group: Select the button to activate either the organization unit or schedule group field(s). Enter the information in the fields to indicate the organization unit or schedule group.
• Job Class: To run the report for a single job class, click on the icon to the right of the field to open the job class search screen. To run the report for all job classes, leave this field blank.
• Employee: To run the report for a single employee, click on the icon to the right of the field to open the search screen. To run the report for all employees, leave this field blank.
• License: To run the report for a single license, choose a value from the field look up values on the right, or select the All option to include all license records.
• Report Groups: Select whether to group the report results by employee name, by license code, or by licenses and then organization unit.
• Number of Days: Indicate the number of days until license expiration which should be included in the report when the Show Records option is set to show records "expiring in X days". If a license is expiring within this number of days, the << symbol is displayed to the left of the record.
• Show Missing: Whether to include mandatory licenses that an employee does not have a record for (yes/no). Missing records are shown in red.
• Show Terminated Employees: Whether to include terminated employees in the listing (yes/no).
• Show License Records: Whether to show All license records, only the Current records, only those that are Expiring within X number of days (as defined in the Number of Days field), or only those that have Expired.
• Show Most Recent Only: Indicate whether to include only the most recent expiration date of a license, if there are multiple records for the same license (yes/no).
• Show Verified: Select whether to include licenses that are marked as verified (where the Verified field in the employee license record is set to yes), not verified, or both.
• Show Mandatory: Whether to show only licenses set up as mandatory requirements, only set up as non-mandatory, or both.
• Show Home Only: Whether to only show licenses for an employee’s home labor distribution position.