dynamic visions
As visões dinâmicas são recursos da senior X Platform que permitem consultar e exportar dados em forma de relatórios.
Estes dados podem ser usados também para construir uma visão gerencial personalizada, usando o Analytics Studio.
Usar as visões dinâmicas para emitir relatórios
Os dados são agrupados por visões (views), sendo que cada visão serve para buscar tipos diferentes de informações.
As visões podem ser selecionadas na tela de cadastro das visões dinâmicas, em:
- Tecnologia > Customização > Relatórios > Visões dinâmicas
Depois de selecioná-las,
Também é possível automatizar a execução desses relatórios, clicando em Agendar Execução. O agendamento permite selecionar o formato desejado (PDF, XLS, entre outros) e a forma de entrega (via notificação da plataforma ou por e-mail).
Para saber tudo o que você pode fazer com as visões, acesse a documentação de Visões Dinâmicas no manual da plataforma senior X.
Usar os dados das visões com o Analytics Studio
O Analytics Studio permite cruzar as informações contidas nas tabelas das visões, com a finalidade de criar gráficos e visões gerenciais dessas informações. Esta ferramenta auxilia na análise dos dados e na tomada de decisão.
Para saber como cruzar essas informações e montar os gráficos, acesse a documentação do Analytics Studio no manual da plataforma senior X.
views available for Colabbe
Note
When the module provides a new view, so that it can be selected when creating a dynamic view, it is necessary to access the senior X platform with a useradministrator and update thereporting database.
Using the reporting database is optional. For more information about it, see the documentation forDynamic Views in the platform manual.
Service:hcm-onboarding
v_pre_admission
General information about pre-hiring and invitations sent to new collaborators.
Fields that can be displayed
| Translated name (Visual editor) | Base name (SQL Editor) | key field key fields are those that can be used to make the link between the tables of the dynamic view |
|---|---|---|
| Pre-admission identifier | pre_admission_id | |
| invitation template name | invite_model_name | |
| Unique pre-admission identification key (CPF) | pre_admission_key | |
| Name of the new contributor on the invitation | register_name | |
| New collaborator's email in invitation | employee_email | |
| New employee's cell phone number on invitation | employee_mobile_phone | |
| Invitation completion percentage | conclusion_percentage | |
| Invitation send date | invite_send_date | |
| Invitation expiration date | deadline_date | |
| Expected date of admission of the new employee | admission_date | |
| invitation status | invite_status | |
| eSocial status | e_social_status | |
| Indication of the existence of dependents | has_dependent | |
| New employee's full name | basic_employee_name | |
| Name by which the new employee prefers to be called | basic_preferred_name | |
| Gender of the new employee | basic_gender | |
| New employee's date and birth | basic_birth_date | |
| New employee's mother's name | basic_mothers_name | |
| New employee's father's name | basic_fathers_name | |
| New employee's marital status | complementary_marital_status | |
| Level of education of the new employee | complementary_degree_of_education | |
| New employee's nationality | complementary_nationality | |
| New employee's religion | complementary_religion | |
| Race/color of the new employee | complementary_race | |
| New employee's name | complementary_social_name | |
| Country of birthplace | birth_place_country | |
| Federal Unit of the place of birth | birth_place_state | |
| birthplace city | birth_place_city | |
| Street address of residence | address_country | |
| Federal Unit of residence | address_state | |
| city of residence | address_city | |
| zip code of residence | address_cep | |
| neighborhood of residence | address_neighborhood | |
| Type of street | address_type | |
| home address | address | |
| house number | address_number | |
| Residence address supplement | address_additional | |
| main phone number | telephone_first_phone | |
| Primary phone number type | telephone_first_type | |
| secondary phone number | telephone_second_phone | |
| Secondary phone number type | telephone_second_type | |
| Main email address | email_first_email | |
| Primary email type | email_first_type | |
| Secondary email address | email_second_email | |
| Secondary email type | email_second_type | |
| Work Card Number (CTPS) | ctps_number | |
| Work Card Series (CTPS) | ctps_series | |
| Federal Unit issuing the Employment Card (CTPS) | ctps_issuer_state | |
| Date of issue of the Employment Card (CTPS) | ctps_issue_date | |
| CPF number | cpf_number | |
| PIS number | pis_number | |
| PIS issue date | pis_issue_date | |
| Identification Card No | rg_number | |
| RG issuing body | rg_issuer | |
| Federal Unit issuing the RG | rg_state | |
| RG issue date | rg_issue_date | |
| Voter Registration Number | voter_number | |
| Electoral Title Electoral Zone | voter_voting_district | |
| Voter Title Section | voter_voting_section | |
| Voter ID City | voter_city | |
| Federal Unit of Voter Title | voter_state | |
| Date of issuance of the Voter's Card | voter_issue_date | |
| Driver's License Number (CNH) | cnh_number | |
| Driver's License Category (CNH) | cnh_category | |
| Issuing agency of the Driver's License (CNH) | cnh_issuer | |
| Federal Unit of the issuing body of the Driver's License (CNH) | cnh_issuer_state | |
| Date of issue of the Driver's License (CNH) | cnh_issue_date | |
| Expiration date of the Driver's License (CNH) | cnh_expiry_date | |
| Date of issue of the first Driver's License (CNH) | cnh_first_license_date | |
| Reservist Certificate Number | reserve_number | |
| Reservist Certificate Series | reserve_series | |
| Enlistment Record (RA) of the Reservist Certificate | reservist_ra | |
| Reservist Certificate waiver date | reservist_exempion_date | |
| Indicative of the existence of the Reservist Card | reservist_doesnt_have | |
| Live Birth Certificate Number (DNV) | dnv_number | |
| National Health Card Number (CNS) | cns_number | |
| Type of Civil Certificate | civil_certificate_type | |
| Date of issuance of the Civil Certificate | civil_certificate_issue_date | |
| Registration of Civil Certificate | civil_certificate_registry | |
| Term of Civil Certificate | civil_certificate_term | |
| Civil Certificate Book | civil_certificate_book | |
| Civil Certificate Sheet | civil_certificate_sheet | |
| Registry of Civil Certificate | civil_certificate_notary_office | |
| City of issue of the Civil Certificate | civil_certificate_issuer_city | |
| Federal Unit issuing the Civil Certificate | civil_certificate_issuer_state | |
| Passport number | passport_number | |
| Passport issuing body | passport_issuer | |
| Passport issue date | passport_issue_date | |
| Passport expiration date | passport_expiry_date | |
| Passport issuing country | passport_issuer_country | |
| Passport Issuing Federal Unit | passport_issuer_state | |
| Civil Identification Registration Number (RIC) | ric_number | |
| Issuing agency of Civil Identification Registration (RIC) | ric_issuer | |
| City of issue of the Civil Identification Register (RIC) | ric_issuer_city | |
| Federal Unit issuing the Civil Identification Register (RIC) | ric_issuer_state | |
| Date of issue of the Civil Identification Register (RIC) | ric_issue_date | |
| Expiration date of the Civil Identification Registration (RIC) | ric_expiry_date | |
| Banking company name | bank_account_bank_name | |
| Bank account branch number | bank_account_bank_branch | |
| bank account type | bank_account_account_type | |
| Bank account number | bank_account | |
| Bank account digit | bank_account_digit | |
| Professional registration advice | professional_record_advice | |
| Professional registration number | professional_record_number | |
| Temporary professional registration | professional_record_is_temporary | |
| Registration number with the Ministry of Labor (MTE) | professional_record_mte_number | |
| Date of issue of professional registration | professional_record_shipping_date | |
| Expiration date of professional registration | professional_record_due_date | |
| Company | company_name | |
| Branch | branch_office_name | |
| Office | job_position_name |
custom fields
| Translated name (Visual editor) | Base name (SQL Editor) |
|---|---|
| pre-admission | pre_admission_ext |
| Basic data | basic_ext |
| Complementary data | complementary_ext |
| Address | address_ext |
| Contact phone | telephone_ext |
| email_ext | |
| Work Card (CTPS) | ctps_ext |
| CPF | cpf_ext |
| PIS | pis_ext |
| RG | rg_ext |
| voter ID | voter_ext |
| National Driver's License (CNH) | cnh_ext |
| Reservist Card | reservist_ext |
| Birth Certificate (DNV) | dnv_ext |
| National Health Card (CNS) | cns_ext |
| Civil Certificate | civil_certificate_ext |
| Passport | passport_ext |
| Civil Identification Registration (RIC) | ric_ext |
| Bank account | bank_account_ext |
| Professional record | professional_record_ext |
| Company | company_ext |
| Branch | branch_office_ext |
| Office | job_position_ext |
| Contract | pre_admission_contract_bra_ext |
| "Other" tab custom fields - entity 1 | custom_entity_one_ext |
| "Other" tab custom fields - entity 2 | custom_entity_two_ext |
| "Other" tab custom fields - entity 3 | custom_entity_three_ext |
Observation
Custom field information is returned by the dynamic view in formatJSON, as well as its visualization within the system.
v_pre_admission_dependent
General information about dependents of new employees, obtained from pre-hiring.
Fields that can be displayed
| Translated name (Visual editor) | Base name (SQL Editor) | key field key fields are those that can be used to make the link between the tables of the dynamic view |
|---|---|---|
| Pre-admission identifier | pre_admission_id | |
| Name of the new collaborator as informed in the invitation | register_name | |
| Indication of the existence of dependents | has_dependent | |
| Dependent's full name | dependent_full_name | |
| Dependent's degree of kinship | dependent_degree_of_kinship | |
| dependent's gender | dependent_gender | |
| Dependent's date of birth | dependent_birth_date | |
| mother's name | dependent_mothers_name | |
| dependent's marital status | dependent_marital_status | |
| Income Tax return statement | dependent_declare_income_tax | |
| dependent's CPF | dependent_cpf_number | |
| Identity card number (RG) of the dependent | dependent_rg_number | |
| Issuing body of the dependent's identity card (RG) | dependent_rg_issuer | |
| Federal unit issuing the dependent's identity card (RG) | dependent_rg_issuer_state | |
| Date of issue of the dependent's identity card (RG) | dependent_rg_issue_date | |
| Civil Identification Registration Number (RIC) of the dependent | dependent_ric_number | |
| Issuing body of the Civil Identification Registry (RIC) of the dependent | dependent_ric_issuer | |
| City of issue of the dependent's Civil Identification Record (RIC) | dependent_ric_issuer_city | |
| Federal Unit issuing the Civil Identification Record (RIC) of the dependent | dependent_ric_issuer_state | |
| Issuance date of the dependent's Civil Identification Record (RIC) | dependent_ric_issue_date | |
| Expiration date of the dependent's Civil Identification Record (RIC) | dependent_ric_expiry_date | |
| SUS card number | dependent_sus_number |
custom fields
| Translated name (Visual editor) | Base name (SQL Editor) |
|---|---|
| pre-admission | pre_admission_ext |
| Basic data of the dependent | dependent_basic_ext |
| CPF | cpf_ext |
| RG | rg_ext |
| Civil Identification Registration (RIC) | ric_ext |
| SUS card | sus_ext |
Observation
Custom field information is returned by the dynamic view in formatJSON, as well as its visualization within the system.
English
Español
